In 20 minutes, we'll show you exactly how marketing automation will work for YOUR business.
We'll ask about your business and current challenges
We'll show you a demo customized to your industry
You'll see real examples of automations that drive results
We'll answer all your questions
If it's a fit, we'll outline next steps
Hosted by: Eagleview Platform Specialist
Duration: 30-45 minutes
Format: Video call (Zoom, Google Meet, or Teams)

Needs Assessment
We'll discuss your business goals and challenges

Platform Walkthrough
See key features relevant to your business

Custom Solution
Discover how Eagleview solves your specific problems

Q&A Session
Get answers to all your questions

Lead Generation
Capture and nurture leads with automated funnels

Automation Workflows
Automate repetitive tasks and
follow-ups

Appointment Booking
Streamline scheduling and
reduce no-shows

Analytics & Reporting
Track performance and optimize
your strategy

Client Management
Centralize client communication
and data

Reputation Management
Boost your online reviews
and reputation
Our standard demo calls last 30-45 minutes. This gives us enough time to understand your business needs, show you relevant platform features, and answer your questions.
No special preparation is needed! Just come with your business goals and challenges in mind. If you have specific questions or areas you'd like to focus on, you can note them in your booking form.
Absolutely not. The demo is a no-obligation consultation to show you how Eagleview can help your business. There's no pressure to purchase anything.
Yes! We encourage you to invite key team members who will be using the platform. When you book your demo, you can specify how many attendees will join.
You can reschedule up to 24 hours before your demo by clicking the link in your confirmation email or contacting us at [email protected]
Those are tools you have to learn, configure, and manage yourself. We're a done-for-you service. We build the system, set up the automations, integrate everything, train you, and manage it ongoing. Think of it as hiring a full marketing department for a fraction of the cost.
Setup takes 2-3 weeks. You'll see first leads immediately once we go live (especially from the AI chat). Conversion improvements become measurable within 30-45 days as your automated sequences run through complete cycles. Most clients see noticeable ROI by month 2.
We can integrate with most platforms, or migrate your data to our system. Many clients were using 3-5 different tools before - we consolidate everything into one platform, which actually simplifies your life.
If you want to. We set everything up for you. You'll need to learn basic tasks (adding contacts, checking messages, moving deals in your pipeline), which takes about 30 minutes. Everything else runs automatically. We provide full training and ongoing support.
We recommend giving it 90 days to see full results, but you're not locked in. If you cancel, you keep all your data and we'll export everything for you.
During setup: 2-3 hours total (kickoff call, approval meetings, training). After launch: About 10-15 minutes per day checking your dashboard and responding to hot leads. The system does 90% of the work automatically. That's the whole point.
Yes. We've done this hundreds of times. We have proven frameworks for each industry. We're not starting from scratch - we're customizing proven systems for your specific business. As long as you're responsive during setup, we hit the timeline 95% of the time.
It depends on your plan. Starter: email support (48hr response). Professional: priority email/phone support (24hr response) + 2 hours consulting per month. Enterprise: same-day support + dedicated account manager + 5 hours consulting per month. We're always available for emergencies.

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