Make the demo about the prospect's real task
Gather goals, current workflow, and questions before a product demonstration.
Free to use · No credit card required
1.Work email
Email
2.Organization
Short text
3.Goal
Long text: what would you like to accomplish?
4.Current approach
Short text
5.Questions
Optional long text
Example structure. Adjust the fields and instructions to fit your process.
Keep the first step useful
A short demo request should give the presenter enough context to show a relevant workflow without making a prospect complete an exhaustive qualification exercise.
After a submission
Prepare examples around the stated goal and follow up with available times through your existing scheduling process.
Build this form in Formkii
- 1
Add the suggested fields to a new Formkii form.
- 2
Adjust required fields, instructions, and branding to fit your process.
- 3
Test a complete submission, then publish and share the link or embed.
Formkii collects the request; it does not automatically book a calendar slot or synchronize the prospect to a CRM.