SaaSSalesPost-Demo

Calendly Post-Demo Follow-Up Sequence Agent

When a Calendly demo meeting ends (detected via video platform webhook), AI sends a WhatsApp within 5 minutes: 'Great speaking today! Here's a summary and next steps.' 24 hours later, proposal link and pricing deck. Day 3 check-in to answer objections. All logged to CRM deal record.

AI operates via

WhatsApp AutomationEmail AutomationCRM Sync

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How It Works

01
Demo End Detection
Video platform webhook signals meeting end. AI activates post-demo sequence.
02
Immediate WhatsApp Summary
AI sends: meeting summary, discussed use cases, agreed next steps, and prospect's name personalisation.
03
Day 1 Proposal Delivery
Email with proposal PDF, pricing deck, and case study relevant to prospect's industry.
04
Day 3 Check-In
WhatsApp: 'Have you had a chance to review the proposal? Happy to answer any questions.'
05
CRM Deal Update
Deal stage updated to 'Proposal Sent'. Next task set for AE: follow-up call at day 7.

See How It Works

The AI Employee executes each step autonomously - no human intervention required unless explicitly configured.

Demo End Detection

Immediate WhatsApp Summary

Day 1 Proposal Delivery

Day 3 Check-In

CRM Deal Update

Step 01

Demo End Detection

Video platform webhook signals meeting end. AI activates post-demo sequence.

Step 02

Immediate WhatsApp Summary

AI sends: meeting summary, discussed use cases, agreed next steps, and prospect's name personalisation.

Step 03

Day 1 Proposal Delivery

Email with proposal PDF, pricing deck, and case study relevant to prospect's industry.

Step 04

Day 3 Check-In

WhatsApp: 'Have you had a chance to review the proposal? Happy to answer any questions.'

Step 05

CRM Deal Update

Deal stage updated to 'Proposal Sent'. Next task set for AE: follow-up call at day 7.

Key Results

+38%

Post-demo response rate

+22%

Proposal-to-meeting rate

–5 days

Deal cycle time

Frequently Asked Questions

How is the meeting summary generated?

From pre-configured summary templates using prospect data, or via meeting transcription integration (Fireflies, Otter).

Can it be personalised by industry or use case discussed?

Yes. Proposal links, case studies, and follow-up content can be routed by industry tag captured in Calendly intake form.

What if the demo was with multiple stakeholders?

AI sends follow-up to all attendee emails captured in the Calendly invite.

Does this replace the AE's follow-up email?

It handles routine follow-up. The AE can focus on substantive questions or negotiation.

What improvement in deal progression is typical?

Teams see 20–30% improvement in post-demo deal progression within 7 days.

Scheduling Integration

Built for Calendly

This template is purpose-built to connect with Calendly. All workflow steps, data sync, and activity logging work natively - no middleware required.

✓Native Calendly API integration

✓All activity logged back automatically

✓No middleware or Zapier required

✓Live in under 7 days

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