@jokell We do something somewhat, but not entirely, similar. We send samples out to customers. We create a sales order when we do this, and have a checkbox on the SO form "Sample Order?". If that box is checked, it triggers a workflow to add a task to that customer's sales rep to check in with the customer in X days. Perhaps you could do something similar, maybe even with just a saved search showing who a demo kit was checked out to. /shrug