Signal-Based playbooks

Abandoned Demo Requests

Identify people who were about to book a demo and dropped at the last minute.
Engage with them with one click.
All directly from Salesforce.

They Were So Close. Go Get Them.

1️⃣ Identify people who dropped out of the demo request flow before booking the meeting

Let MadKudu Copilot surface to your sellers people who did not complete their demo request so you can follow-up on those high intent leads.

Identify companies about to renew with your competitors image
2️⃣ Understand in a click what they’re interested in

Leverage automated account research to identify what led them to initiate a demo request with you.

This context is key to engage with them and catch their attention.

Identify the decision makers to engage with, even if they are not in Salesforce yet
3️⃣ Engage those leads with a highly customized email

Mention their challenge and how you can help.

Directly ask them if they’re still interested in a live demo and share your calendar with them.

Engage those contacts with an email explaining why your solution is different.
Hunter Romano, Senior Account Executive at Lucid
Lucidchart logo

"Having an actionable, relevant follow up email for qualified prospects/demos that don’t show up has been huge for me. Sending the right content/info in that moment almost always leads to a new meeting when the fit is right"

Hayden Anderson,
Account Executive at AI software company
Get a free evaluation of how much pipeline this playbook will bring you