AI demo scheduler for tech startups and software companies · James AI
Common

For tech startups and software companies

Demo scheduler

Preps every booked demo with a brief for you, checks who showed up, and sends no-shows a way to rebook.

  • Calendly
  • Zoom
  • HubSpot
  • Gmail
  • Loom
Hire this James

A replay with a made-up business and made-up data, so you can see each step.

How he does it

7 steps, the same way every time, and one place where he asks you first.

  1. StartsWhen a demo is booked in Calendly
  2. 1Read the booking and their answers in CalendlyCalendly
  3. 2Make sure the invite has a Zoom linkZoom
  4. 3Log the demo in HubSpot with a brief on the companyHubSpot
  5. 4See in Zoom who joined and who did not showZoom
  6. 5Ask you first before writing to no-showsHe asks you first
  7. 6Send no-shows your Loom tour and a link to rebookGmail
  8. 7Text you who rebooked and what is on tomorrow
  9. What you getA brief on every demo before it starts, and every no-show sent your Loom tour and a link to rebook.

This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.

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