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[  On click · Centred modal  ]

Two-step demo booking that qualifies first

Opens from your Book a demo button, asks team size and current tool first, then work email. Sales gets context before the call and the visitor commits before the ask.

Generate leadsSaaS & softwareB2B services
Set up your agentAll templates
promptGive this to your agent

“We sell accounts-payable automation to finance teams. When someone clicks any 'Book a demo' button on flowledger.io, open a short form that first asks how many invoices they process a month and what they use today, then asks for their name and work email so sales can come prepared. The buttons have the class .js-book-demo.”

How it behaves

Layout
Centred modal
Opens
When the visitor clicks an element matching .js-book-demo.
Where
Every page
Devices
Every device
Shows
Every time it is triggered.
Size
Medium
Page behind it
Dimmed; a click outside closes it
Close button
Yes
Steps
2, with a progress bar
After submit
A short confirmation, then it closes

What it asks · 4

Step 1

  • Invoices per monthrequiredSingle choice

    Under 200 · 200 to 1,000 · 1,000 to 5,000 · Over 5,000

  • Current AP toolDropdown

    Spreadsheets and email · QuickBooks or Xero · NetSuite · SAP or Oracle · Something else

Step 2

  • Full namerequiredShort text
  • Work emailrequiredEmail

Answers are saved under each question's label, which is also the column in your CSV export.

Make it yours

  1. 01

    Connect your agent

    Claude Code, Cursor or any MCP client, with or without an account.

  2. 02

    Paste the prompt, in your words

    Change the business, the offer and the timing. The agent starts from this template and edits it.

  3. 03

    Publish and paste one script

    One tag per site serves every popup you publish on it.

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