Send the demo recap to the prospect
After the demo, Revo drafts the recap with what landed, what's next, and any follow-up artifacts. CRM updated, prospect hears back same-day.
Demo recaps sent same-day signal urgency. Revo writes them in minutes, anchored in what the prospect actually reacted to.
What lands
Recap of what landed (positive signals), what they pushed on (objections to address), the next step with date, follow-up artifacts attached.
- 1
Read demo notes
What worked, what they pushed on.
- 2
Draft recap
Specific to demo, with next step.
- 3
Update CRM
Stage advance, follow-up tasks.
Tools Revo touches for this action
Revo connects to your stack and pulls the context this action needs. Tap any tool to see the rest of what Revo runs there.
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