SaaS Demo Request Funnel Setup

Build a high-converting demo request funnel that qualifies leads, books meetings efficiently, and sets up your sales team for success.

Step 1 of 7 14% complete

Demo Request Page Design

Convert interest into booked meetings

Your demo request page should qualify and convert:

  • Clear value proposition - What will they see in the demo?
  • Form fields - Balance qualification with friction
  • Qualification questions - Company size, use case, timeline
  • Social proof - Logos of companies who booked demos
  • Expectations - How long, who they will meet with

Recommended form fields:

  1. Work email (required)
  2. Full name (required)
  3. Company name (required)
  4. Company size (dropdown)
  5. What problem are you looking to solve? (optional textarea)