Demo request → organisation
Somebody asks for a demo from the public site, and the same record becomes their organisation when they say yes. Nothing is retyped between the two.
- 1
A visitor opens the demo form
Visitor
Reached from any “Book a demo” action on the public site.
Open on the demo ↗ - 2
They fill in who they are and what they run
Visitor
Contact details, the business, whether it is a franchise partner or an independent business, and a consent tick.
Open on the demo ↗ - 3
They send it
Visitor
A reference comes back on the confirmation page, quoted from their own session so nobody else can reach their lead.
Open on the demo ↗ - The system does this
- Refuse a submission that trips the hidden trap field or has used up its allowance — both refusals read identically, so the trap is never given away
- 4
Open the demo request register
Platform admin
Newest first, with the reference, the business, who asked, the type and where it has got to.
Open on the demo ↗ sign-in - 5
Open one request
Platform admin
Only the moves the current state allows are offered, so there is no wrong button to press.
Open on the demo ↗ sign-in - 6
Mark it contacted once you have spoken
Platform admin
The confirm question sits in its own card, and who handled it is recorded.
Open on the demo ↗ sign-in - 7
Convert the lead into an organisation
Platform admin
The trading name is prefilled from the business name and the slug is derived from it. The demo carries its own requests, so the link opens the register rather than this exact record. A franchise partner is asked for a territory and a network as well.
Open on the demo ↗ sign-in - The system does this
- Re-ask the guard when the form is submitted, so a request someone changed in another tab is refused rather than moved twice
- 8
Carry on with the normal onboarding
Platform admin
The lead is now an organisation record like any other: seating an owner, setting the licence tier and activating it are the same steps as for an organisation you opened by hand. The demo carries its own organisations, so the link opens the register rather than this exact record.
Open on the demo ↗ sign-in - The system does this
- Refuse a slug another organisation already holds, because two organisations on one address make both unreachable
- Create the organisation in onboarding, link the lead to what it became, and provision its public home page and menus