Identify Serious Buyers Behind Trial & Demo Signups

You want to: Separate signal from noise and make sure your sales team talks to the most promising leads first.

Your AI agent can: Call new trial signups or demo requests, ask light qualifying questions, and escalate only the serious buyers.

Contact Sales

Industry: SaaS / Software & Apps

Business Goal: Sales Acceleration

Call Direction: Outbound

Agent Type: Qualification Agent

What can this AI Agent help you achieve?

Increase MQL-to-SQL conversion

Reps spend time only on real leads

Increase MQL-to-SQL conversion

Reps spend time only on real leads

Filter low-intent users

Eliminate curiosity clickers from the queue

Use the agent when:

Free trial or demo request volume is too high for human follow-up
SDRs are stretched thin and need prioritization help
Sales is spending too much time on unqualified inbound leads

What you need:

Form submission trigger (trial start, demo request)
Basic lead enrichment or filtering criteria
Defined escalation or handoff rules

How to set it up:

Trigger it:

After [Trial/Demo Signup Form Submission]
When [Lead Status] = New and [Product Interest] is known
Optional: filter by [Country], [Company Size], or [Tech Stack]

What it says (Sample dialogue)

“Hi [Customer First Name], thanks for signing up for [Product Name]. I’d love to ask a few quick questions to see if we can help you get the most out of your trial — is now a good time?”

What it does next:

If qualified → tag as [MQL or SQL], notify [Assigned SDR/AE]
If low intent → tag as [Do Not Pursue or Nurture]
If undecided → offer [Follow-Up Action] via [Follow-Up Method]

Setup prompt template

Setup Prompt Template

Objective:

Qualify new [Trial Signup] or [Demo Request] leads to determine sales fit and escalate promising prospects.

Scope:

Ask only discovery questions.
Do not pitch the product or provide deep technical answers.

Tone and Style:

Friendly, short, and conversational
Curious and respectful — like a helpful SDR

Key Phrases to Use:

“Thanks for signing up.”
“Just a few quick questions to help match you with the right resources.”
“If you’re a good fit, I’ll flag this for a quick follow-up with our team.”

Phrases to Avoid:

Don’t promise a meeting or solution
Don’t say “you qualify” unless scoring rules apply

Required Actions:

Greet with [Customer First Name]
Ask the following screening questions: (Add your questions, for example:)
– What are you hoping to achieve during your trial?
– How many users or seats are you considering?
– What’s your timeline for evaluating tools like this?
– Have you tried other tools or is this your first?
If qualified → tag as [Sales Qualified], notify [Assigned Rep]
If not a fit → tag as [Low Intent], apply [Nurture Logic]
If unclear → offer [Follow-Up Action] or escalate manually