Transform product demonstration recordings into personalized follow-up emails and automatically update lead status in your CRM system.
Workflow Steps
Loom
Record personalized demo
Create a screen recording showing your product's features relevant to the prospect's specific use case. Mention the prospect's company name and pain points discussed in your discovery call.
ChatGPT
Generate follow-up email
Use this prompt with the Loom transcript: 'Write a professional follow-up email based on this product demo. Include: Thank you for their time, key features shown, how it solves their specific challenges, clear next steps, professional but friendly tone.'
Gmail
Send personalized email
Send the AI-generated email to your prospect, including the Loom video link. Customize the subject line with their company name and a benefit-focused message like '[Company] Demo: [Specific Benefit]'
HubSpot
Update lead status and log activity
Update the contact's lead status to 'Demo Completed' and log the email activity. Add notes about which features were highlighted and set a follow-up task for 3-5 business days if no response.
Workflow Flow
Step 1
Loom
Record personalized demo
Step 2
ChatGPT
Generate follow-up email
Step 3
Gmail
Send personalized email
Step 4
HubSpot
Update lead status and log activity
Why This Works
Personalized video demos have higher engagement rates than generic emails, and the structured follow-up process ensures no leads fall through the cracks
Best For
Sales teams need to create compelling follow-ups after product demonstrations
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