Demo Request
The demo path splits by who's asking — personalized demos for new logos, interactive tours for customers.
What this experience does
Stops treating every demo click the same. New logos get the personalized demo (the expensive, high-touch asset, spent where it earns pipeline); existing customers get the interactive tour (self-serve, instant, no calendar). Routing is by relationship status behind one entry point, and meeting quality is tracked to the CPL meeting program so the split proves itself.
The steps
- Demo request — single entry point on the Demo template.
- Relationship check — new logo vs existing customer, resolved automatically.
- Personalized demo — new logos: qualified form → scheduled expert demo, CPL-tracked.
- Interactive tour — customers: the step-through product walkthrough, instantly.
What this experience does
Stops treating every demo click the same. New logos get the personalized demo (the expensive, high-touch asset, spent where it earns pipeline); existing customers get the interactive tour (self-serve, instant, no calendar). Routing is by relationship status behind one entry point, and meeting quality is tracked to the CPL meeting program so the split proves itself.
The steps
- Demo request — single entry point on the Demo template.
- Relationship check — new logo vs existing customer, resolved automatically.
- Personalized demo — new logos: qualified form → scheduled expert demo, CPL-tracked.
- Interactive tour — customers: the step-through product walkthrough, instantly.