handle-demo-request
Installation
SKILL.md
Handle a demo request
Runs on every inbound demo request. Produces a CRM record, a fit-and-persona verdict, exactly one outbound email (or none), and a single alert to the team — with the request routed by whether the company is a fit and whether the person is a buyer, never by a tier number alone.
The default handling — route every demo request to a rep and book the meeting — is wrong in both directions. It sends your team into meetings with companies that were never going to buy, and it treats a junior analyst at a perfect-fit account as if they were the CRO.
Template placeholders
Replace every {{...}} before enabling. Full setup list in references/setup-customization-checklist.md.