SaaS
A software company that books demos while the sales team sleeps
Every customer starts with a question. Ledgerleaf wanted every visitor to get an answer and a time on the calendar, in any time zone.
Ledgerleaf
Fictional business
A 12-person bookkeeping-software company, run by Kai, who runs sales, and a two-person support team.
The portal link in the site footer, in every email signature and on the trade-show booth. Visitors ask about pricing, integrations and security, then book a demo or an onboarding call with the right person.
Example scenarios. Every business on these pages is fictional, and the numbers are worked out from the assumptions shown, not measured results. Your numbers will differ.
Before Alfred
Where the week was leaking
Demo requests sit until morning
A form fill at 11 pm waits for a sales rep to wake up, and by then the buyer has moved on to the next tab.
Buyers want answers without a sales call
Does it connect to my bank? Is my data safe? Is there a free trial? Support answers them again and again.
67% of B2B buyers say they prefer a buying experience without a sales rep.
Gartner, 2026 Trade-show badges become a spreadsheet
Hundreds of names, typed in a week later, cold.
The setup
How they set it up
- 1
Quick start from the website; booking set to "Demos & onboarding calls" with who to meet.
- 2
Train your assistant from the pricing, integrations and security pages it read.
- 3
Follow-ups: New-lead follow-up and Missed-chat nudge.
- 4
A booth QR from the Print kit; scans show on Analytics.
Pro ($99/mo) runs this setup: New-lead follow-up, Missed-chat nudge.
A week with Alfred
What the week looks like
Tuesday, 11:40 pm
A visitor asks whether Ledgerleaf connects to their bank. Alfred answers from the integrations page and offers a demo slot. Booked.
Wednesday, 9:00 am
Kai opens Home to a booked demo, not a form to chase.
Thursday
Someone who chatted but did not book gets the Missed-chat nudge the next day.
Trade show, Saturday
Booth visitors scan, ask a question and join the list; each one is in Customers before the booth is packed.
The math
Time and money in play
Worked out from the assumptions in each line. Swap in your own numbers.
Team time
- 60 pre-sales questions a week answered on the portal × 4 minutes each = 4 hours a week, about 17.3 hours a month.
Pipeline in play
- 5 demo requests a month that went cold before a reply × $1,200 a deal = $6,000 a month in play.
- If booking on the spot keeps 1 of those deals alive, that is $1,200 a month back.
What it costs
- About 260 chat replies (1¢ each) and 87 emails (0.2¢ each) a month is $2.78 of credit. Pro ($99/mo) includes $15 a month.
Actionable insights
What you can do this week
Teach it your security page
It is the question that stalls a deal longest. A good answer at 11 pm keeps it moving.
Offer the booking in the chat
A visitor who asked a question is the one most ready to book a time.
Nudge the ones who left
The Missed-chat nudge emails people who chatted and left an email, but did not book.
Bring the portal to the booth
A QR code beats a badge scanner: the visitor tells you what they need in their own words.
Run your own version of this week
Start on the free plan, build your portal in a few minutes, and print your QR code today.