Demo Follow Up
An example workflow for a quick follow up to a client after a demo
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Follow up with a prospect after a product demo to answer questions and move the deal forward.
- Demo recap
- Send additional resources
- Schedule next call
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 handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- 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.
Email workflow audit
Make sure this is the right workflow to standardize first
Use the audit to compare repeatable Outlook emails by volume, risk, and complexity before choosing the first workflow for your team.
How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
Explore Solutions By Role
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
5 Everyday Email Tasks You're Wasting Time On (And How to Fix Them)
Discover how professionals can save hours each week by automating repetitive email tasks, ensuring consistency, and improving communication quality with Toggles for Outlook.
Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.