Demo Funnel Audit for B2B SaaS

Is your demo funnel working — or does it just look like it?

We test whether a real buyer can actually get from your demo page to a booked meeting — before broken routing, a misconfigured scheduler, or a missing email shows up as lost pipeline.

No setup. No SDK. Just your URL.

Built for demo-led B2B SaaS Works with HubSpot, Salesforce, Calendly, Chili Piper No setup · No SDK · No engineering Sample audit available on request

What you get back in 15–30 minutes

1

A full funnel replay

What loaded, what didn't, where routing broke, which email arrived, which didn't — every step documented with evidence.

2

Demo path works or Demo path is leaking

One verdict. The exact steps where the path to a booked meeting breaks. Nothing to interpret.

Funnel breakage is invisible until it shows up as a pipeline miss.

You change routing rules, landing pages, scheduler config, email sequences. Any of these can silently break the path to a booked demo.

How it works

Form
Routing
Scheduler
Invite
Follow-up
  1. 1

    Give us your URL

    Paste your demo request or signup page URL. No setup, no SDK, no scripts.

  2. 2

    We run the full path as a real prospect

    We fill the form, follow routing, book a slot, and check the invite and follow-up email. From outside your systems — no internal access needed.

  3. 3

    You get a verdict, a replay, and a report

    Demo path works or Demo path is leaking — the exact step that failed, evidence at each stage, and a plain-language report your whole team can read.

This is what you receive

A real audit report — verdict, full funnel replay, issue breakdown, and recommended fixes. Delivered in 15–30 minutes. No interpretation needed.

bookeddemo.com/reports/orbit-analytics-march-09
CompanyOrbit Analytics
Forms tested2
Emails monitored3-email sequence
Completed28 minutes
Demo path is leaking — 3 issues found
Pricing page leads route to wrong queue. Calendly timezone offset: 3h discrepancy for ET prospects. 24h nurture email not sent.
Critical
Pricing form routes to wrong sales queue
orbitanalytics.io/pricing · HubSpot hs-form-19203
High
Calendly shows slots in US/Pacific — no timezone label
Calendly /talk-to-sales · 3-hour offset for ET visitors
Medium
24-hour reminder email not sent
HubSpot workflow · Chili Piper webhook not updating demo_booked
Form submitted → HubSpot contact created Pass 14:23:07 · 1.2 s
Lead routing — Chili Piper · Enterprise queue Pass 14:23:10 · 3.1 s
SDR inbound call received Pass 14:27:11 · 4 min 4 s
Scheduler "Talk to Sales" — timezone not displayed Issue 14:31:18
Calendar invite — DTSTART encoded in US/Pacific Issue 14:32:03
Nurture email 1 — Confirmation Pass 14:23:52 · 45 s
Nurture email 2 — Pre-demo prep Pass 15:24:03 · T+1 h
Nurture email 3 — 24-hour reminder Not sent checked +26 h

Not a testing tool. Not a CRM report.

BookedDemo audits the buyer-facing path that none of your existing tools see.

"Someone please check the form and emails after the deploy"
A repeatable external audit with replay and verdict. Every time, not just when someone remembers.
CRM shows the lead was created
We show what the prospect actually saw, where they got stuck, and whether they reached a booked slot.
A monitoring platform that needs test scripts and engineering time
Your GTM team runs it and acts on it directly. No engineers needed.

You shipped. The demo path is checked. No guessing.

After every release: form works, routing is intact, slot books, invite sent. Confirmed — not assumed.

Marketing, RevOps, and sales look at the same replay and the same verdict. The argument about "where did the lead go" stops.

You catch the leak on the day of the change. Not a week later when the pipeline numbers move.

Not a one-time check. Every time routing changes, a new scheduler goes live, or email sequences get edited — you run it again. The audit becomes the habit that keeps the funnel honest.

Before you ask

We don't need another complex tool

Give us the URL. We walk the funnel and return a ready audit. Nothing to install, configure, or maintain.

We don't have time for a heavy onboarding

The first audit doesn't need a project. One demo path, one report. That's it.

We don't want to pipe sensitive data into a new system

We work as an external prospect. We only touch buyer-facing steps — the same ones any visitor would see.

Our form has qualification logic and complex routing rules

That's exactly what we test. We fill the form as a prospect that matches your ICP, follow the routing path, and verify that the right rep's calendar loads — not just that the form submitted.

Can we run this after every release, not just once?

Yes. Most teams run an audit after any change to routing rules, forms, scheduler config, or email sequences. That's the recurring use case we're building for.

Don't find out from a pipeline drop.

Submit your URL and email. We run the full path as a real prospect and send you the verdict in 15–30 minutes.

We'll follow up only if your flow needs clarification before we run it.

View a sample audit report →