Getting the Demo: 3 Tips for Successful Email Outreach

Any salesperson knows you want to make it easy for the prospect to take the next move.

Many sales professionals send out emails that make prospects do all the lifting. We all know that most of the time, prospects skim through the message and delete it altogether.

But there’s a way to get prospects to read your email and have their attention grabbed.

That’s where product demos come in.

Product demos are an easy way to convert qualified prospects into paying customers. However, getting a prospect to attend a demo is not easy. Most prospects would rather play with your software on their own time than schedule an appointment to walk them through a presentation. Asking prospects to commit to a demo requires hard work and convincing.

In today’s post, I’ll share three tips for successful outreach that you can use to get that opportunity to demo. Let’s dive in.

1. Find out Who the Decision-Maker is

A big challenge facing sales professionals is ensuring they communicate with the right person. If you deliver a great pitch to a prospect where you find out they have zero power, you’ve just wasted your time.

Many salespersons try to communicate with decision-makers by hiding, and with the evolution of technology, it has become easier for them to avoid the people they don’t want to talk with.

The first thing a salesperson should do is research prospects and their companies. Looking at the company’s website, LinkedIn page, and other industry resources will help give you the information needed to approach them and make your pitch. If you notice that a mutual connection you have is at a company you want to approach, asking for an introduction can be helpful.

Once you discover who the decision-maker is, think about how you want to approach them and meet their business needs.

Don’t expect anything in return. If somebody important is going to take time out to talk to you, it needs to provide value.

2. Reach out with a Clear Message

When contacting a decision-maker, you want to have a single ask. Use a proven cold email template and personalize it to make it more relevant to the person you're contacting.

And that is to get them to book a time with you for a product demo. You want to put them before yourself, or you'll get nowhere. Sales aren't just about sealing the deal; it's about making the experience worth their investment and time.

Remember, giving the demo is not to show off a product; it's to offer value. Alter each demo to address that particular prospect's pain points and how the product can address them.

Once you get their commitment, you want to schedule the demo and make it easy for them to get to the conversation.


Scheduling tools that allow prospects to choose an available slot have become increasingly popular. Tools like Calendly will enable you to integrate your existing calendars, show your availability, and share a meeting request with others.

With Close CRM, you can schedule and manage Google Calendar meetings directly in the app using our new Meeting Sync feature. Once your calendar is in sync, upcoming meetings will automatically appear in your Close activity feed.

You also never have to worry about missing a meeting. The Close reminder bar will ping you wherever you are inside the app, and you can hop over to the call with a single click.

close-meeting-sync-2-1

Meeting Sync is a fantastic way to manage your product demos. You can also integrate it with Smart Views to see which meetings lead to closed deals (you can read more about that here).

The answer to good email outreach is to build relationships without the notion of a transaction. If you can do this, you’re well on your way to email outreach success.

3. Try to Break the Ice

Approaching a new sales prospect for the first time is daunting and never easy. Even the experienced sales professional will be nervous. This is where icebreakers can come in.

Icebreakers can be used to set up a conversation with the prospect. This can help catch the prospect's attention and increase their interest.

Try to reference an issue (i.e., a problem with their website), a case study you have done that is relevant to their industry, or talk about a topic that you are an expert in and have the authority to speak on. If you claim you can solve your prospect’s pain points, show them how with facts.

Enhance Your Sales Demos and Close More Deals

Prospecting doesn’t have to be a stressful process. It can be a positive experience for both the salesperson and prospect.

Familiarizing yourself with and getting comfortable with the above tips can give you a significant boost, making you feel confident and on your way to closing more deals.

Giving successful product demos is not rocket science. Anybody can do it—if you've got the right blueprint.

Table of Contents
Share this article