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Playbook

The interactive demo funnel: from cold email to closed-won

A step-by-step framework for weaving self-guided demos into every stage of your sales motion.

MW

Marcus Webb

Head of Growth

8 min

A great demo isn't a single event — it's a thread that runs through your entire funnel. Here's how the highest-performing teams use interactive demos at each stage.

Top of funnel

Embed a short, self-guided tour on your landing page. Buyers who interact convert at a meaningfully higher rate because they've already experienced the "aha" moment.

Middle of funnel

Send personalized demo links in outbound. Every click, replay, and drop-off is scored and pushed into your CRM so reps know exactly where interest lives.

Bottom of funnel

Replace the generic "book a demo" with a tailored walkthrough of the exact workflow the prospect cares about. Shorten cycles by letting champions share the demo internally.

The teams that win treat demos as a measurable channel — not a one-off asset.

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