SaaS demo booking funnel template
A SaaS demo funnel qualifies visitors before they reach your calendar. They answer three or four quick questions, good fits book a demo, and everyone else gets something useful instead of a sales call.
- Free plan, for good
- No card required
- Unlimited leads
LoopwiseStop building client reports by hand every Monday.
Live dashboards your clients actually open. Answer four quick questions and book a 20 minute demo built on your own stack.
Trusted by teams at
What your clients see
On your own domain
Your logo, your colours, reports.youragency.com. Loopwise never shows.
Notes that explain the numbers
Pin a sentence to any chart so the client reads why, not just what.
Each client sees only theirs
One login per client, nothing shared between accounts.
Setup
Connect paid social, search, video, your CRM and call tracking once. New campaigns show up on their own.
Free demo on your own accounts. No credit card.
Mondays
We stopped sending PDFs entirely. Clients check their own dashboard and our Mondays got quiet.
Questions
Free demo. No credit card.
The questions, one per screen
Qualified visitors book a 20 minute demo on your calendar. Visitors who are not a fit yet get a free template by email.
- 1
Stop building client reports by hand every Monday.
- Agency
- In-house
- Freelancer
- Exploring
- 2
How big is your team?
- Just me
- 2 to 5
- 6 to 15
- 16 or more
- 3
How much ad spend do you manage monthly?
- Under $5k
- $5k to $25k
- $25k to $100k
- $100k+
- 4
Where does client reporting live today?
- Spreadsheets
- Slide decks
- A BI or dashboard tool
- A client portal
- Screenshots in an email
Why it is built this way
- 01
The first question is in the hero
Asking what describes them on the first screen starts the funnel with one tap.
- 02
Sales only meets real buyers
Team size and spend decide who sees the calendar, so reps stop taking calls with students and tire kickers.
- 03
Nobody leaves with nothing
Visitors who are not a fit still get a resource and stay on your list.
Made for b2b and saas.
Built for paid ads
Leads tied to the ad
Every lead arrives with the ad that sent it, and the report shows where people stop.
Your own AI can build it
Connect Claude, ChatGPT or Codex and ask it to change the template for your business. On every plan.
Free to start
One live funnel on an Unfunnel link, unlimited leads, no card.
Questions
Can I change who qualifies?
Yes. Answer rules decide who sees the calendar. Change them in the editor's flow map.
Does it work with HubSpot or Salesforce?
Leads can go to any CRM through a webhook from the Launch plan, or through Zapier or Make.
Which calendars work?
GoHighLevel, Calendly or Cal.com, on every plan.
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Start from this template. Make it yours in minutes.
Use this templateStart free, no card needed
Paid plans start with a 7-day trial