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
Identify Demo Requesters
Create SegmentBuild 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.
Build Alert Content
create_slack_contentGenerate 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.
Build Routing Workflow
Create WorkflowCreate 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.
Build SLA Dashboard
Build DashboardCompose 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.
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