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.
Related Prompts
Cold Email Sequence Writer
Write a 4-email cold outreach sequence that gets replies without being pushy, spammy, or forgettable.
Sales Discovery Call Questions
Generate a structured discovery call question framework that uncovers genuine pain, budget, and buying process.
Sales Proposal Writer
Write a compelling, customer-specific sales proposal that clearly communicates value, ROI, and next steps.