In our Customer Show + Tell series, we highlight how Navattic customers use interactive and agentic demos to solve real-world business challenges.

"When you're getting 300-400 inbound leads every month requesting demos, with a third coming from very small businesses, you can't justify putting a salesperson on every single call," shared Mark Kilens, VP of Marketing at EasyLlama, at a recent user event.

EasyLlama, a compliance and security awareness training company, faced a high-quality problem across its 6,000+ customer base: too many inbound leads to handle traditionally.

• Overwhelming inbound demand: 300-400 demo requests monthly from prospects actively seeking solutions
• Small business segment concentration: About 100 monthly leads from businesses with 25 or fewer employees
• Economic reality check: Over 3,000 customers and 400 inbound monthly leads made giving these smaller leads a traditional sales demos cost-prohibitive
• Experience gap: High-intent inbound leads were receiving outdated video content instead of the personalized attention they deserved

"We're lucky because compliance training and security awareness training is required by law, and we get a ton of inbound leads," Mark explained. "These customers are owners doing HR and compliance on a Saturday. They need this to be easy, hence the name EasyLlama."

Working with Navattic, EasyLlama built an Agentic Demo of their platform - an AI-led demo that interacts with buyers in real time, answers their questions, and shows them workflows in your product.

The key innovation will be using the conversational demo experience to rethink inbound lead management:

• Immediate engagement: Prospects get a demo of a core workflow on demand and on their own time
• Tailors to their business: The agent walks through recommended flows based on how the prospect answers discovery questions
• Drives toward purchase: The agent gently nudges by asking questions like “Given that you mentioned you're not doing any security awareness today, does this kind of tailored setup sound like something that could help you get started?"

"We wanted to do something that got them to the credit card payment processing screen very fast.” Mark noted.

The planned use cases for their agent demo span across their entire sales journey:

• Upsell pipeline: Send to existing customers in the $1,000-$2,500 range to increase ACV by 30-50%
• Self-service purchasing: Ready-to-buy inbound leads can complete transactions immediately
• Better lead qualification: Agent demo script reveals genuine interest and purchase intent to flag to sales
• Scalable lead conversion: Hundreds of inbound prospects now get personalized experiences without sales intervention

"This is gonna be an awesome way to provide really tailored personalized demos at scale for all our inbound volume," Mark concluded.

How EasyLlama will use agent demos shows several ways SaaS companies with high SMB volume can deliver a more tailored experience:

• Increase speed to value: smaller company owners who may be working odd hours can evaluate on their own schedule and buy quickly
• Self-service doesn't mean low-touch: Agent demos can provide personalization based on upfront discovery questions
• Customized experience by lead intent: Different segments within inbound leads need different experience paths, agents can qualify and nudge leads either to talk to sales or buying on their own

EasyLlama approach shows how to create a thoughtful, interactive agentic experience that can convert high-intent prospects at scale.