Demo Follow Up Email Template & Workflow for Outlook
An example workflow for a quick follow up to a client after a demo. Copy this ready-to-use Outlook email template, or use it as a reusable Toggles workflow with variables, recipients, attachments, and team sharing.
Free to try. No automatic sending - review every draft before sending.
Copy/paste template
Copy the demo follow up email template
Use this once as a regular Outlook template, or launch the full Toggles workflow when you send it repeatedly.
What this template helps you avoid
Common email risks
- Missing required details
- Rewriting the same email manually
- Inconsistent wording across a team
- Forgetting attachments, links, recipients, or preparation notes
Fields your team can fill in
To
Add recipients
Cc
Bcc
Add recipients
Subject
Following up on our demo - next steps
Hi client_first_name,
Thanks again for your time earlier today. I enjoyed learning more about the issues your team is experiencing and how our solution can help you quickly solve them.
As promised, I've attached a bit more information about our solution for your reference. Let me know if you have any questions or if you'd like to next_step.
Looking forward to hearing from you.
Best,
me::first_name
Workflow context
When to use this workflow
Use this workflow after a product demo when the sales rep needs to send a timely follow-up with supporting material and a clear next step.
What this replaces
This replaces rebuilding post-demo emails from memory, forgetting the product attachment, missing a manager CC, or sending inconsistent next-step language across reps.
Why teams standardize this email
Demo follow-up is a high-intent sales moment. Standardizing it helps reps move quickly, keep messaging aligned, and make sure each prospect receives the right materials before the email is reviewed and sent.
What Toggles adds beyond a normal Outlook template
Toggles inserts the workflow directly in Outlook, prompts for variables, prepares operational details, and keeps the draft editable before sending.
- Inserts the demo follow-up email in Outlook
- Prompts for client name, next step, and sender first name
- Adds the approved follow-up subject line
- Can CC a configured sales manager
- Can include the configured product intro attachment
FAQ
Does Toggles send the follow-up automatically after a demo?
No. The rep starts the workflow, reviews the Outlook draft, and sends it manually.
Can reps choose different next steps?
Yes. This workflow includes a next step dropdown, such as starting a trial, scheduling a follow-up call, or moving to a proposal.
Can admins standardize this for the whole sales team?
Yes. Approved workflows can be shared with teams so reps start from the same follow-up structure.
Part of a starter pack
Explore the Sales Starter Pack
Give reps a clean set of approved workflows for outreach, demo recaps, proposal delivery, documents, and next-step follow-up while keeping every send human-reviewed.