DEMO BOOKING AUTOMATION
We built an intelligent calendar management system that automates the entire demo scheduling process and increases conversion rates.
Our client was losing potential customers due to their complex and lengthy demo booking process. We implemented an n8n-powered workflow automation that streamlines the entire journey from demo request to follow-up. The system intelligently manages calendar availability, sends personalized reminders, collects pre-demo information, and coordinates resources across sales and technical teams, creating a frictionless experience for prospects.
The Challenge
The manual demo booking process was causing significant friction, with multiple back-and-forth emails to find suitable times, frequent rescheduling, and poor resource allocation. This led to booking delays, prospect frustration, and ultimately lost opportunities.
Our Solution
We created a comprehensive demo booking automation workflow that:
- •Integrates directly with sales reps' calendars to display real-time availability
- •Dynamically allocates the right technical resources based on prospect needs
- •Sends automated yet personalized confirmation and reminder messages
- •Collects crucial pre-demo information to customize presentations
- •Automatically syncs meeting details with the CRM and notifies relevant team members
Results
- ✓73% reduction in time from demo request to scheduled appointment
- ✓32% increase in demo booking completion rate
- ✓22% higher show-up rate through smart reminder sequences
- ✓Improved demo quality and relevance through automated pre-gathering of requirements