Best Practices

Setting Up Your Knowledge Base

✅ DO:

• Upload comprehensive product documentation
• Include pricing and plan information
• Add integration guides and API docs
• Include customer success stories
• Update regularly when features change
• Use clear, simple language

❌ DON'T:

• Upload irrelevant content
• Include outdated information
• Use jargon without explanations
• Forget to include FAQs

Optimizing Demo Links

For Best Results:

• Clear Call-to-Action: "Try an instant AI demo"
• Set Expectations: "Get answers in 2 minutes"
• Mobile-Friendly: Test on phones and tablets
• Track Sources: Use different demo links for email vs. website
• A/B Test: Try different messaging

Following Up on Leads

Hot Leads (Follow up within 1 hour):

• Reference specific questions they asked
• Offer personalized demo with your team
• Share relevant case studies
• Propose next steps

Warm Leads (Follow up within 24 hours):

• Send helpful resources
• Address unanswered questions
• Invite to webinar or workshop
• Stay on their radar

Cold Leads (Add to nurture):

• Weekly educational content
• Product updates
• Success stories
• Re-engage over time

Maintaining Your Setup

Weekly:

• Check active demo sessions
• Review top questions
• Update knowledge base with new info

Monthly:

• Analyze drop-off points
• Review lead quality trends
• Update product URL if changed
• Refresh authentication credentials

Quarterly:

• Major knowledge base refresh
• Review and optimize demo performance
• Update pricing information
• Audit and cleanup old content