Contact, conversational form

Demo request template

A B2B demo request that takes contact details first, then role, team size, current tools and what they want to see.

10 questions, 9 required, as a conversational form

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The Demo request template as a respondent sees it, first question

Every question

  1. What is your name? (required)

    Short answer

  2. What is your work email? (required)

    Short answer

  3. Which company? (required)

    Short answer

  4. What is your part in this? (required)

    Dropdown: I run the warehouse or the floor, I run operations across sites, Technology or systems, Finance or procurement, Owner or executive, I am researching it for somebody else

  5. How many people work in the warehouse? (required)

    Dropdown: Fewer than 10, 10 to 30, 30 to 100, 100 to 400, More than 400, Several sites, varies

  6. What are you running today? (required)

    Dropdown: Spreadsheets and paper, The warehouse module of an accounting system, A dedicated warehouse system we have outgrown, Something built in house, Nothing, we are opening a new site

  7. What would you like to see? (required)

    Multiple choice: Receiving and putaway, Pick, pack and dispatch, Stocktake and cycle counting, Barcode scanning on the floor, Reporting for the people who never enter the warehouse, How it connects to our accounting system, What the first month of setting it up looks like, Pricing, in detail

  8. How soon are you deciding? (required)

    Single choice: This month, This quarter, Within six months, No date, I am building a picture

  9. Who else should be on the call? (required)

    Single choice: Just me, Me and one colleague, A small group, three or four of us, I want to see it alone first, then bring others

  10. Is there anything specific you want answered?

    Long answer

What you fill in

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