Qualify demo requests before the call: team size, the problem to solve, timeline and current tools. Solo users are offered a free trial instead.
“Book a product demo”, hosted by Kevin, Account Executive · 6 questions
How big is your team?
Just me2-20 people21-200 people200+ peopleQuestion 1 of 6Multiple choice
Kevin asks each of these 6 questions on camera; people answer by tapping, typing or recording. Some answers send people down a different path, shown under the question.
Multiple choice
Kevin says: “First, how big is your team?”
Other answers → What problem are you trying to solve?
Multiple choice
Kevin says: “For solo users, the free trial is the fastest way in. Want to start there?”
Answer by video, voice or text
Kevin says: “Tell me, what's the biggest problem you're hoping we can solve for you?”
Multiple choice
Kevin says: “And when are you hoping to have something in place?”
Short text answer
Kevin says: “What tools are you using today, so I can show the right integrations?”
Contact details
Kevin says: “Perfect. Where should I send your demo invite?”
These answers come from fictional respondents. Every new account gets them as sample data, so you can see transcripts, summaries and comments before your first real response.
Emma Lindqvistyesterday“We onboard about forty customers a month, and our kickoff calls eat the whole week.”
HubSpot, Zoom and Notion
AI summaryNegative
Looking to reduce time spent on customer kickoff calls during onboarding.
Raj Patel4 hours ago“Honestly, we need to qualify inbound leads faster. Our reps waste hours on bad fits.”
Salesforce and Gong
AI summaryNegative
Wants to qualify inbound leads faster to save sales reps' time.
“Um, I'm a freelance consultant and I waste a lot of time typing up follow-up emails after client discovery calls. I need something automated.”
Calendly and Gmail
AI summaryNegative
Freelance consultant seeking automation for post-discovery call follow-up emails.
Are you buying your first home?
Yes, my first homeNo, I'm movingBuying as an investmentTurn website visitors into qualified buyers
See every question
What type of business do you run?
E-commerceLocal service businessB2B / SaaSSomething elsePre-qualify consultation requests by business type, goal and budget
See every question
What's your main goal?
Lose weightBuild strengthGet fitter overallRecover from an injuryBook free trial sessions with context
See every questionWant this form in your account? Start free, it is already there.
Start collecting real feedback in video. See what your customers actually think and feel.
