The house's demo booking

Jordan Pike clicks a Google ad for Workfolio and books a demo.

Client's phone

workfolio.com/demo

Book a Workfolio demo

Allow analytics and ad measurement?

Allow Decline

1. From the ad, Jordan lands on the demo page and is asked for consent before anything tracks him.

Client's phone

30 minutes · Google Meet

Times in Chicago (Central) Change

Wed 4 Nov Thu 5 Nov

10:00 AM 1:30 PM 3:00 PM

2. He sees the demo's times in his own zone and picks Wed 4 Nov, 1:30 PM.

Client's phone

Jordan Pike

Work email · Phone

Book the demo

3. He gives his name and work email; nothing else is asked.

Client's phone

Workfolio demo

Wed 4 Nov, 1:30 PM Central

Google Meet link

Add to calendar

We've emailed you a confirmation.

4. The demo is booked the moment he submits, with the event in his calendar.

Owner's desktop

5. In the house's bookings, the demo shows its source: the ad click id, the PostHog id and the consent he gave.

Owner's desktop

Event	Booking	Signed	Delivered
booking.created	Jordan Pike	Yes	200

The demo-booked conversion is recorded.

6. The booking goes to the signed webhook with its metadata, and its delivery is shown with the answer.

Owner's desktop

Wed 4 Nov, 1:30 PM Central · Confirmed

Held No-show

7. After the call the owner marks the demo held.