IT: ensure demo confirmations require prospect email confirmation

Sales reps miss demos when prospects book but don't confirm, causing stalled deals and wasted prep. Send a confirmation email requesting a written reply, so reps confirm attendees before calls.

IT: ensure demo confirmations require prospect email confirmation

Overview

Missed demo confirmations stall pipeline momentum and waste sales prep. This workflow turns every booked demo into a required written confirmation and logs replies to your CRM, reducing no-shows and clarifying next steps. Sales teams report faster confirmation rates and less wasted prep time.

Notable Features

  • Send confirmation request email
  • Require written reply before appointment
  • Log confirmation to CRM

IT: ensure demo confirmations require prospect email confirmation