A calm follow-up for the call after a demo or presentation. It recaps what mattered to the customer, asks what is in the way and ends with an owner and a date.
Choose "Save as PDF" in the print dialog. Nothing is sent anywhere and no account is needed.
When to use it
Use it one to three working days after a demo, when the customer has had time to discuss it internally.
The script
Follow-up call script after a demo
Call script
Opening
Hello [Name], this is [Your name] from [Company]. On [day] we went through [product] together. Have you got two minutes?
Recap their priorities
You told me that what mattered most was [priority one] and [priority two]. Is that still right?
Open questions
What did you and your colleagues make of it?
Which questions came up that I did not answer?
Surface the real blocker
Is there anything that would stop you moving ahead, even something small?
Agree the next step
Then the next step is [step] by [date], owned by [who]. Shall I confirm that by e-mail today?
If there is no decision yet
That is fine. When should I check in again, and what will have changed by then?
DIRI AI · diriai.com · Training material, not legal or financial advice.
Replace the [square brackets] with your own facts and adapt the wording to your own voice.
How to use it
Write down the two priorities the customer named during the demo before you call.
Ask the blocker question even if the demo went well; small blockers surface only when asked.
Send the e-mail with the agreed step the same day, using the customer's wording.
Practise it before you dial
In DIRI AI an AI customer, clearly marked as AI, answers your call and reacts the way a busy person might. Matching scenario: Decision delayed by internal priorities. The Free plan costs nothing.