Use Cases
Pre-call discovery
Learn about what the prospect is interested in before the first call.
Getting a prospect to attend a live meeting is already a win—don’t waste that time on basic overviews. Instead, use a pre-call discovery demo to educate the prospect and uncover additional stakeholders ahead of time. This allows your first call to focus on deeper discovery, addressing questions, and advancing the deal—instead of starting from square one.
Sharing a demo before a scheduled meeting allows prospects to educate and qualify themselves in advance. When positioned effectively, the demo can also be shared internally, helping bring additional stakeholders into the conversation. Sales reps can use this insight to tailor their approach and prepare for the call.
What to send prospects
Craft an email to the prospect that includes instructions on how to view the demo and sets expectations for how long it will take. Ensure that it will provide helpful context and set the stage for a more productive conversation. Also encourage them to forward the demo to others on their team who might be involved in the buying decision.Pre-call discovery email
Subject: Your personalized demo ahead of our callHi {First Name},Here’s the interactive demo I mentioned. Please take a few minutes to explore it before our call on Monday—it should only take about 10 minutes to complete. You’ll also be able to customize the demo based on what you’re interested in seeing.You can also share the demo with colleagues by clicking the Invite button in the lower-left corner of the demo.Let me know if any questions come up ahead of the call!
Mark Anthill
Account Executive | Navattic
Encouraging prospects to share the demo early in the sales cycle can help
uncover new stakeholders and reveal the buying circle.
How to follow up
Following up with with the prospect after sending the demo, but before the scheduled meeting, helps ensure the prospect is prepared for the call and can uncover new stakeholders to join the meeting that may be involved in the buying decision. We recommend setting a reminder to follow up two days after sending the pre-call discovery demo. After two days:If the prospect has viewed the demo
This is a great chance to ask your champion to share it internally with other decision-makers and invite other stakeholders to join the scheduled meeting.Pre-call discovery viewed demo email
I noticed you spent time exploring {Interest}—it seems like that’s a key area
of interest. Is there anyone else on your team who would benefit from seeing
the demo or joining our upcoming call?
If the prospect hasn’t viewed the demo
Send a gentle reminder encouraging them to check it out—framing it as a helpful resource before the scheduled meeting that will help focus the conversation.Pre-call hasn't viewed demo email
Just wanted to send a quick reminder to check out the demo I shared before our call on {Date}. It’s a helpful to see this in advance of our call to help focus our conversation.Feel free to invite other colleagues to the demo and join our upcoming call.
What to do when the prospect views the demo
When the prospect views the demo, you’ll receive an Email alert with a summary of their session and a summary of what they are interested in. Take a minute to review this information before the call so that you know in advance what to prepare.
Interest demos
Interest demos are extremely useful for pre-call discovery: because they can be used to collect what the prospect is interested in and what their priorities are. Learn how to create Interest Demos:
Explore example emails for pre-call exploration
Try some of our example email templates we created to get started. We recommend tailoring them to your product, industry, and team needs.Here's a demo ahead of our call
Here's a demo ahead of our call
Pre-call discovery email
Subject: Here’s a demo ahead of our callHi {First Name},Thanks for scheduling time on my calendar. I’ll be looking forward to our demo call on {Date}.In preparation for the call, here’s an interactive demo that you can try for yourself when you have a moment. Please take a few minutes to explore the demo before the call.
Quick demo before our call
Quick demo before our call
Pre-call discovery email
Subject: Quick demo before our callHi {First Name},Ahead of our chat, I wanted to share this short interactive demo. It’s a quick way to get familiar with {Product} before we dive in.Takes less than 2 minutes.
See {Product} in action before we talk
See {Product} in action before we talk
Pre-call discovery email
Subject: See {Product} in action before we talkHi {First Name},Before our meeting, here’s a quick walkthrough showing how {Product} solves {Problem}.Gives a head start so we can go deeper on the call.
Get a head start before our meeting
Get a head start before our meeting
Pre-call discovery email
Subject: Get a head start before our meetingHi {First Name},Here’s an interactive demo that covers the basics of so you can explore it before our conversation.It should help frame our discussion and speed things up.
Try this demo before we connect
Try this demo before we connect
Pre-call discovery email
Subject: Try this demo before we connectHi {First Name},To make the most of our upcoming call, I thought you might want to try this short demo of [Product].You’ll get a feel for how it works in under 90 seconds.
Intro to {Product} – quick demo
Intro to {Product} – quick demo
Pre-call discovery email
Subject: Intro to {Product} – quick demoHi {First Name},Looking forward to our call! In the meantime, here’s a quick interactive demo that walks through the core experience.No setup or login—just click through.