demo-form-design
Installation
SKILL.md
Demo Form Design
The demo request form is the highest-intent conversion point on a B2B SaaS website. Every field you add reduces completion rate by 5-10%. Every unnecessary field is a prospect who wanted a demo but didn't finish the form. The form's job is to capture enough information to route and personalize the demo while creating as little friction as possible.
The principle: ask only what you can't get from enrichment. If Clearbit or Apollo can fill a field from the email address, don't ask the prospect to type it.
The Optimal Field Set
Required fields (always include)
| Field | Why required | Can't be enriched? |
|---|---|---|
| Work email | Primary identifier. Routes, deduplicates, enriches | No (it IS the enrichment key) |
| First name | Personalization in follow-up | Can be enriched, but asking is natural and fast |
| Last name | CRM record, dedup | Can be enriched, but asking is natural and fast |
Three fields. That's the minimum viable demo form. Everything else is either enrichable or optional.