Add a book-a-demo path for those deals only
Qualify before booking. A calendar open to everyone consumes the week.
Group 6.5.2
Inside this
- Add a qualifying form with deal size, team size and timeline2h
Three questions, all required. A form with no friction books the wrong people.
- Route qualified requests to a calendar and everyone else to self-serve2h
The route is the filter. Anyone below your threshold gets a useful answer and a link, not a slot.
- Write the demo script around the buyer’s problem, not a tour3h
Open with their stated problem, show the screens that solve it, and stop. A feature tour answers questions nobody asked.
- Send the written summary and the next step within two hours45m
Buyers forward the summary to the person who signs. Write it so it works without you.