Qualify and book SaaS demo leads automatically
A Lindy agent handled lead qualification, enrichment, and demo booking nonstop for a SaaS team.
- What they did
- They set up a Lindy agent with three separate prompts: one to check whether each lead fit, one to add public company details, and one to schedule demos. It worked on incoming SaaS leads at any hour and took over work that had previously been done by hand.
- How it went
- In a mock test, conversion went from 40% to 78%. The setup also cut out hours of manual effort on each stream of new leads.
- Tips
- Have the agent draft its outreach and booking messages first so you can review them. Keep the qualification rules and calendar options clear before letting it run on live leads.
Try it yourself with Lindy
You are helping with inbound demo requests for my [product name]. When a new lead arrives from [form or inbox], first check whether they match [qualification criteria], then enrich the lead with public information about their company, then suggest demo times from [calendar]. Before you send any message, book any meeting, delete any record, or submit any form, stop and show me the exact draft for approval. Test this on three sample leads and report what you would send at each step.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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