Sales & Revenue template
Post-demo follow-up hub
Demo recap, answers, assets and next actions, as one link the people you send it to can explore, ask questions in and act on.
A live example
Built with WZRD from fictional material (Parcel AI demo follow-up for Kestrel Retail). Explore it and ask its agent anything.
What's inside
Everything after the demo in one link: the recap, answers to the questions asked, the right materials and the next step. WZRD AI fills these tabs from your material.
Recap
Thanks for the demo, What we covered and Watch againYour questions
AnswersResources
For your team and Customer storyNext step
Book the next sessionIts AI agent: Demo follow-up
Answer follow-up questions from the demo recap and product material. Point to the right resource. Offer the next session. Say when something wasn't covered and offer to ask the team.
Who it's for
- Made by Founder, Solutions Consultant, AE and Sales Leader
- For champion, procurement team, prospect buying committee and economic buyer
- In B2B SaaS, Enterprise, Technology and Professional Services
When to use it
- Before first meeting: a Founder sends it to the champion
- After discovery: a Solutions Consultant sends it to the procurement team
- After a demo: a AE sends it to the prospect buying committee
- During procurement: a Sales Leader sends it to the economic buyer
- Before close: a Founder sends it to the champion
What WZRD needs
- Call transcript + product docs
- Website + discovery notes
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create a post-demo follow-up hub for B2B SaaS before first meeting, using my call transcript + product docs.
Questions
What is a post-demo follow-up hub in WZRD?
Demo recap, answers, assets and next actions, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Salesroom.
What do I need to make one?
Usually call transcript + product docs and website + discovery notes. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by Founder, Solutions Consultant, AE and Sales Leader, for champion, procurement team, prospect buying committee and economic buyer.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create a post-demo follow-up hub for B2B SaaS before first meeting, using my call transcript + product docs." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.