Help SDRs convert interest into booked calls by turning each HubSpot demo request into a scheduling task with a prep checklist attached.
What's Included
- Demo-request trigger: Fire when a contact submits a demo-request form or property.
- Scheduling task: Create a Taskade task to book the call and confirm timing.
- Prep checklist: Add reusable steps to qualify and prepare before the demo.
- AI qualification: An AI agent drafts discovery questions tailored to the lead.
How To Use
- Connect HubSpot and watch the demo-request signal.
- Map the contact details into the scheduling task.
- Attach your qualification checklist.
- Activate to keep demo requests moving fast.
Link this with your HubSpot automations and let AI agents prep every demo.