Playbooks · Deal Acceleration

Playbook 01. Post-Demo Send

Prospect completes a product demo

Goal · Stay top of mind while their mental model is still forming — before a competitor gets their own demo bookedTiming · Ship within 2 hours of demo completion. Should arrive before a competitor's demo happens.

The video angle

Record once. [First Name] is the only variable — swapped by Sendspark at send time. When recording, address the question prospects almost never ask on the demo but always have afterward: "Is this actually going to work for us, or was that just a good demo?" Walk through the most common implementation result you see in the first 30 days — use a real number or outcome you say all the time. Then describe what the next 30 days look like if they say yes today. Keep it under 90 seconds. Script: "[First Name], most people leave a demo with a question they didn't ask out loud — 'will this actually work for us?' Here's the honest answer: [your go-to early result]. And here's what the first 30 days look like if we start now. Scan the code and let's get into it."

Automation & CRM triggers

  • CRM Trigger: Deal stage moves to 'Demo Completed' — only fire for deals above your minimum ACV threshold
  • Require the rep to fill in a 'demo summary' field before the box fires — one sentence. This feeds the note card. No field filled = no send.
  • Simultaneous: launch a 5-day 'post-demo no response' email sequence to fire if QR is not scanned within 5 days
  • Post-delivery: auto-create a 'Follow up within 24 hrs of delivery' task assigned to the rep — not optional
  • If QR scanned: cancel the email sequence, fire a Slack alert to the rep: '[Name] scanned the QR — call now'

The QR landing page

Not a demo booking link. A 'next steps' page showing: (1) your implementation timeline for companies like theirs, (2) one relevant case study, (3) a direct link to schedule the proposal call — not a generic calendar. The page should answer 'what happens after I say yes?' before they have to ask.

Follow-up sequence

  • Day 1 post-delivery: Call opens with 'Did you get a chance to open it?' — not 'following up on our demo.' Different framing changes the conversation.
  • Day 3: Email with one specific case study that mirrors their use case. Not a generic brochure — the most relevant one you have.
  • Day 5: Ask a forward-looking question about the demo — 'The thing people always want to dig into after seeing [core feature] is [common question] — did that come up for you?'
  • Day 7: LinkedIn message if email unresponsive — keep it conversational, not a re-pitch

Reading the signals

  • QR scan same day as delivery = they are actively evaluating right now. Call within the hour — not tomorrow.
  • QR scan 5+ days after delivery = they came back to it. Something changed or they revisited the decision. Re-engage immediately.
  • Scan from a different city or device than the prospect's known location = they forwarded the box to a colleague. Identify and contact that person immediately — you may have found the real decision maker.

Wire this into your CRM.

Every playbook on this page can be configured as a campaign in boxli — trigger from a HubSpot or Salesforce workflow, video personalization auto-applied per recipient, follow-up paused on QR scan. We'll set the triggers up on your kickoff call.