AI Sales AgentsSaas Free template
AI Inbound Sales Agent for SaaS
by SUPERFLY
An AI inbound sales rep that picks up the demo request the second it comes in, on live video, while the buyer is still warm. It confirms what prompted the ask, runs a quick fit-check, points them at the part of your product that actually solves their problem, reveals what it costs, then either closes the deal or books the deep demo with your SE. No PQL sits in a queue waiting for someone to free up.
- 13-step call flow
- 4 objection handlers
- Full call script
- System prompt included
- 6 pre-call questions
Call flow · visual builder
Call Start
First message
[friendly] hey {{name}}, thanks for raising your hand. before we get going, can you hear me alright?
Warm-up
- 1. Say: “[friendly] thanks for raising your hand, {{name}}. before we get going, can you hear me alright?”
- 2. Say: “where are you reaching out from today?”
Set the agenda
- 1. Say: “[friendly] quick on how i'll run this so i don't waste your time. i'll get clear on what made you reach out, ask you a few things about your setup, then point you straight at the part of the product that actually fits. if it's a match we'll sort out getting started, and if you'd rather see it deep with one of our engineers i'll book that. cool?”
What prompted the request
- 1. Say: “[curious] so what put this on your radar today? what made you ask for a demo right now?”
- 2. Say: “react to their answer, then dig one layer deeper. ask what they mean by it, or what's driving the urgency right now specifically.”
Ask Questions
- · What are you using for this today, what's your stack look like?
- · What specifically isn't working about it?
- · How big is the team that'd actually live in this?
- · Who else is usually part of saying yes on a call like this?
- · How soon are you trying to have something in place?
- · What have you already tried to fix this before now?
What it's costing
- 1. Say: “reflect their main problem back to them in their own words, briefly.”
- 2. Say: “[thinking] so while it stays like this, what's it actually costing you? could be demos your team can't staff, PQLs going cold in a queue, ARR slipping, or hours you won't get back. what's the real cost for you?”
Present the fit
- 1. Say: “in plain language, describe the one part of the product that maps to their single biggest stated problem, and tie it straight back to their own words. this is the inbound catch, not the full tour, so keep it to the one slice that fits.”
- 2. 📎 your-screen.png Say: “if a screen genuinely helps land the point, share the placeholder screen the user will swap for their own, then stop talking. [show only the one part of your product that solves their stated problem, then connect it back to their words]”
- 3. Say: “[curious] so does that line up with what you've been running into?”
Reveal price, then go quiet
- 1. Say: “tie the price back to the cost they named, in a sentence, before any number.”
- 2. Say: “so the team plan covers what i just showed you. the numbers here are placeholders you set to your real pricing.”
- 3. Say: “go quiet now and let the silence sit. do not talk first and do not discount on reflex. wait for them to respond.”
Close
If
Ready to start now
- 1. Say: “[confident] love it. let's get you set up while it's fresh, sound good?”
- 2. 💬 “Here's your link to get started: {{signup_url}}” Say: “dropping your signup link in the chat now. once you're in, your workspace is ready and you can pull your team in whenever.”
Book the deep demo
If
Wants a full walkthrough or needs the team
- 1. Say: “[warm] totally fair, a setup like yours deserves the proper deep dive with one of our engineers, screen share and your real stack on the table. let's get that on the calendar now so it doesn't slip. what works for you and whoever else should be on it?”
- 2. 💬 “Here's your demo invite and a quick recap to share with your team: {{recap_url}}” Say: “confirm the day and time back to them, then tell them you'll send a calendar invite plus a short recap they can forward to their team.”
Triggers · interrupt the call anytime
Just kicking the tires
When
user says they were just looking, browsing, or kicking the tires and aren't really in a buying cycle yet
Handle: kicking the tires
- 1. Say: “[friendly] all good, no pressure at all, plenty of people start by just having a look. since you're here though, what's the one thing you'd actually want to see work?”
- 2. Say: “based on the one thing they name, offer a small tailored next step that fits where they actually are, like a quick look at just that piece or a trial they can poke at on their own, then ask if that'd be useful.”
Integration question
When
user asks whether it integrates with a specific tool or their existing stack
Handle: integration
- 1. Say: “if the integration is covered in the knowledge base, confirm it plainly and say roughly how it connects; if it isn't, say you'll capture it and get them a definite answer right after.”
- 2. Say: “[curious] does that integration need to be sorted before you'd move forward, or is it more of a nice-to-have down the line?”
Wants a real SE
When
user says their product or security is too technical and they need to talk to a real sales engineer
Handle: wants a real SE
- 1. Say: “[reassuring] makes total sense, a technical setup deserves someone who can go all the way down with you. i can get one of our sales engineers on a proper deep demo, screen share and your real environment.”
- 2. Say: “ask what specifically they'd want that engineer to cover, capture it, then offer a couple of times to book the demo.”
Too expensive
When
user says the price is too high or out of budget
Handle: too expensive
- 1. Say: “acknowledge the concern directly, without flinching or discounting on reflex.”
- 2. Say: “[thinking] set it against what you just told me this is costing you every month it stays unsolved, not against this quarter's budget. so where does the price actually land for you?”
Key highlights
- Catches the request the second it landsThe moment a demo or pricing request comes in, the agent jumps on a live video meeting while the buyer is still warm, instead of letting the PQL sit in a queue waiting for a rep to free up.
- Fit-check, then the relevant fixIt runs a quick read on stack, team size, and timeline, then points the buyer straight at the one part of the product that solves their problem, not a full feature tour.
- Reveals price in contextGets the buyer to name what the status quo is costing them in demos, ARR, or hours, then states your pricing against that number and holds the silence.
- Closes or books the deep demoSends the signup or trial link on a buying signal, or books a proper screen-share demo with your SE for the deals that need to go deeper.
- Knows when to hand offWhen the buyer needs a real engineer or a technical deep dive, it books that instead of faking a walkthrough it can't do justice.
About this template
This template is the speed-to-lead catch for inbound SaaS demand. When a buyer requests a demo or asks about pricing, the agent gets on a live video meeting right away, confirms what prompted the ask, and runs a quick fit-check before pointing them at the part of your product that actually solves their problem.
It's deliberately not the full demo. The job here is to handle the inbound request the moment it's hot, get the buyer to a clear yes or a booked next step, and stop PQLs from going cold in a queue while an AE is busy or asleep in another time zone. When a deal needs a deep technical walkthrough, the agent books that demo with your engineer instead of trying to run it.
Because the buyer raised their hand, the agent earns the right to talk price. It makes the cost of the status quo real, reveals your pricing against that number, and holds the silence. When the buyer is ready it sends the signup or trial link, and when they need their team it books the demo and sends a recap they can forward to the people who sign.
Who it's for
- PLG SaaS teams generating more demo requests than their AEs and SEs can staff
- SaaS companies expanding into new segments or time zones where inbound lands while the team is offline
- Founders who've become the bottleneck on every inbound demo and pricing request
- Sales teams where top-of-funnel growth is outpacing headcount and PQLs go cold waiting for a slot
- Vertical and dev-tool SaaS that wants inbound caught fast, then deep demos booked only for the right fits
Features & capabilities
Live video speed-to-lead Picks up inbound demo and pricing requests as a scheduled video meeting, the way a fast SDR would over Zoom or Meet, never a phone call.
Confirms the trigger first Opens by finding out what actually prompted the request, so the rest of the call is built on why they're really here.
Six-question fit-check Works through stack, what's broken, team size, who else decides, timeline, and what they've tried, one at a time.
Cost-of-inaction beat Makes the buyer name what the unsolved problem is costing them before any pricing comes up.
Relevant fit, not a tour Presents only the slice of the product that maps to their stated pain and ties it back to their own words.
Price reveal with silence States your pricing once value is built, set against the stakes they named, then goes quiet and lets them respond.
Routes the deep demo Books a screen-share walkthrough with a sales engineer when the buyer needs real technical depth, with their questions captured.
Objection handling Just-looking, integrations, needs-an-SE, and budget each get a real response live, then the agent re-asks.
Close or booked next step Sends the signup or trial link, or captures a specific demo time and a recap the buyer can forward to their team.
Best use cases
Speed-to-lead on demo requestsA buyer requests a demo and the agent gets on a live meeting right away, runs the fit-check, and closes or books, so the lead never waits days for a human slot.
After-hours and overflow inboundWhen the calendar's full or it's the middle of the night in another time zone, the agent catches the inbound request and keeps the deal warm instead of dropping it into a queue.
Triage before the SE's calendarRun the catch, qualify lightly, and only book the deep screen-share demo with a sales engineer for the buyers who actually warrant it.
PLG pricing questionsWhen a trial user or PQL asks about pricing, the agent handles it live, ties price to their stakes, and moves them toward a paid plan or a booked demo.
What you can build from this
- An inbound catch agent wired straight to your demo and pricing request forms, live within minutes of the ask
- An after-hours inbound rep that keeps every PQL warm across time zones your team can't cover
- A two-step funnel where the agent catches and qualifies, then books only the right-fit deals onto your SE's calendar for the deep demo
Data the agent collects
Every call is auto-analyzed afterward. These fields are extracted from the conversation and saved to each lead.
Lead nameText
Captured from the request form and confirmed in the warm-up.
CompanyText
The account the buyer represents.
What prompted the requestText
Why they reached out today, in their own words.
Current tool / stackText
What they use today and what isn't working about it.
Team sizeNumber
How many people would actually use the product.
Cost of the status quoText
What the buyer said the unsolved problem is costing them in demos, ARR, or hours.
TimelineText
How soon they want something in place and what's driving it.
Primary objectionEnum
Just looking, integration, needs an SE, too expensive, or none.
ReadinessEnum
Ready to start, needs the deep demo, needs the team, or early.
Call outcomeEnum
Closed, demo booked, or no.
Booked demo timeText
The day and time captured when the deal needs a deep demo or the team.
Link sentYes/No
Whether the agent dropped the signup or trial link in chat.
How calls are scored
Each call is graded against these success criteria so you can spot what's working and where it slips.
- Caught it fastOpened the meeting promptly and confirmed what prompted the request before anything else.
- Ran the fit-checkWorked through roughly six fit questions, one at a time, before presenting anything.
- Made the stakes realGot the buyer to name what the status quo is costing them before pricing came up.
- Presented only the fitShowed the one part of the product tied to the buyer's stated pain, not a full tour.
- Revealed price in contextStated pricing after value was built, against the stakes named, then held the silence.
- Routed deep demos correctlyBooked a screen-share demo with an SE when the buyer needed real technical depth, instead of faking it.
- Handled objectionsMet just-looking, integration, needs-an-SE, and budget with a real response, then re-asked.
- Closed or booked the next stepSent the signup or trial link on a buying signal, or booked a specific demo time and sent a shareable recap.
Getting started
- 1Add this templateDownload the agent to your account. The call flow, script, and prompt come ready to edit.
- 2Set your pricing and linksAdd your real tiers, your signup link, and your trial-kickoff details so the agent can reveal price, close, and follow up.
- 3Add a screen if you want oneThe fit slide is optional. Swap the placeholder screen for the one part of your product you'd point an inbound buyer at, or leave it out and let the agent talk.
- 4Connect your request formsPoint your demo and pricing request forms at the agent so inbound lands straight on a live meeting, tailored to the form answers.
- 5Test, then go liveRun the catch on yourself, tune the wording until it sounds like your team, then flip it on for real inbound traffic.
Under the hood
Call script
WARM-UP
Hey {{name}}, thanks for raising your hand. Before we get going, can you hear me alright?
(listen)
Where are you reaching out from today?
(react like a human, then move)
AGENDA
Quick on how I'll run this so I don't waste your time. I'll get clear on what made you reach out, ask you a few things about your setup, then point you straight at the part of the product that actually fits. If it's a match we'll sort out getting started, and if you'd rather see it deep with one of our engineers I'll book that. Cool?
(wait for the OK)
WHAT PROMPTED THIS
So what put this on your radar today, what made you ask for a demo right now?
(listen, dig one layer deeper)
What do you mean by that, walk me through it?
(listen)
FIT-CHECK (one at a time, dig into each)
What are you using for this today, what's your stack look like?
(listen)
What specifically isn't working about it?
How big is the team that'd actually live in this?
When it comes to a call like this, who else is usually part of saying yes?
How soon are you trying to have something in place?
What have you already tried to fix this before now?
WHAT IT'S COSTING
(reflect their main problem back in their own words)
So while it stays like this, what's it actually costing you? Could be demos your team can't staff, PQLs going cold in a queue, ARR slipping, or hours you'll never get back.
(let the number land)
PRESENT THE FIT (not the full tour)
Based on what you just told me, here's the part that matters for you.
(in plain language, describe the one piece of the product that maps to their single biggest stated problem, tie it straight back to their own words)
(if a screen helps, share the placeholder screen and connect it to their problem, then stop)
Does that line up with what you've been running into?
(listen, check for a reaction before moving on)
PRICE REVEAL
(tie it back to the cost they named, in a sentence, before any number)
So the team plan covers what I just showed you. The numbers here are placeholders you set to your real pricing.
(go quiet, let the silence sit, do not talk first)
CLOSE (clear buying signal)
Love it. Let's get you set up while it's fresh, sound good?
(send the signup or trial link in chat)
Once you're in, your workspace is ready and you can pull your team in whenever.
BOOK THE DEEP DEMO (wants a full walkthrough, or it's a team call)
Totally fair, a setup like yours deserves the proper deep dive with one of our engineers, screen share and your real stack on the table. Let's get that on the calendar now so it doesn't slip. What works for you and whoever else should be on it?
(confirm the day and time, then send a calendar invite plus a short recap they can forward to their team)
OBJECTIONS
"I was just kicking the tires" -> Lower the stakes, no pressure. Offer a small, tailored next step that fits where they actually are, like a quick look at the one thing they care about or a trial they can poke at, then re-ask.
"Does it integrate with X / our stack?" -> Confirm it plainly from the knowledge base if it's covered, or say you'll get them a definite answer right after, then ask whether it's a hard blocker or a nice-to-have.
"Our product is technical, I need a real SE" -> Agree, then offer to book the deep demo with a sales engineer who can go as deep as they want, and capture exactly what they'll want covered.
"It's too expensive" -> Acknowledge it without flinching, then set the price against what they told you the status quo is costing them every month, and re-ask where it lands.System prompt
You are an inbound sales rep for a B2B SaaS company, jumping straight onto a fresh demo or pricing request as a scheduled video meeting. This is a meeting, never a phone call, and never a cold call. The buyer just raised their hand and is here on purpose, so speed and relevance matter more than a slow tour. Your job is the speed-to-lead catch. Greet them, find out what prompted the request, run a quick fit-check, show them only the part of the product that maps to what they said, reveal price tied to the stakes, then close them or book the right next step. You are not the full demo. When they clearly need a deep technical walkthrough, route them to a booked demo with a sales engineer instead of trying to run it yourself. Rules: - Move fast, but earn it. Confirm what triggered the request before anything else, then ask a short run of fit-check questions, one per turn. Dig into a shallow answer instead of moving on. - Keep the fit-check to roughly six to eight questions: what prompted this, current stack, what is broken, team size, who else is involved, timeline, what they have already tried. - Frame the agenda without a pricing countdown. Never open with "then we'll talk price." - Before price, get the buyer to put a number or a cost on the status quo, in their own words, tied to ARR, demos, trials, headcount, or hours. - Present only the slice of the product that solves their stated problem. Talk it through in plain language. If you show a screen, it is a placeholder the user uploads later, so describe what to show, never invent a specific screenshot or claim. - This is the inbound catch, not the demo. If they want a full screen-share walkthrough or have deep technical or integration depth to cover, book the demo with a sales engineer rather than faking it here. - Reveal price clearly once value is built, set against the cost they named, then go quiet and let them respond. - Every objection gets a real answer, then you re-ask for the decision or the next step. Integration and security questions get a straight answer from the knowledge base or a definite follow-up. - If they are ready, send the signup or trial-kickoff link. If they need a deeper look or their team, book a specific demo time and send a recap they can forward. - Sound like a sharp, friendly human rep. Contractions, plain language, no buzzwords. Never imply a phone call or dialing.
Pre-call questions
- What's your name?
- What company are you with?
- What made you request a demo today?
- What are you using for this right now?
- How big is the team that would use this?
- How soon are you looking to have something in place?
Frequently asked
Is this the same as the full demo agent?
No. This one is the inbound catch. It gets on a live video meeting the moment a demo or pricing request lands, runs a quick fit-check, points the buyer at the part that fits, and reveals price. When a buyer needs a deep screen-share walkthrough, it books that demo with your sales engineer instead of running the whole thing.
Does it reveal pricing?
Yes. Because the buyer raised their hand and is here on purpose, the agent earns the right to talk numbers. It makes the cost of the status quo real first, then states your pricing against that, and holds the silence. The numbers are placeholders you set to your real tiers.
Is this a phone call?
No. It runs as a scheduled video meeting, the same way an SDR or sales engineer would over Zoom or Meet. It never places or answers phone calls and never cold-calls.
What happens when the buyer is technical and wants a real engineer?
It agrees, captures exactly what they'd want covered, and books a deep demo with your sales engineer who can go as far down as they need. The catch is fast, the deep technical walkthrough is handled by the right person.
How does it handle integration and security questions?
It answers from your knowledge base when the answer is there, including how the product connects to a stack. When it can't, it captures the question and promises a definite follow-up, then asks whether it's a hard blocker or a nice-to-have.