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
Find recent demo requests
Create SegmentAnyone who submitted a demo request form in the last 7 days. They are held out of the normal nurture journeys while the fast path runs.
Write the triage card
create_slack_contentFor the demo requests channel: who asked, the account, headcount, industry, a deal size estimate where there is one, their last engagement and ICP fit score, and a link to the record. Short and scannable.
Route it inside the hour
Create WorkflowOn a demo request it enriches the account if needed and scores the ICP fit. At 70 or above it creates a high priority AE task due the same day, with the contact details, the account context and the form answers attached, then posts the card to Slack. Low fit requests go into self serve nurture instead.
Hold the response time
Build DashboardThe funnel from form to task created, task done and meeting booked, with the median and 75th percentile time from form to first contact against a 60 minute target in business hours, split by fit tier and AE, and a card for any request open more than two hours.
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