VSL funnel template
Software and service teams that use a demonstration to explain a workflow before inviting a conversation.
Example brand: Relay Desk. Demo answers are not sent or saved.
How this funnel works
Introduce the shared project inbox, explain the workflow and ask which part of the visitor’s process needs attention.
- Start
- Your workflow
- Your team
- Your details
- Scattered requests · next step Confirmation
A playbook for this campaign
Relevant product demonstrations. A demonstration focus based on the team’s bottleneck.
When to use it
Campaign visitors who need to understand the specific offer before choosing a next step.
After the request
Answer the workflow question and arrange a relevant demonstration.
Measure the next outcome
Track completed requests and the downstream outcome separately: demonstration attended. The demo records neither. A calendar or checkout click does not confirm the later action.
Prepare before launch
Real product video and demonstration process.
Different answers. Relevant next steps.
Scattered requests
Start with one place for incoming requests.
A demonstration of Relay Desk should begin with capturing a request and giving it an owner, before adding approval steps.
Bring an example request that arrived through more than one channel.
Try this in the live demo →Feedback and approvals
Make the next reviewer clear.
Follow one piece of work from first feedback to an agreed version. Look for who needs to act and how the team knows it is ready.
Bring a recent approval thread, with private details removed.
Try this in the live demo →Finding the final files
Give the final version a clear home.
Use a finished project to compare how files are named, approved and handed over. The useful test is whether a collaborator can find the right version.
Bring the current folder structure and handover steps.
Try this in the live demo →Launch this campaign, step by step
- Replace the fictional brand and review the offer
- Real product video and demonstration process
- Test every answer path and the default result
- Submit a test request and verify its contact record
- Connect and test the intended follow-up; confirm downstream outcomes separately
Message drafts are included for acknowledgement, useful preparation and a manual check-in. Review their copy and connect the appropriate sending channel before using them. These examples do not send messages.
Make it fit your business
Replace Relay Desk with your own identity, offer and imagery. Edit the question labels and destinations, choose the fields you actually need, and review every page before sharing.
The demo uses illustrative AI-generated photography. Replace it with your own product, people or project material before presenting it as evidence.