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Improve outbound efforts with demos that spark those "aha” moments
Why It matters?
If a picture speaks a thousand words, imagine what an interactive demo can do. Demos are a great way to elevate your email campaigns and sales outreach efforts. Cut through crowded inboxes to surface exactly how your product can help prospects.
What we’ll cover
- Personalize outreach demos to increase engagement and response rates
- Share demos through email campaigns, CRM tools, and social channels
- Track engagement metrics to prioritize follow-ups and measure efficacy
Sales outreach with Storylane
1. Create
A few pointers to keep in mind when building demos for sales outreach:
- Keep it relevant: As with any sales communication, it's best to avoid being too…well, salesy. Set context in the demo title and within the first couple of steps, ensure your guide copy is helpful (not pushy), and try to curate demo narratives to specific buyer personas and industries.
- Put a face to your demos: Storylane supports a range of features (presenter videos, voiceovers, variable tokens, etc.) to help you quickly personalize demos to prospects. A personalized demo + thoughtful email/message makes for a great one-two combo to land meetings and conversions.
- Encourage next steps: Prospects who make it deep into your demo (which you can track with Storylane's analytics) clearly express a degree of intent. Pepper your guided demos with case studies, statistics, and clear CTAs ("talk to us", "start for free", etc.) to encourage next steps.
- Keep it brief: For cold outreach, consider using micro-demos (4-6 steps) that deliver immediate value without overwhelming recipients. Save longer demos for prospects who've already shown interest.
- Problem-solution narrative: Structure your outreach demos to quickly establish the problem, demonstrate how your solution addresses it, and showcase the outcome with relevant metrics or testimonials.
“Our message can be very hard to articulate verbally — but once our prospects see the technology, there’s this light bulb moment where they go: ‘oh now I get it!’” - Stephanie Madsen, Director of Product Marketing, People.ai.
2. Share
With your demos ready to go, here are a few ways to reach out to prospects:
- GIFs and links: Consider Storylane GIFs to catch attention in early-stage emails. When using demo links, use compelling CTAs to drive engagement: “See in Action”, “Try Yourself”, etc.
- Email provider: Storylane supports 15+ different email providers to choose from. You may also send demo events to your CRM, MAP, or your Data warehouse. See all integrations.
- CRM apps: Storylane is the only demo automation tool to support native CRM apps. Measure engagement and send personalized demos straight from HubSpot and Salesforce, enabling reps to work within their existing workflows.
- Gmail plugin: Storylane also supports a nifty little Gmail plugin allowing you to browse through and select demos straight from Gmail, perfect for personalized one-to-one outreach.
- Social platforms: Share snippets of your demos as GIFs on LinkedIn, Twitter, or other relevant platforms where your prospects spend time, with links to the full interactive experience.
- Multi-channel sequences: Incorporate demos into multi-touch outreach sequences across email, social, and phone touchpoints to reinforce your message across channels.

3. Track
Here's how to track demo engagement (and intent signals) without gating your demos:
- Unique links: If you're using one demo across multiple campaigns, create a new link for each campaign. This allows you to measure analytics independently for each email campaign/user.
- Intent signals: So far, we've discussed sending demos as part of cold outbound. On the flip side, consider tracking demo engagement with, say, the product tour on your website, analyzing which parts of the demo a certain account cares about most, and personalizing outreach based on collected intent signals.
- Notifications: Setup real-time Slack notifications to stay on top of high-intent prospects as and when they engage with your demos. This may further inform your follow-ups and retargeting.
- Engagement scoring: Develop a scoring system based on demo interactions (steps completed, time spent, features explored) to prioritize follow-up and identify the most promising prospects.
- A/B testing: Create different versions of your outreach demos to test which messaging, features, or use cases resonate best with your target audience.
4. Best practices for follow ups
Turn demo engagement into meaningful conversations with these best
- Timing matters: Follow up within 24 hours of demo engagement when your solution is still fresh in the prospect's mind.
- Reference specific interactions: Mention particular sections or features the prospect spent time on to make your follow-up relevant and contextual.
- Address unanswered questions: If analytics show the prospect dropped off at a particular step, address potential concerns or questions they might have had at that point.
- Progressive disclosure: For prospects who completed an initial demo, offer a more in-depth demo of specific features they showed interest in.
- Multi-stakeholder approach: If tracking shows the demo was shared internally, offer role-specific demos for different stakeholders in the buying process
- CTA asks: End with a soft CTA to encourage engagement without overwhelming the recipient. Asking for a 30-minute demo call too soon might result in rejection or ghosting