Q1Short answer · Required
What’s your first name?
Keeps later transitions personal while asking for only the detail the conversation needs.
Sales qualificationSaaS
SaaS demo qualification
Qualify the demo request before the sales handoff.
Capture the buying context your team uses, apply explicit segment rules, evaluate product fit, and route each buyer to the right next step.
Best for: B2B SaaS teams that need buying context before offering a live demo.
Available on Free. Replace the example questions, policy, outcomes, and destinations before publishing.
Starting qualification policy
Buying context → hard boundaries → fit evaluation → next step
- Captures
- Company profile, use case, role, current process, and timing
- Qualifies
- Segment fit, product need, buying intent, and readiness
- Routes
- Demo calendar, sales review, or a self-serve next step
What this flow decides
Should this buyer book a demo, enter sales review, or continue through a self-serve path?
The flow turns a demo request into a buying-context record before the sales team commits time or assigns ownership.
Captures
Company profile, use case, role, current process, and timing
Qualifies
Segment fit, product need, buying intent, and readiness
Routes
Demo calendar, sales review, or a self-serve next step
Qualification policy
Make the policy yours before the flow goes live.
The example first routes Just researching or researching for someone else responses to the self-serve ending. Requests that clear both hard gates continue to contextual fit evaluation, where uncertain or unsuitable context maps to Needs review.
- 1
Timeline is not Just researching.
- 2
Decision role is not I’m researching for someone else.
- 3
The company and stated use case fit the product.
- 4
Contextual fit that does not earn demo access goes to Needs review.
Questions
See every question and the job it does.
Audit the complete starting blueprint before you copy it. Each rationale explains why the field exists and what decision it supports.
Buyer identity
Q2Email · Required
What’s your work email?
Provides a business follow-up channel and helps separate serious evaluations from anonymous traffic.
Q3Short answer · Required
What company do you work for?
Connects the request to an organization that the sales team can prepare for.
Company and role
Q4Single choice · Required
How large is your company?
Adds useful operating scale without forcing the respondent to disclose revenue.
Starting choices: Just me, 2–10, 11–50, 51–200, 201–1,000, 1,000+
Q5Single choice · Required
What best describes your role?
Shows which part of the organization owns the problem and how the respondent sees it.
Starting choices: Founder / executive, Sales or revenue, Marketing or growth, Operations, Product, Other
Use case
Q6Single choice · Required
What are you hoping to improve?
Maps the request to the outcome the buyer actually wants to improve.
Starting choices: Qualify more inbound leads, Book better demos, Improve paid-lead quality, Automate lead routing, Something else
Q7Long answer · Required
How do you currently handle inbound leads?
Reveals the current workflow, replacement context, and practical friction in the buyer’s own words.
Buying readiness
Q8Single choice · Required
When are you looking to make a change?
Distinguishes an active evaluation from early research without pretending urgency alone proves fit.
Starting choices: This month, In 1–3 months, In 3–6 months, Just researching
Q9Single choice · Required
What role will you have in choosing a solution?
Clarifies whether the respondent decides, influences, or is collecting information for someone else.
Starting choices: I make the final decision, I’m part of the decision, I’m researching for someone else
Logic, outcomes, and destinations
The form prepares the demo before it books the demo.
The saved graph controls the sequence and endings. Optional AI evaluates only the dedicated checkpoint against criteria you write, and your automatic fallback decides what happens if AI is unavailable.
AI fit checkpoint
Evaluate the full request against your saved demo criteria
Where the flow branches
Question path
Contact → company → role → goal → current process → timing → authority
AI fit checkpoint
Evaluate the full request against your saved demo criteria
Strong-fit route
Offer the product-demo calendar or a sales-owned next step
Review or self-serve
Send the request to sales review or provide a useful non-calendar path
Outcome destinations
Strong fit
Book a product demo
The request matches the saved segment, need, and readiness policy.
Needs review
Send to sales review
The hard requirements pass, but the buying context needs a person to evaluate it.
Not qualified
Offer a self-serve next step
The request is research-only by timeline or decision role, so the buyer receives the defined non-calendar path.
Local policy simulation
Simulate the starting demo policy.
Choose a representative buyer profile to preview the example demo, review, and self-serve outcomes. The simulation uses fixed page data, creates no lead, and submits nothing.
Local policy simulation
How should this example demo request be routed?
Select a representative buying profile. Company size never determines the result by itself.
Example response signals
- Company fits a supported segment
- The use case matches the product
- Timing and buying role support a live evaluation
Strong fit
Book a product demo
The buyer matches the segment, need, and readiness criteria in the starting policy.
No submission sent. No lead created. No answer stored. No AI used.
Customization
Replace the example policy with the way your team works.
The preset supplies the operating shape. Replace the product language, audience boundaries, evaluation policy, and destination with the rules your sales team actually uses.
- Step 1
Name the real use cases
Replace the example goals with the outcomes and workflows your product can genuinely improve.
- Step 2
Match your segments
Adjust company-size and role choices to the segments your team recognizes and owns.
- Step 3
Write the demo policy
Define a relevant business, use case, timing, and buying role, then choose the automatic fallback route.
- Step 4
Connect all three next steps
Send strong-fit requests to the calendar, place ambiguous buyers in needs review, and give clear non-fits a useful self-serve path.
Use it for the right job
Use this before a sales conversation, not as the entire sales process.
Good fit
- B2B SaaS teams that need company and use-case context before a live demo.
- Sales teams routing requests by segment, timing, role, or product fit.
- Founder-led products replacing an open calendar with a consistent buyer brief.
Choose another workflow
- A self-serve signup where every visitor should enter the product immediately.
- A complete CRM, pipeline, territory-management, or opportunity-scoring system.
- A generic contact form where the answers do not affect routing or demo preparation.
SaaS demo qualification FAQ
Questions before you use the flow
What should a demo request form ask?
Ask for contact and company context, company size, role, primary goal, current process, evaluation timeline, and decision role. Keep only questions that change routing, ownership, or preparation for the conversation.
Should a demo request form ask for company size?
Ask when size changes product fit, sales ownership, implementation needs, or the next step. Use ranges the respondent can answer quickly, and remove the question when it does not affect the workflow.
Can I send qualified demo requests to a calendar?
Yes. The matching route can open an external scheduling destination. Qualyo does not advertise a native calendar integration, so the template uses a destination link that you replace.
Does AI decide the demo-request route?
The visual graph decides the route. Optional AI can evaluate the saved qualification checkpoint, but it cannot choose the next question or redraw branching. The owner also selects an automatic fallback outcome.
Can I customize every question and option?
Yes. Change the wording, choices, required fields, qualification criteria, presentation mode, branding, and all three outcomes before publishing.
Can I embed the demo request form?
Yes. A published Qualyo form can be shared by hosted link or embedded on a website while keeping the same questions and route.
Start with the complete demo route.
Copy the nine questions and visible graph, then replace the example product boundaries with your own.