Demo Follow-Up Sequence

After first 8-10 demos, immediately send demo recap email (within 2 hours) summarizing: key points discussed, how product addresses their needs, answers to questions raised, suggested next steps.

Include relevant resources in recap: link to recording, relevant case study, feature documentation, ROI calculator, pricing overview.

Schedule Day 1 follow-up: send personalized email checking in, asking if additional questions arose, offering to connect with specific team members (technical, customer success).

Execute Day 3 follow-up: share additional valuable content based on demo discussion (integration guide, security docs, customer story); propose specific next step (technical demo, POC, proposal discussion).

Implement Day 7 follow-up: if no response, send value-add touch (relevant blog post, industry report, competitor comparison); ask if timeline has changed.

Track PostHog events: demo_recap_sent, resource_clicked, follow_up_sent, response_received, next_step_scheduled.

Log all follow-up activities in Attio; note which follow-ups generate responses and which content drives engagement.

Set pass threshold: Complete demo follow-up sequences on ≥8 opportunities in 2 weeks with ≥50% scheduling next step.

Measure effectiveness: track response rates by follow-up touch, time to next step, demo-to-proposal conversion rate.

Document which follow-up approaches and content drive highest engagement; proceed to Baseline if threshold met.