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handle-demo-request

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Use this skill when someone requests a demo through your website — a "Book a demo" form, a webhook carrying little more than a work email — and the question is what happens in the next sixty seconds. Enriches the person and company, decides fit and buyer persona separately, and routes the request down one of three paths: the qualified hand-raise that gets a booking email, the right company with the wrong person, and the account that should be sent to a free trial rather than a calendar. Covers inbound demo requests, form-fill routing, hand-raise qualification, MQL hygiene, and self-serve versus sales-assisted triage.

skills/ariel-cohen/handle-demo-request/SKILL.md

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# Handle a demo request

Runs on every inbound demo request. Produces a CRM record, a fit-and-persona verdict, exactly one outbound email (or none), and a single alert to the team — with the request routed by whether the company is a fit and whether the person is a buyer, never by a tier number alone.

The default handling — route every demo request to a rep and book the meeting — is wrong in both directions. It sends your team into meetings with companies that were never going to buy, and it treats a junior analyst at a perfect-fit account as if they were the CRO.

## Template placeholders

Replace every `{{...}}` before enabling. Full setup list in **references/setup-customization-checklist.md**.

- `{{CRM}}` — where contacts and companies live (e.g. HubSpot, Salesforce, Attio).
- `{{ALERT_CHANNEL}}` — the single channel every demo request posts to, whatever the outcome.
- `{{MQL_CHANNEL}}` — where qualified leads surface. Owned by your scoring pass, never posted to from here.
- `{{SALES_SENDER}}` — the person booking emails come from.
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