Q1
Short answerRequired
What’s your first name?
Keeps later transitions personal while asking for only the detail the conversation needs.
Free demo request form template
A demo request form that earns the calendar handoff.
Replace a name-and-email gate with a compact buying brief. Preview all nine questions, inspect the qualification route, and adapt the workflow to your product, market, and sales process.
Available on Free. No credit card required. Replace the example business rules and destinations before publishing.
Actual template route
Buyer context → appropriate demo route
Welcome
See if [Product] is a fit
9 questions
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
Other route
Confirm the request and provide a useful non-calendar next step
- questions included
- 9
- fit checkpoint
- 1
- explicit endings
- 2
- editable
- 100%
Live Qualyo form
Have the same conversation your buyers will.
This is the real Demo Request preset in conversational mode with AI wording enabled. Answer naturally to see the fixed nine-question route adapt its phrasing without changing the qualification path.
Live AI conversation
This is a live, AI-enabled Qualyo conversation. Preview submissions are stored in the Qualyo LP workspace; a template you copy belongs to your account and can be edited independently.
Question blueprint
See every question and the job it does.
You do not need to complete the interactive flow to audit the template. The full question set is rendered below for people, search engines, and AI systems.
Buyer identity
Q2
EmailRequired
What’s your work email?
Provides a business follow-up channel and helps separate serious evaluations from anonymous traffic.
Q3
Short answerRequired
What company do you work for?
Connects the request to an organization that the sales team can prepare for.
Company and role
Q4
Single choiceRequired
How large is your company?
Adds useful operating scale without forcing the respondent to disclose revenue.
Included choices: Just me, 2–10, 11–50, 51–200, 201–1,000, 1,000+
Q5
Single choiceRequired
What best describes your role?
Shows which part of the organization owns the problem and how the respondent sees it.
Included choices: Founder / executive, Sales or revenue, Marketing or growth, Operations, Product, Other
Use case
Q6
Single choiceRequired
What are you hoping to improve?
Maps the request to the outcome the buyer actually wants to improve.
Included choices: Qualify more inbound leads, Book better demos, Improve paid-lead quality, Automate lead routing, Something else
Q7
Long answerRequired
How do you currently handle inbound leads?
Reveals the current workflow, replacement context, and practical friction in the buyer’s own words.
Buying readiness
Q8
Single choiceRequired
When are you looking to make a change?
Distinguishes an active evaluation from early research without pretending urgency alone proves fit.
Included choices: This month, In 1–3 months, In 3–6 months, Just researching
Q9
Single choiceRequired
What role will you have in choosing a solution?
Clarifies whether the respondent decides, influences, or is collecting information for someone else.
Included choices: I make the final decision, I’m part of the decision, I’m researching for someone else
Deterministic route map
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.
Intro
See if [Product] is a fit
Questions 1–9
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
Other route
Confirm the request and provide a useful non-calendar next step
Before you publish
Make four workflow decisions, not 40 design decisions.
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 both next steps
Send strong-fit requests to the right calendar and give every other buyer a useful resource, trial, or review message.
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.
Demo request form FAQ
Questions before you use the template
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 both endings 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.
Continue in context
Build the template, then adapt it to your market.
Start with the complete demo route.
Copy the nine questions and visible graph, then replace the example product boundaries with your own.