Demo Meeting Execution

Demo Confirmation & Update

Confirm Information & Update Details From Contacts Demo Meeting
Demo Deal Title
# of Meetings
Meetings Held w/ Account
Demo Meeting Date

MonthDayYear
2 digit month, 2 digit day, 4 digit year
Demo Completed by Shilo Member
Confirm Shilo Member Email
@shilo.ai
Account CRM
Other CRM System/s in Use
Input Other CRM
Other CRM System Notes
Provide any additional details from customer on the additional system
Zillow Flex Team
Demo Outcome
Lead & Account Eligible?
Incomplete Demo Outcome
Completed Outcome
- Team/Organization Name
- Number of Agents
- Overall Team/Org Size
- Organization Type
- Organization Type
- Primary Contact Full Name
  First & Last Name
- Primary Contact Email
  example@example.com
- Primary Contact Phone
  Please enter a valid phone number.Format: (000) 000-0000.
- Owner Same as Primary Contact
- Owner Full Name
  First & Last Name if available
- Owner Email
  example@example.com
- Customer's Brokerage
  Select Other if Customers Brokerage Not Listed
- Flex
- Enterprise Affiliated?
- Zillow Flex Team?
- Enterprise Affiliate Representative Email
  if available. leave blank if unknown
- Where Did They Hear About Shilo
- Primary Lead Sources
- Tech Stack Systems
- Organizations Structure, Staff and Leadership
- Current Accountability & Coaching Process
- Goals, Priorities and Success Targets w/ Shilo
- Potential Target Subscription Tier
  Highest Tier Based on Usage
- targetSpend
  Potential Target MRR $
- Highest Potential Monthly Spend
  Potential Target MRR $
- Account Total # of Call Hours Past 30 Days
- Subscription Tier Level
  Highest Tier Based on Usage
- Estimated Monthly Spend Amount
- Potential Monthly Spend
  Potential Target MRR $
- Starting or Quoted Tier & Amount
  Estimated Usage Level
- startingAmount
- Initial Monthly Spend
  Sales Sold Amount & Current MRR
- Stripe Coupon Code
- Additional Call Hours or Subscription Notes
- Select Opportunity Type
- Incomplete Demo Outcome
- Completed Outcome
- Help Finding Your Bold Trail API Token Key
  
  Click Here to Find API Token Key
- Input The Bold Trail/KvCore API Key/Token
  Help Finding Your Bold Trail API Token KeyClick Here to Find API Token Key
- In-Eligible Reasons
- Select Blockers Preventing Sale
- Create a Follow up Task
- Schedule Task Date
  
  MonthDayYear
  2 digit month, 2 digit day, 4 digit yearInput Date to Schedule Follow up Task
- 📧 Send Post Demo Thank You Email
- Delay Demo Complete Drip
- Delay Drip Start till Date
  
  MonthDayYear
  2 digit month, 2 digit day, 4 digit yearAutomated Follow up Plan Start Date
- Confirm/Update Follow Up Plan
- 📧 Current Active Email Campaigns are
  - Canceled/Reschedule
  - No Show
  - Pricing/Budget
- Requested Systems Currently Incompatible
- Additional Next Step Details
- Next Step Details for CS & Post Demo Notes
- HubspotSalesDealID
- HubspotDemoCompletedDealID
- HubspotPrimaryContactID
- HubspotPrimaryCompanyID
- HubspotOwnerContactID
- HubspotSalesDealNewStage
- HubspotSalesDealNewStageID
- Should be Empty:

Demo Confirmation & Update

Help Finding Your Bold Trail API Token Key

Click Here to Find API Token Key

📧 Current Active Email Campaigns are