Demo request form template
Visitors pick what they want to see, team size and timing, then choose how: book a time with your team now, get a call, or receive a recorded demo. Each choice asks only what it needs.
Try the journey
Tap an answer on the phone, or on the map: see which questions follow, and which are skipped.
Contact details
Work email, Full name, Company, Job title, Phone
What would you like to see?
4 answers
How many people would use it?
4 answers
When do you need it working?
4 answers
How would you like your demo?
3 answers
Pick a time for your demo
If Book a time now
When is best to call you?
If Have someone call me
Consent
Permission to follow up
Gift code
The visitor collects their gift at the booth
Your details
Work email
Full name
Company
Job title
Phone
Every question, and why it is asked
Every demo request with what to show, team size and timing, and a meeting booked, a call time or a recorded demo for each. Answers marked Example are yours to replace.
- 1
Contact details
EveryoneWork email · Full name · Company · Job title · Phone, on one screen.
- 2
What would you like to see?
ExampleEveryoneGetting startedReportingIntegrationsPricing and plansWhyThe rep prepares the right part of the demo instead of the full tour.
- 3
How many people would use it?
Everyone1-1011-5051-200200+WhyLikely deal size before the demo.
- 4
When do you need it working?
EveryoneThis monthThis quarterLater this yearNot sureWhy"This month" or "This quarter" marks a Hot lead.
- 5
How would you like your demo?
EveryoneBook a time nowHave someone call meSend me a recorded demoWhyLets the visitor choose the next step; each choice asks only what it needs.
- 6
Pick a time for your demo
If Book a time now
WhyBooks the demo with your team before the visitor leaves. Add your hosts in the event.
- 7
When is best to call you?
If Have someone call me
MorningAfternoonEveningWhySo the call lands when they can talk.
- 8
Consent
EveryoneI agree to be contacted about my request.
WhyPermission to follow up on what they asked for.
Hot, Warm or Cold at the gift handover
What each rating means for this template, so every rep rates the same way.
Needs it this month or this quarter, and booked a time.
Wants a call or a recorded demo, with a timeline.
Not sure when.
Works well with
- Your sales team's meeting hours, so visitors can book.
- A team alert email for every "Book a time now".
What you will see
- Demo requests, and how many were booked on the spot.
- What visitors want to see most.
- Hot, Warm and Cold leads by timing.
Frequently asked questions
How many questions does each person answer with the Demo request with meeting template?
Between 5 and 6 after their contact details, depending on their answers. Questions that do not apply are skipped.
Who sees which questions?
Books a time now: 6 questions. Wants a call: 6 questions. Wants a recorded demo: 5 questions.
Can I change the questions?
Yes. The template adds ordinary questions to your survey in Scaniam: edit, remove or reorder any of them, and replace the answers marked as examples with your own.
Can I add it to an event I have already set up?
Yes. In the survey builder, choose Templates. Questions your form already has, such as work email or consent, are kept and not added twice.
Is it free?
Yes. Every template is on every Scaniam plan, including Free.
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Existing customer or prospect
A user conference, or a show where your customers visit the booth.
Use this template at your next event.
On every plan, including Free. Add it to a new event, or to an event you already set up.
Use this template →