B2B SaaS demo request Google Sheet template
Capture demo requests with consistent qualification data, automatically score leads, and share insights with GTM teams straight from Google Sheets.
Best for: B2B SaaS
Why teams love this template
Designed for SaaS teams running demos across paid, organic, and partner channels. This template groups marketing attribution, ICP fit, and scheduling preferences into a single tab ready for CRM sync.
Qualification scoring built-in
Use default scoring logic that weights company size, role, and urgency to prioritise outreach.
Channel-level dashboards
Pivot tables break down conversion rates by channel, campaign, and landing page.
Ready for CRM sync
Column headers map directly to Salesforce and HubSpot fields for painless automation.
Sheet structure
Contact
- First Name
- Last Name
- Job Title
- Company
Qualification
- Company Size
- Use Case
- Timeline
- Budget Range
Attribution
- UTM Source
- UTM Medium
- Campaign
- Landing Page
Sample rows
Preview how data lands in Google Sheets.
| First Name | Last Name | Job Title | Company | Company Size | Use Case | Timeline | Budget Range | UTM Source | UTM Medium | Campaign | Landing Page | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ari | Sato | ari@example.com | Head of RevOps | Northbeam Labs | 201-500 | Centralise demo routing | This quarter | $5k-$10k/mo | cpc | saas-demo-brand | /demo-request | |
| Maria | Gomes | maria@revpilot.io | VP Marketing | RevPilot | 51-200 | Pipeline forecasting | This month | $2k-$5k/mo | paid_social | enterprise-demo | /demo-request |
Optimisation ideas
- 1
Automate SDR alerts
Use Apps Script to notify the owning SDR when score exceeds 80.
- 2
Surface ICP mismatches
Conditional formatting highlights submissions outside of ICP criteria for quick triage.
- 3
Sync to CRM weekly
Schedule a batch Apps Script sync to push validated rows into Salesforce.
FAQs
- Can I change the scoring model?
- Yes. Update the “Score Config” tab—weights cascade throughout the template automatically.
- Is the template GDPR compliant?
- LeadToSheet stores consent fields and timestamps so you can prove compliance. Review your legal text before publishing.
- Can multiple teams use this sheet?
- Create filtered views for marketing and sales stakeholders with view-only permissions.