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Email Template
Sales

Demo Follow-up and Next Steps

A strategic follow-up email after a product demo that reinforces value, addresses concerns, and guides prospects toward a decision.

40%
Conversion rate
40-50%
Response rate
Within 4 hours of demo
Best Time to Send
35-45% Conversion Rate
Within 4 hours of demo
200-250 words
40-50% Response Rate

Psychology Behind the Framework

People are most receptive immediately after a demonstration, and clear next steps help maintain momentum. This framework capitalizes on both factors.

Source: Sales Psychology and Decision Making Research

Interest

Acknowledge specific interests shown

Tips:

  • •
    Reference key moments
  • •
    Note enthusiasm
  • •
    Highlight engagement
Example Phrases
Your interest in [feature] was notable
I appreciated your questions about
Your team seemed particularly excited about

Memorialize

Document key points and decisions

Tips:

  • •
    Summarize discussion
  • •
    List key features
  • •
    Note agreements
Example Phrases
We covered these key points:
You mentioned these priorities:
We agreed that:

Personalize

Connect solution to specific needs

Tips:

  • •
    Link features to needs
  • •
    Show clear benefits
  • •
    Reference use cases
Example Phrases
This would help you specifically with
Based on your need for
This addresses your challenge of

Performance Metrics

60%+
Response Rate
40-50%
Average
50-60%
Good
45%
Industry Benchmark

Improvement Tips:

  • •
    Send quickly
  • •
    Personalize thoroughly
  • •
    Include clear CTAs
55%+
Next Step Acceptance
35-45%
Average
45-55%
Good
40%
Industry Benchmark

Improvement Tips:

  • •
    Clear value proposition
  • •
    Specific timeline
  • •
    Address concerns

Email Examples

Solution-Focused Demo Follow-up

Subject Line Options

Next steps following our [Product] demo
Your custom [Product] solution – Next steps
Quick follow-up from our discussion

Email Body

Hi [Name],

[Interest]
Thank you for your time today. I particularly appreciated your enthusiasm about [specific feature/benefit] and how it could help with [their specific challenge].

[Memorialize]
Key points we covered:
1. Your current challenges:
   • [Challenge 1]
   • [Challenge 2]
   • [Challenge 3]

2. Relevant solutions discussed:
   • [Feature 1] → Addresses [specific need]
   • [Feature 2] → Solves [specific problem]
   • [Feature 3] → Enables [specific outcome]

[Personalize]
Based on your team's focus on [specific goal], I can see these specific benefits:
• [Benefit 1]: [Expected impact]
• [Benefit 2]: [Expected impact]
• [Benefit 3]: [Expected impact]

[Address]
I've noted these items for follow-up:
1. [Question/concern raised]
   → [Answer/solution]
2. [Additional information requested]
   → [Attached/linked resource]

[Connect]
I've attached these resources for your review:
• [Relevant case study]
• [Specific documentation]
• [Custom ROI calculation]

[Timeline]
Suggested next steps:
1. Technical review with [stakeholder] - This [day/time]?
2. Proposal review - By [date]
3. Decision timeline - [date]

Does this timeline align with your expectations?

Best regards,
[Your name]

P.S. I'll be available all week if any additional questions come up.

Why This Works

  • •
    Immediate follow-up
  • •
    Specific recap
  • •
    Clear value connection
  • •
    Addressed concerns
  • •
    Defined timeline

Personalization Opportunities

  • •
    Demo highlights
  • •
    Specific challenges
  • •
    Team structure
  • •
    Decision process

Industry Variations

Technical Buyer

More technical details

Executive

Focus on ROI/strategy

End User

Emphasize usability

Best Practices

Timing

  • •
    Send within hours
  • •
    Reference fresh details
  • •
    Set clear timeline

Content

  • •
    Summarize key points
  • •
    Address all questions
  • •
    Include resources

Next Steps

  • •
    Be specific
  • •
    Set expectations
  • •
    Make it easy

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