Accelerate Customer Onboarding With Personalized Demo Packs
Automatically turn new HubSpot deals into tailored onboarding showcases and welcome emails.
Before you start
In Claude, connect two connectors:
- Supademo, so Claude can search your demos and build a showcase
- Gmail, so Claude can draft the welcome email
You'll also need the new customer's details from HubSpot. In the video, they're copied from the deal and pasted into the prompt.
How it works
Copy the new customer's details from HubSpot (company, plan, champion, use case and deal notes) and paste them into Claude with the prompt. Claude searches your Supademo workspace, starts with a getting-started demo and adds the ones that fit their use case, three to five in total. It puts them in a showcase and drafts a welcome email in Gmail that explains why each demo is in there. Open the showcase and check every demo, then review the draft before you send it.
Run it
2 steps. The video stays beside them as you scroll.
Chapters
- 1Step 1 of 2
Build the Showcase and Draft the Email
Paste the customer's details into this prompt:
Prompt Here's a new customer who just closed in HubSpot: Company: [Company name] Plan: [Plan], closed won [date] Champion: [Name], [Job title], [email] Use case: [What they bought it for] Deal notes: [Why they signed, team size, anything they asked about] Search our Supademo workspace for the onboarding demos that best match their use case. Start with a getting-started demo, then add the ones that fit, three to five demos total. Put them in a showcase and draft a welcome email in my Gmail to [champion's first name] that explains why each demo is in there. Don't send it.
Claude searches your demos, builds the showcase, and leaves a draft in Gmail. It may also list a few things to check before you send.
- 2Step 2 of 2
Review Before You Send
Open the showcase and click through every demo in it. Then open the draft in Gmail and read it before you send it to the champion.
If you also connect HubSpot in Claude, Claude can pull the record itself. Start the prompt with:
Prompt Look up [company] in HubSpot. From the deal notes and fields, tell me what they bought it for and who their champion is.
What the Customer Gets
- A welcome email written around why they signed
- One showcase link instead of a list of separate demos
- Three to five demos they can watch in order, starting with the basics
Tips
- Include the deal notes, since they carry why the customer signed and what they asked about
- Ask Claude to explain why each demo is in the showcase, so the email can tell the champion
- Run it as soon as the deal closes, so the champion has the pack on day one
- Connect the Supademo and Gmail connectors in Claude before you start
Watch out for
- Sending the Gmail draft before you've opened the showcase and checked every demo
- Sending several separate demo links when one showcase link does the job
Try it with your next new customer. Rather than the same welcome everyone gets, their champion receives demos picked for what they bought your product to do.