What it does
After a demo meeting completes, fires a multi-touch nurture cadence over 90 days - value content at day 7, a case study at day 14, an ROI calculator at day 30, a customer story at day 60, and a decision-stage check-in at day 90 - branching on engagement signals.
You get
a 90-day
engagement-branched nurture cadence after every demo
How it works
Identify Recent Demo Attendees
Create SegmentBuild a segment 'Recent demo attendees - last 90 days' capturing users with a meeting_completed event where meeting_type = demo in the last 90 days, attendance = true, and no deal won yet. Excludes users already in active deal-stage cadences (handled by AE manually).
Build Cadence Content
Generate ContentGenerate 5-touch post-demo content. Touch 1 (Day 7): value content - a playbook or guide directly relevant to use case discussed in demo. Touch 2 (Day 14): case study matching the prospect's industry + company size. Touch 3 (Day 30): ROI calculator link with prospect's discussed metrics pre-filled where possible. Touch 4 (Day 60): customer story (video or article) showing 6-month outcomes from a similar customer. Touch 5 (Day 90): decision-stage check-in from the AE asking direct, low-pressure questions about timing/budget/champion status. Personalize using meeting_summary signals from the original demo.
Build Nurture Journey
Create JourneyBuild a 5-touch journey wired to the post-demo segment: touch 1 at Day 7, touch 2 at Day 14, touch 3 at Day 30, touch 4 at Day 60, touch 5 at Day 90, all relative to meeting_completed. Add a high-engagement branch: if the prospect clicks on touch 1 or 2, route to a dedicated AE-outreach task instead of continuing the automated cadence (signal of buying intent). Exit conditions: deal_created, meeting_scheduled (re-engagement), or unsubscribe.
Build Post-Demo Performance Dashboard
Build DashboardCompose a dashboard tracking post-demo nurture conversion: demo-to-deal conversion rate (60d, 90d), drop-off by touch (which touches lose the most attention), AE-outreach handoffs triggered (count of high-engagement branches), and deal-velocity comparison between demos that went through the cadence vs not. Flag touches with reply rate below 1% (content failure signal).
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