Lead capture
Book a demo
Asks what they're trying to solve and roughly when. A demo booked without either of those is a demo that gets rescheduled.
- Questions
- 5
- Takes about
- 2 min
- Style
- One at a time
- Scoring
- None
Free, no card. It lands in your workspace as an editable draft.
What's in it
See it working
Welcome screen
- 1
Your name*
Short text
- 2
Work email*
Email
- 3
Company*
Short text
- 4
When are you looking to have something in place?
This month · This quarter · Within six months · Just researching
Multiple choice
- 5
What are you hoping it'll solve?
Long text
Booked in
Ending
How to use this template
Open it as a draft
Press "Use this template" and it lands in your workspace as an editable form with all 5 questions already in it. No card, and nothing is published until you say so.
Cut what you do not need
Every question you remove is one fewer reason to abandon the form. It takes about 2 minutes to fill in as it stands, and that is the number worth protecting.
Add from the question bank
Pick what you are missing from the questions below. Drag any of them in, change the wording, and use conditional logic so people only see the ones that apply to them.
Share it, or put it on your own site
Publish to get a link, or embed it in a page you already have. Answers arrive in your dashboard, and you can send them on to anywhere else with a webhook or an integration.
32 demo request form questions to choose from
A demo request form has to do two things at once: get the meeting booked, and tell whoever runs it what to show. Most do the first and skip the second, which is why so many demos are generic.
The second group is the one worth adding. It is also the one most teams leave out.
Getting the meeting
- What is your name?
- What is your work email?
- What company are you with?
- What is your role?
- What is your phone number?
- Which time zone are you in?
- What days and times suit you?
- How long do you have? (30 minutes, an hour)
What to show them
- What are you hoping to see?
- What problem are you trying to solve?
- What are you using today?
- What is not working about it?
- Which features matter most to you?
- Is there anything you specifically do not care about?
- What would make you say yes on the call?
- What would rule us out?
Who will be there
- Who else will join the call?
- What are their roles?
- Who makes the final decision?
- Is procurement or legal involved?
- Has anyone on your team used us before?
- Is there a technical evaluation to pass?
- Do you need a security review?
- Should we prepare anything in advance?
Timing and scale
- When are you hoping to have something in place?
- How many people would use it?
- How many does your company have in total?
- Which industry are you in?
- Do you have a budget approved?
- Are you looking at other vendors?
- What triggered the search?
- Is there a contract ending soon?
Demo Request form questions, answered
- What should a demo request form ask?
- Enough to book the meeting and enough to tailor it. 'What are you hoping to see' is the single highest-value question on the form and the one most often missing.
- Should a demo form ask for a phone number?
- Yes, if someone will call to confirm. A demo is a high-intent action and the phone field costs less here than on a top-of-funnel form.
- Can people book a demo slot directly from the form?
- Yes. A booking block shows your real availability and holds the slot when they pick it, so there is no email thread to arrange a time. It is on the Pro plan and needs no external calendar.
- How do I reduce demo no-shows?
- Book the slot in the form rather than later, send a confirmation with a calendar file attached, and ask one question they had to think about. People turn up to meetings they invested something in.
- Is this demo request form template free?
- Yes. Use it, publish it and collect answers on the free plan with no card. Paid plans add things like payments, scheduling, removing our badge and your own domain, but none of them are needed to run this form.
- Do I need an account to use it?
- You need one to edit and publish, because the form has to live somewhere and the answers have to come back to you. Signing up takes about a minute and does not ask for a card. The people filling your form in never need an account.
- Can I change the questions?
- All of them. The template is a starting point, not a fixed form: add, remove, reword and reorder anything, change the look, and use logic so people only see the questions that apply to them.
- Can I put it on my own website?
- Yes. Embed it in a page you already have, or share the link. On a paid plan you can serve it from your own domain so the address says your name rather than ours.
- Where do the answers go?
- Into your dashboard, where you can read, search and export them as CSV. You can also have each response emailed to you, pushed to another tool with a webhook, or sent to a connected integration.
- How long does this form take to fill in?
- About 2 minutes as it stands, across 5 questions. Every question you cut brings that down, and shorter forms get finished more often.
Worth reading next
- Qualifying leads without running an interrogationEvery question that filters out a bad lead also loses a few good ones. Where that trade is worth making, and where it quietly is not.
- The quiz that earns the email addressQuiz funnels work when the result is genuinely worth having. Most of them are a form wearing a costume, and people can tell.
- How to Embed a Form on Your WebsiteInline, popup or full page, what each does to conversion, and the embedding problems that are genuinely hard to debug.