Want to get more qualified demos? Use these 10 tweaks on your SaaS Website

I’m so tired of seeing so many awesome startups losing a ton of leads by not having a proper way to convert visitors into demos.

Why do they get such simple things so wrong? Fortunately, I’ll teach you step by step how to not be one of them.

If you are using a high touch approach (especially if your product is high ticket) you can easily generate a ton of revenue by filling up sales people’s calendars with qualified leads.

How can your startup get that many demos scheduled?

Well…If you have the right process and the right funnel it’s easily doable and you could generate a ton of revenue since you know that you could convert 25% of demo/sales calls (for example) into customers.

[Prove] Below you can find the number of inbound calls I get from people that go to my website and convert. These essentially “demos” for my own business and not counting the leads I get from my email courses 🙂

100% Inbound calls generated from my own website

I can already turn free cold traffic with these articles into thousands of dollars, so why shouldn’t you?

In this article, I will teach you the principles behind scheduling more demos along with simple tweaks you can use to increase your number of demos right now!

This alone will 3x your demos

Most people won’t be ready to give their time away to any of the dozens of random companies they come across today.

Thinking you can simply add a “Schedule a demo” CTA and have a ton of leads coming in it’s just not realistic. Sorry, that just doesn’t happen.

Now that I broke your heart and you have the right expectations you will start to notice how you can possibly warm up your visitors so they can trust you to give you some of their time.

Only a small percentage of people will take you up on the demo so you need to provide alternatives so others can eventually convert to a demo while you also qualify them.

Related article:

Why you might be missing out on 70% of conversions (and how to fix it)

How to warm up visitors before a demo

Essentially you want to provide value first! It could be in a form of a training video, article, case study or whatever would be complementary to the solution you are offering.

Figure out what type of content could make your visitors feel like you know what you are talking about or at least share with them some of your results and your process from previous customers.

So for those who are not ready to convert right away create some lead magnets for them and use an email sequence to follow up with them and get them on the phone as I covered in the list of funnels from the article below.

Related article:

Dear Startups, you don’t need a Landing page you need a proper funnel!

This way, you might be getting conversions higher up in the funnel but with a proper process you will be able to educate them on your solution and qualify them for a demo/sales call shortly after.


Free trial CTA around Blog posts

Close.io — Steli (the founder) is pretty much viewed as the “sales/cold email guy” in the Startup world. He provides amazing content that when applied, can get you amazing results although you will need a CRM to manage all of the ongoing deals and guess what…That’s exactly what Close.io offers!

They were able to explain how to fix a sales problem and let people realize that they can use his product to solve it, this way, they are converting people from lead magnets into customers later on.

Image from EmbedSocial

EmbedSocial enables you to check their success stories so you will be more likely to convert after you read them.

I think the execution is great here and you should definitely use it as reference.

Demo section from a full Landing page breakdown, full article here

This is a more “sneaky” example as I used the demo as a secondary CTA and made sure the expectations is to answer any questions about the product and that we have a support team to do just that.

Essentially people will feel they are not ready to convert so the demo would be a good way to answer their questions.

They don’t know that this was on purpose so you could demos and convert them in the call.

This works especially well with complex/technical products or simply high ticket products.

Related article:

Breaking down a Conversion-Driven SaaS Landing page (designed to capture more leads)

Make scheduling stupid easy


“Please complete the form and one of our experts will contact you as soon as possible.”

Why do companies keep doing this!?

Things like “requesting” or saying “We’ll be in touch”…It’s like the customer needs to do all the work!

You can simply embed Calendly on your website for free and let people select their own time.

This way people can simply go through your application process and select their time, 100% on autopilot with no back-in-forward messages

Good funnel from Copilotai.co

In this example, you can schedule a 15 min meeting with the sales guy on the fly and enables the company to learn even more about their prospects and still close them on the phone.

Why should I schedule?

Just put yourself in your potential customer shoes…Why should he/she schedule a call?

What value and benefits would taking the call bring?

Would it help them discover if you are a good fit?

Or…Identify the cause of the problems they are having?

You 100% need to explain why they should schedule a call because if there are no benefits there are no motivation to do the call which leaves you with no conversions.

The page where I get the calls, check it (or schedule one) here

This is the page where I get my inbound calls, notice how remind them of how useful the call should be regardless of the outcome.

It’s extremely simple but that’s also because I’ve done all the work, the good articles, lead magnets and the social proof before they even get to this page!

Also, why the hell are you trying to figure out all the problems by yourself? You can simply schedule a free strategy session with me so we can discuss your problems and goals.

Good example of showing the value of the demo call

Good example of a demo opt-in page from Freshdesk

Full breakdown of a great demo application page later in this article.

Reduce the commitment

There is little we can do to get around the huge time commitment demos can be for your visitors so the only thing we can do it’s try to make it seem less of a commitment.

There are 3 main (easy) ways to do this.

#1 — Reduce the call time‍

Don’t make the demos more than 30 minutes and try to use a sales script or a proper process so you can get to the goal of the call as fast as possible. It’s beneficial for both ends.

#2 — Make the call valuable (regardless of the outcome)‍

If someone feels the call will be valuable regardless of the outcome they won’t feel the pressure that they will be sold throughout the entire call.

People hate being pitched so if they don’t feel it will be valuable they won’t convert, especially the customers with the highest lifetime value (as they are being pitched even more often).

#3 — Qualify them before they even get on the call

We know that you can’t sell 100% of your calls but you can save your time by pre-qualifying people using your a great application process as I will teach you below.

I wouldn’t do this if you are experienced in making good funnels as you might risk not converting anyone but regardless it’s a great way to reduce the call time for both you and the potential customer.

Improve your Call to action

Bad example of a demo form. I removed the name for privacy reasons.

Send message!? Don’t try to be too creative in terms of what your CTA copy should say.

Different scenarios might use some special copy but it’s usually better to stick with something simple and easy to understand just so you don’t run the risk of people not understanding what you are offering them.

Good examples of CTA copy.

  • Schedule a demo
  • Book a time
  • Chat with the team
  • Talk to the support
  • Free strategy session

Master your Demo Application process

Now I’ll be breaking down this simple but effective demo page.

Notice how many details go into such a simple page. All of these details compound to make for the best results possible.

Luckily for you, you can just copy/follow this process!

#1 — Remove the Navigation

This is very common in the e-commerce world and it’s used to avoid people leaving the checkout process once they are in it and reduce the chances of customers second-guessing their buying decision.

I’m all up for providing alternative CTA’s (as you read above) but now that people are considering converting you need to make them stick until the very end if you want to get some conversions.

#2 — Remind them of why they are here

Use the title to remind them of your value proposition and give a glimpse of why the call should be useful.

#3 — Make it seem like it’s tailored for them.

Use the text below the title to support the value proposition you wrote above and use some bullet points to showcase the value of this call.

#4 — Remove unnecessary steps

I see completely unnecessary fields on contact forms all the time…it’s almost like they don’t want to get leads!

Remove anything that could lead to open questions, that is not a big priority or stuff that you can just ask on the call.

Why increase the commitment to convert with these useless input fields?

#5 — Add social proof

Good demo/call page from Credo

This is an example from Credo where you can tell that they have helped big companies before.

If it worked for bigger or same sized companies, why wouldn’t it work for them? See the logic here?

If you use their competitors it’s also great for FOMO which is another great way to make them take action 🙂

You can use some logos of familiar companies or testimonials from other customers as an extra boost in confidence that this could be a great call for your potential customers and that you have the authority to solve their problems.

#6 — Show the progress

If your application process takes longer than one step you really should consider adding a progress bar to show exactly how far people are from getting their call.

Simply by not knowing how close they are to the call they might fear that the process can take way too long.

Guess what happens if you don’t? They don’t convert…

#7 — Show them the next steps

Following the same principles as the point above you should show your visitors what they will do in the next step of the application process so they know what to expect.

As you can see from the design I gave several glimpses that you would be able to schedule the exact time right after you input a couple of data points in step 1.

#8 — Track each step

It’s super important to understand exactly what might be keeping you from getting more demos as 90% of the time you’ll at least one of these two issues.

Issues #1: If you are getting a significant amount of people to this demo page but less than 10% convert then most likely there is something wrong with this page.

You should check if the input fields are ideal and if you explained the value of the call properly.

Issues #2: If you are not getting many people from a certain page to this demo page (example: Landing page -> Demo page) then you are not communicating the value of the call before they enter the page so most people don’t even get to it.

Easily track funnels with Hotjar (for free)

I recommend you use the funnel tool inside Hotjar (it’s easier and tracks the conversion of each input field for free) or use the less user-friendly funnel features inside Google analytics.

read original article here