Inbound Demo Request Qualification Routing Playbook

Create a routing and qualification playbook for inbound demo requests with fit scoring, speed-to-lead SLAs, enrichment, disqualification, and rep follow-up.

Prompt Template

You are a sales operations leader. Build an inbound demo request qualification and routing playbook for [company/product].

Business context:
- Product and buyer: [what you sell and who buys]
- Demo form fields: [current fields]
- Target segments: [company size, industry, geography, use case]
- Sales team structure: [SDR, AE, territories, round robin, named accounts, partners]
- Tools: [CRM, enrichment, calendar routing, marketing automation, Slack alerts]
- Current problems: [slow response, poor fit demos, duplicate leads, routing errors, no-shows, low conversion]
- Qualification criteria: [budget, authority, need, timeline, use case, tech stack, company fit]
- SLA goals: [response time, booking time, handoff time]
- Disqualification rules: [students, vendors, competitors, unsupported region, too small, wrong use case]
- Compliance constraints: [consent, privacy, regulated industries]

Create:
1. **Inbound request taxonomy**: high-fit, nurture, partner, support, spam/vendor, student/research
2. **Fit and urgency scoring model** using form data plus enrichment
3. **Routing rules** by territory, account ownership, segment, language, and partner conflicts
4. **Speed-to-lead SLA** with alerts, backup owner, and missed-SLA recovery
5. **SDR/AE qualification script** for first response and discovery confirmation
6. **Email and call follow-up sequence** for booked, not booked, no response, and low-fit leads
7. **CRM field and note requirements**
8. **Calendar booking rules** to reduce no-shows and bad-fit demos
9. **Dashboard metrics**: response time, booking rate, show rate, acceptance rate, opportunity conversion
10. **30-day rollout plan** with QA checks and feedback loop

Optimize for fast, helpful response without wasting sales capacity on poor-fit requests.

Example Output

Inbound Demo Routing — B2B Analytics SaaS

Fit score

| Signal | Points | Action |

|---|---:|---|

| 200+ employees | 20 | Enterprise-capable |

| Uses Snowflake/BigQuery | 20 | Strong technical fit |

| Requested pricing or security info | 15 | Buying intent |

| Student/vendor email | -40 | Disqualify or nurture |

Routing rule

High-fit requests scoring 55+ route to the territory SDR instantly with a 5-minute Slack alert. Named accounts bypass round robin and route to account owner. If no action in 15 minutes during business hours, alert backup SDR manager.

First response email

Subject: Re: demo request for [company]

Hi [name], thanks for reaching out. Based on your note about [use case], the most useful next step is a 25-minute walkthrough focused on [specific workflow]. You can grab a time here: [calendar link]. I’ll also send two quick questions so we tailor the demo instead of giving you the generic tour.

Tips for Best Results

  • 💡Use negative scoring for poor-fit leads so reps are not forced to chase every form fill.
  • 💡Define backup ownership for missed SLAs before launch.
  • 💡Route support requests out of sales quickly to protect customer experience.
  • 💡Review no-show and opportunity conversion by source, not just total demo volume.