![]() ![]() Step 1: Schedule the best date & time for the demoĪs a rule of thumb, always schedule the demo while you’re still on the discovery call with the prospect. There are a lot of moving parts that you’ll need to consider, including booking all the various decision-makers for the right dates and times, coordinating a handoff if an account executive is giving the demo, and sending reminder emails with the right messaging to reduce no-shows. When 80% of your prospects believe that product demos are helpful, the only thing standing in your way is an inefficient scheduling process.Īt this stage, your primary challenge is not to convince the prospect that a demo is important it’s all about removing the scheduling barriers to ensure they show up. Playing a game of “schedule ping-pong” can create unnecessary friction and frustration. If you don’t schedule it in a timely manner, it’s much harder to keep the prospect committed to the process. ![]() You just had a great discovery call, but for whatever reason, you didn’t schedule the demo at the end of the call. Let’s take a look at how you should schedule your demos to get you one step closer to winning the account. Don’t let scheduling hiccups get in the way of your sale! If you have already qualified your prospects with a proper discovery, you should have the information you need to determine if a product demo is worth everyone’s time, and how your solution can help them reach their goals. Automating your scheduling process to maximize efficiency.Taking appropriate measures to avoid no-shows.Ensuring proper handover from SDR to AE.To help move the sale forward, you should have a scheduling strategy that includes: Scheduling the meeting is not merely an administrative task between qualifying your prospect and delivering the demo.
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