B2B demo request qualifier

A click-to-WhatsApp ad for a B2B product delivers two very different people through the same door: a buyer with a budget and a student writing a comparison post. A calendar link treats them identically, and the sales team pays for that in no-shows.

This template qualifies the chat before anything reaches the calendar. It picks up the offer the ad made, asks what the team is trying to solve, how many people would use the product and what they run today, then proposes a demo only when the answers add up. Everything it learns is captured as structured fields, so the person taking the call opens the conversation already knowing the stack and the timeline. Security reviews, procurement and anything enterprise go straight to a human.