April 30, 2023

How to Create the Perfect Demo Request Email Template?

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Do you want to know how to approach potential clients to schedule a product demo? If so, check out the article to learn how to create the demo request email.

The process of selling a product can be hectic, time-consuming, and even overwhelming as it involves a lot of stages. From finding prospective clients to actually convincing them to buy the product, you have to go through multiple steps to ensure everything goes according to the plan.

In most instances, even getting the potential client to agree to a demo can be difficult, especially when you are selling a unique product.

This is the reason why you should be familiar with the process of creating the perfect demo request with the help of suitable email templates. Modern tools, such as Folio, are also available to facilitate you in this process.

By the end of this article, you'll know how to write an amazing demo request email and how you can leverage use Folio for this purpose. So, keep reading to get to know all about it!

Importance of a Demo Request Email

The importance of a well-written demo request email cannot be understated in the success of a deal!

It is a great way for businesses to showcase their products or services to prospective customers. Companies are able to offer to convince prospects through product demos and make a long-lasting impression on the customers.

Nevertheless, it is not always easy to craft an effective and convincing demo request email. It requires thorough planning, clear messaging, and a properly crafted template. Since any type of official email, including a demo request, is the reflection of your business, you should pay special attention to making it as accurate as possible.

5 Tips To Create The Perfect Demo Request Email

Now that you are familiar with the significance of creating the perfect demo request, you'll know that it can be your first, and probably the last, chance to impress potential clients and show them what your product can achieve for them.

You can follow these five tips to create the perfect demo request email:

Tip # 01 – Know Your Prospects

When you are writing and sending a product demo request email, you must know that you are reaching out to the right person. Generally, sellers are well-familiar with the prospects' requirements by this stage, but if there is still any ambiguity, you must reach out to the decision-makers in the company to ensure you are sending the request to the right person.

Tip # 02 – Incorporate The Right Information

The key to making your demo request a success is including all the relevant information in the email. However, ensure that the email content is geared towards selling a meeting or product demo, not the product itself.

It means you don't have to incorporate extensive technical product details in the product demo request email. Try to strike a balance between being informative, but also not being too technical. The key aspects that you should include in your demo request email are:

  • Importance of interactive demo
  • Benefits that the prospect will get from the demo
  • Features that make your demo different from your competitor
  • Duration of the demo

By incorporating this information in your email, you will have a very high chance of convincing the client to schedule a demo with you.

Tip # 03 – Be Clear and Concise

Most people do not have the time or attention span to read lengthy emails nowadays. So, when approaching a business to propose a demo request, make sure you use concise and clear language in your email.  

Show that you are familiar with the requirements of your prospective clients, but avoid flattering them as it can annoy them, and they might end up ignoring your email completely. Moreover, you should avoid small talk in a demo request email and use short, clear sentences to make your point.

Tip # 04 – Consider Client’s Busy Schedule

A major, yet common, mistake many sales representatives make while writing demo request emails is that they ask for too much time from the potential clients. You should keep in mind that a business, especially a well-established one, is likely to get a lot of demo requests on a regular basis.

Therefore, you cannot expect the prospect to allocate a lot of time toward your specific product. Hence, you should always consider their schedule and try to schedule an initial product demo that lasts for 10 to 20 minutes.

Tip # 05 – Personalize The Demo Requests

The purpose of having a reliable product demo request email template is to get a general idea of the things you have to include in your email. However, it does not mean that you can use the same email for all of the prospective clients.

In fact, you should try to personalize every email as much as possible to ensure you can strike a chord with the prospects and get them to schedule a product demo.

How Can Folio Help?

Folio is an all-in-one demo. Individuals, small businesses, and multinational enterprises can use it to create highly interactive demos and get a massive boost in their conversion rate. It is a great way of not only approaching the leads but also turning them into loyal customers of a company through engaging demos.

With Folio, you can create interactive tours of your product from scratch and deliver them in an engaging manner. It means you won't have to go through the time-consuming (and often boring!) process of designing traditional presentation slides. Instead, you'll be able to save a lot of time and energy by personalizing the product demo and ensuring it resonates with the particular client you are dealing with.

You can learn more about Folio here.


Overall, being familiar with how to write a convincing demo request email is highly important. But at the same time, you must also rely on modern tools, like Folio, to make sure the demo pitches are interesting enough for the prospects to buy your product. Ultimately, visually appealing and interactive product demos go a long way to help you in winning over prospects and make them your loyal clients for a long period of time.

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