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Intempt

Get from demo request to AE outreach in under an hour

Demo requests are high-intent by definition, but a slow follow-up wastes that intent. This fires enrichment and an AE task the moment the form lands, instead of waiting for a queue to catch up.

Sellrevops-automatorB2BSaaSAdvanced4 steps4 outputs
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Segment Content Asset Workflow Dashboard
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What it does

When a prospect submits a demo form, fires instant account enrichment, creates a high-priority AE task, and pings Slack - moving from request to AE outreach in under an hour.

You get

sub-hour AE outreach on every demo request

How it works

1

Identify Demo Requesters

Create Segment

Build a segment 'Demo Requesters - last 7 days' capturing users with form_submitted event where form_type = demo_request in the last 7 days. Used by the routing workflow to identify which users should hit the fast-path and excluded from standard nurture journeys for the duration of the fast-path window.

Produces:Segment
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Build Alert Content

create_slack_content

Generate Slack alert content for the #demo-requests channel. Include: requester name, account name, employee count, industry, deal-size estimate (if available), prior touch history (last engagement, ICP fit score), and a direct link to the user record. Tone: terse, scannable — this is a triage card, not a marketing message.

Produces:Content Asset
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Build Routing Workflow

Create Workflow

Create a workflow firing on form_submitted where form_type = demo_request. Step sequence: (1) enrich account via firmographic lookup if not already enriched; (2) compute ICP fit score and store as user attribute; (3) for high-fit ICPs (score >= 70), create a high-priority AE task due same-day with the prospect's contact info, account context, and form responses pre-attached; (4) post the alert content to Slack #demo-requests. For low-fit ICPs, drop into self-serve nurture journey instead.

Produces:Workflow
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Build SLA Dashboard

Build Dashboard

Compose a dashboard tracking the demo-request response funnel: form_submitted → task_created → task_completed → meeting_scheduled. Surface median + p75 time from form_submitted to AE first-touch (SLA metric — target: under 60 minutes during business hours). Break down by ICP fit tier (high/med/low) and by AE owner. Add a card flagging any demo request open >2 hours without a task completion.

Produces:Dashboard

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Demo Request Fast Path to AE | Intempt