When to Send a Demo to a Prospective Client

When to send an automated demo

Automated demos are most powerful in specific moments of the sales cycle where they replace, supplement, or extend a live conversation. Use them too early or too late and they fall flat. Below are the highest-leverage moments to send.

Before the first appointment

Send a Vision Demo or Micro Demo before the first discovery call. The prospect arrives at the meeting already aware of your value prop and product basics — your live time gets spent on their problem, not on your product fundamentals. AEs and BDRs see significantly higher meeting quality when prospects come pre-educated.

After a discovery call

Send a Standard Personalization Demo after the first call so the prospect can dig deeper into the features that matter most to them. The personali-zation step lets them rate features by importance, which gives you high-resolution buying signal for the follow-up call.

When the deal stalls

For deals where the prospect has gone dark, send a re-engagement demo. This often surfaces stakeholders you didn't know were involved (via shares and Invite Others), and the Demolytics tells you whether the prospect is actually engaged or fully gone.

When you're working multiple stakeholders

Send a DemoBoard with multiple recipients on the same organization, or enable the Share Prompt and Invite Others CTA so your champion can pull in their team. Demolytics rolls up engagement at the org level, so you can see exactly who watched what.

After a live demo

Send a recorded version of the demo as a follow-up so the prospect can rewatch sections, share with colleagues, or send to procurement. The live demo plus the recorded follow-up combo consistently outperforms either alone.

Pre-tradeshow / event

For prospects you know will visit your booth, send a Vision Demo a few days before. They show up at your booth already qualified and ready to go deeper, instead of starting from "what do you do?"