The Outbound-to-Demo Stack
Turn cold prospects into booked demos — with interactive proof that closes before the call.
Consistent demo pipeline from cold outreach, without a big SDR team. Built from Apollo.io, Storylane, Close, PandaDoc for about $173/mo — the tier each tool actually needs, not the free or headline price. Best for Smb.
What's in the stack.
Find prospects, verify contact data, and run outbound sequences from one platform.
from $49/mo (Basic) — check pricing
Build interactive product demos that prospects can explore before a call.
from $40/mo (Starter) — check pricing
A CRM built for outbound sales — built-in calling, SMS, and email sequences.
from $49/mo (Startup) — check pricing
Create, send, and e-sign proposals and contracts — with built-in tracking.
from $35/mo (Essentials) — check pricing
The rationale.
Apollo finds and sequences the prospects. Storylane gives each cold sequence a clickable demo that filters out low-intent leads before anyone picks up the phone. Close manages the pipeline and follow-up. PandaDoc closes it with a trackable proposal the moment you get to terms. Together they cover the full outbound loop — from first contact to signed contract — with one handoff per stage.
The handoffs.
Embed the Storylane demo link in Apollo sequence step 2 (after the initial cold email). Prospects who click and complete the demo are tagged 'demo-engaged' in Apollo.
Storylane webhook fires on demo completion. Use Zapier or the Close Zapier integration to push the prospect (name, email, company, demo-completed flag) into Close as a new lead with a follow-up task.
Close has a native PandaDoc integration. From any Close lead, click 'Create Document' to push contact data into a PandaDoc proposal template. Signed doc status syncs back to the Close activity feed.
Where tools overlap.
Where AI speeds this up.
Use Claude or ChatGPT to personalize Apollo email sequences at scale — feed it the prospect's LinkedIn headline and recent post to generate the opening line. Use Storylane's built-in AI to generate demo scripts from your product screenshots. This removes the biggest manual bottleneck in cold outbound.
What to watch for.
- The Zapier step (Storylane → Close) requires a paid Zapier account if you exceed the free-tier Zap limit. Budget ~$30/mo extra.
- PandaDoc's CRM integrations (including Close) are only available on the Business plan ($49/mo). The Essentials plan covers e-sign only.
- Storylane demo analytics (completion rates, time-per-step) require the Growth plan — not the Starter. Factor this into your cost.
How we scored this stack.
You get the deal, we get a referral — it funds the research. Same tool, often a better price. Full detail on how we make money.
Last reviewed: 2026-06-12
Evidence basis: Documentation Verified
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