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Send a pre-demo survey

Scenario

You’ve scheduled a demo and want to make sure that people show up for it. Send out a qualification survey ahead of the demo meeting. You’ll see a huge increase in show rate for those who take it and know more about them before you meet.

If someone spends time filling out the survey, they’re both interested in the product and invested in the process. You’ll see a 90% show rate for people who fill out the entire survey. This is one of the biggest plays we run at ZoomInfo.

Trigger

• You’ve scheduled a demo and want to ensure good attendance

Actions

• Create a qualification survey for the demo
• Send the survey to attendees ahead of the demo meeting