Enhancing Demo Requests and Onboarding

This chapter explores improvements to a website's demo request process, focusing on a new multi-step form designed to enhance user engagement and information capture. It discusses the integration of analytics tools to optimize follow-up communications and the introduction of a streamlined scheduling flow for demo requests. The conversation emphasizes the importance of a smooth transition from sales to onboarding, addressing potential challenges in client responsiveness and ensuring effective product usage post-demo.