Inbound Demo Request

Prepare and follow up for "request a demo" meetings

A simple playbook that triggers someone requests a demo by scheduling time with you on Calendly (e.g. via a button on your website). The playbook helps you prepare for the demo by creating a notes doc and also helps you follow up and circle back after the meeting

Ready to get started?

Create your own Relay.app workflow from this template in just a few clicks!