Form vs Scheduler: What’s Your Demo Workflow Poison?

Setting up meetings or product demos is a crucial step in the sales and customer engagement process. Though there are other ways to go about this, the “Form vs. Scheduler” argument has been continuing for a while. This blog post will analyse the benefits and drawbacks of each strategy, look at integrating a scheduler first, go over compiling a list of businesses that don’t end up booking, and revisit the tried-and-true “form first, scheduler next” method. We will also discuss how LeadRouter, an AI-driven inbound meeting and conversion tool, may help you streamline your demo process. Together, we can ascertain the ideal formula for your distinct business requirements.

Embedding a Scheduler First

One method for implementing the demo procedure is to incorporate a scheduler straight into your landing page or website. There are numerous advantages to this tactic:-

  • Quick satisfaction – Potential customers can schedule a demonstration or meeting without leaving your website, guaranteeing prompt satisfaction.
  • Easy accessibility – It removes the need for back-and-forth dialogue, allowing potential customers to select a time frame that works for them.
  • Increased Conversion – When using a scheduler instead of other techniques, conversion rates are frequently greater.
  • Data Gathering – During the booking process, schedulers might obtain important information about potential clients.

The scheduler-first approach’s advantages include:

  • Prospects may easily schedule a demo.
  • It lessens the sales process’s friction.
  • It may assist you in raising the conversion rate of your demo.

Cons of using the scheduler-first method:

  • Qualifying potential customers before they schedule a demo might be challenging.
  • It’s possible that many of the demos you receive won’t result in qualifying leads.
  • Scheduling demos with busy prospects can be challenging.

Making a List of the Companies That Don’t Get Booked

Prospects frequently begin the booking process but stop short of finishing it. This is a squandered chance that can be successfully handled:-

  • Re-Interaction – You can re-engage with organizations or prospects who start the booking process but don’t finish it by keeping track of them, compiling a list of them, and addressing their issues.
  • Return Loop – With the help of this list, which offers insights into possible problems with your booking system, you can make the required changes to ensure a better experience.
  • Customized Communication – Successful reservations can result from reaching out to these prospects with tailored messages that pique their interest again.

The “The Good Old Form First, Scheduler Next” method

Although there are benefits to embedding a scheduler initially, the conventional method of “form first, scheduler next” should also not be undervalued. With this approach, potential customers fill out a form with their details before being granted access to the scheduler:-

  • Lead Eligibility – By capturing crucial lead qualifying information up front, the form enables you to evaluate whether a prospect is a good fit for a demo.
  • Command – It provides you greater control over the lead creation process, allowing you to efficiently filter and rank leads.
  • Data Gathering – Using the form technique guarantees that you obtain important prospect data at the outset of the engagement phase.

Advantages of the form-first strategy:

  • It enables you to screen potential customers before they schedule a demo.
  • It lowers the quantity of demos that aren’t qualified.
  • Your sales conversion rate may rise as a result of it.

Cons of using a form-first approach:

  • Prospects may find it more challenging to schedule a demo.
  • It can make the sales process more difficult.
  • Setting up demos with potential customers may take longer.

The Function of LeadRouter in the Demo Process

LeadRouter is a revolutionary tool for streamlining your demo process. This is how it improves your workflows:-

  • Incoming Lead Handling – LeadRouter effectively manages incoming leads produced by form submissions or scheduling reservations, guaranteeing that they are quickly routed to the appropriate team members.
  • Automatic Planning – It easily combines with your scheduling procedures to enable prospects to make convenient appointments for demo sessions.
  • Lead Data Perspectives – LeadRouter offers insightful data on the actions of potential customers, enabling you to customize your outreach and interaction.
  • Data-Driven Decision Making – With the platform’s data-driven insights, you can decide on your demo workflow with confidence.


Which “Form vs Scheduler” choice in your sample workflow will vary based on the objectives and requirements unique to your business. Making a list of non-bookers can help re-engage potential customers, but embedding a scheduler first provides instant gratification and simplicity. For lead qualification and control, the conventional “form first, scheduler next” method is used. In any case, LeadRouter plays an indisputable part in streamlining the demo process. Automated scheduling, data-driven decision-making, and effective lead management are guaranteed. The greatest option ultimately comes down to your particular business needs and the most efficient method of effectively engaging prospects.

Scheduler-first is a fantastic option if you want to make it as simple as possible for prospects to arrange a demo. In case you want to screen potential customers before they schedule a demo, going with the form-first strategy is a preferable choice.

You may use LeadRouter to assist you with both form-first and scheduler-first methods of scheduling demos. You can enhance your demo conversion rate, decrease the amount of unqualified demos you have, and qualify prospects with LeadRouter’s AI-powered lead routing engine.



What is the main advantage of incorporating a scheduler into the demo process initially?

Higher conversion rates can be achieved by first integrating a scheduler, which provides prospects with convenience and rapid satisfaction.


In what ways may compiling a list of non-booking companies improve the demo workflow?

In order to convert potential prospects who drop out of the booking process, it enables re-engagement, feedback gathering, and tailored marketing.


What are the benefits of using the form first, scheduler next method?

It makes lead qualifying, data gathering, and process control over lead production possible.

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