The leave-behind demo: close more deals asynchronously
The best salespeople know the meeting is just the beginning. Here's how to send a follow-up demo your prospect can share with their whole buying committee โ and why it changes everything.
You had a great discovery call. The prospect was engaged, asked good questions, and said "let's move forward." Then two weeks of silence.
Sound familiar? The problem isn't your demo. It's what happens after your demo.
B2B buying decisions are almost never made by one person. Your champion needs to convince their manager, their IT team, their legal department, maybe even their CEO. And they're trying to do this with nothing more than their memory of your call and a few bullet points they jotted down.
The leave-behind demo fixes this.
What is a leave-behind demo?
A leave-behind demo is an interactive, clickable walkthrough of your product that you send to your prospect immediately after a call. It's not a recording of the call itself โ it's a curated, self-paced experience that lets anyone on the buying committee explore your product without needing you in the room.
The key properties:
- No login required. A link anyone can open and explore immediately.
- Interactive, not passive. They click through the product rather than watching a video.
- Shareable. Your champion can forward it to their entire team in a Slack message.
- Specific to their use case. Built around the workflows you discussed on the call, not a generic product tour.
Why this changes your win rate
Think about what your champion is doing after your call. They're back in Slack, back in their inbox, back in meetings. They need to "sell" your product to people who weren't on the call. Without a leave-behind demo, they're doing it from memory โ and memories fade.
With a leave-behind demo, your champion becomes an extension of your sales team. They paste a link and say "I was on a demo with Clikta today, here's the walkthrough they built specifically for our use case." The CFO opens it, clicks through it in 3 minutes, and either approves or asks a specific question โ rather than blocking the deal with vague concerns.
"We started sending a Clikta leave-behind after every discovery call. Our deal velocity on second meetings went up 28% in the first quarter."
โ VP Sales, Logistics SaaS ยท Amsterdam
How to build a great leave-behind in under 10 minutes
Step 1: Record the specific workflow they care about
Don't send a generic product tour. On your call, you learned what matters to this prospect. If they're in sales enablement, record the demo creation and sharing flow. If they're in customer success, show the onboarding guide builder. Use the Chrome extension to capture just the relevant workflow โ 5 to 8 steps is ideal.
Step 2: Let AI write the captions
Clikta's AI generates a step description for every click you captured. Review them, tweak the one or two that need personalisation ("This is where you'd add your logo and brand colours"), and you're done. This takes 2 minutes.
Step 3: Add a personalised intro step
The first step of your demo can be a text overlay: "Hi [Company name] team โ here's the workflow we walked through today, specifically built for your use case." This costs you 30 seconds and makes the demo feel tailor-made.
Step 4: Publish and send within the hour
Timing matters. Send the leave-behind within an hour of your call, while the conversation is fresh. Your email subject: "The [Product] walkthrough I mentioned โ share this with your team."
What to do when they view it
Clikta shows you when your demo is viewed and roughly how long each step was open. When you see your leave-behind being viewed โ especially at an unusual hour (meaning it's being shared internally) โ that's your cue to follow up.
"I saw you and the team explored the demo this morning โ happy to answer any questions that came up" is a much more relevant follow-up than a generic "just checking in."
The numbers
Across Clikta customers who use leave-behind demos consistently, we see:
The bottom line
The leave-behind demo is one of the highest-leverage things a sales team can do. You've already done the hard part โ the call. Spending 10 more minutes building a shareable, interactive walkthrough gives your champion a tool to sell for you while you sleep.
If your current sales process ends when the call ends, you're leaving deals on the table.
Send your first leave-behind today
Record your product once, publish a shareable link. Your prospect's whole team can explore it โ no login, no friction.
