- Sales Management
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Among the many types of sales emails, follow-up email templates, post demo emails, and free trial request emails are some of the most impactful messages you can send to prospects. Unlike introductory outreach (like these introductory email sales templates), these emails go to recipients who have already shown interest in your product. That means the goal is not just to inform, but to build stronger connections, uncover prospect needs, and maintain curiosity.
To support you in this process, we’ve put together ten practical free trial and demo request follow-up email templates. You can use them as they are or tailor them to highlight your product or service and boost both email conversion rates and sales performance.
Purpose: To acknowledge the demo request and make the prospect feel valued. This sets the tone for a positive relationship, increases trust, and boosts the likelihood they’ll show up for the scheduled demo.
Your prospect has just raised their hand. They’re interested in a product demo, and they’re sales-qualified. It’s time to welcome them with a heartwarming welcome email. And the good news is that welcome emails can be an easy win for you. A study found that 75% of a SaaS welcome email is open. So, don’t miss this opportunity to start a conversation with prospects. The template below confirms that they’ve decided to attend your demo.
Subject: Success! You’re registered for a demo of [product].
Thank you [First Name],
You’ve successfully registered for a demo of [product]!
We’ll show you how:
We have [number] seats available so plan to arrive 5-10 min early.
Visit this link to join the demo presentation.
[Signature]
Purpose: To reduce no-shows by reminding prospects of their scheduled demo. These emails reinforce their commitment, keep the meeting top of mind, and ensure higher attendance rates.
Subject: Only [number] days left!
Hi [First Name],
Your demo is scheduled for [date] at [time]. Our demo will show you how [product] can solve your [problem] problem.
Demo attendees will also receive [gift]. We only have [number] seats available so plan to arrive 5-10 min early.
Visit this link .
[Signature]
Purpose: To provide clarity after the demo by outlining concrete next steps. These emails keep momentum going, guide prospects toward a decision, and prevent post-demo drop-off.
Subject: Can [product] really solve [problem]?
[First Name],
We’re glad you made it to the demo. As you’ve mentioned, you have been struggling with [problem].
In the demo you attended last [day], we showed you how [product] can resolve [problem] leading to [result].
That’s why we’re recommending a free trial of [product]. You get [number] days to take [product] for a spin. I’ll be available to offer step-by-step support, guidance, and anything you need.
No credit card is required for your free trial. It’s an easy, low-risk way to fix your [problem] problem for good.
If you’re ready to get started, you can start your free trial here.
[Signature]
Purpose: To re-engage prospects after the demo, remind them of the value your product delivers, and encourage them to take the next step toward a decision. These emails keep the conversation alive and prevent prospects from going cold.
Subject: Can I help you with [problem]?
Hi [First Name],
In our previous conversations, you mentioned that your [problem] was a real issue for you.
It’s been [number] days since you signed up for a demo of [product]. I wanted to see if [problem] is still a priority issue for you.
I noticed that you haven’t [task: free trial sign up] yet. Is this something I can help you with? I’m happy to jump on a call with you if you prefer.
If you’re more of a do-it-yourselfer, you can start your free trial here.
[Signature]
Purpose: To make one last attempt at re-engaging unresponsive prospects after the demo. These emails prompt a clear yes-or-no decision, helping you gauge their seriousness and close the loop before reallocating your time and effort.
Subject: Have you given up on [problem]?
Hi [First Name],
In our previous conversations, you mentioned that your [problem] was a real issue for you. Have you given up on this for now?
I agree with you; it’s an issue that needs to be addressed. That’s why I’m recommending a free trial of [product]. We can give your team a walkthrough, showing you how to fix [problem].
Start your free trial here.
[Signature]
Purpose: To introduce and promote your free trial in a simple, approachable way. These emails highlight the benefits of trying your product risk-free and encourage prospects to take the first step toward experiencing its value.
Subject: The best way to solve [problem].
[First Name],
It seems like you’ve been struggling with [problem].
In our previous conversations, you mentioned that your [problem] was a real issue for you.
I agree with you; it’s an issue that needs to be addressed. That’s why I’m recommending a free trial of [product]. We can give your team a walkthrough, showing you how to use it to fix [problem].
No credit card is required for your free trial. It’s a low-risk way to fix your [problem] problem for good.
If you’re ready to get started, you can start your free trial here.
[Signature]
Purpose: To persuade prospects to start a free trial by showcasing your product’s unique value proposition. These emails differentiate your solution from competitors, highlight problem-solving benefits, and motivate prospects to act.
Subject: What happens if you choose the wrong company?
[First Name],
The last thing you want is another service. If I had to guess, I’d say you’re looking for a solution to [problem].
Hiring a [title] can be problematic if you choose the wrong provider. But how do you know that you’ve got the right provider in place?
A free trial tells you.
I’m recommending a free trial of [product]. We can give your team a walkthrough, showing you how to fix [problem].
No credit card is required for your free trial. It’s a low-risk way to fix your [problem] problem for good.
[Here’s our promise to you. If we can’t solve [problem] for you at the price point or terms we’ve promised, we’ll [risk reversal offer].]
If you’re ready to get started, you can start your free trial here.
[Signature]
Purpose: To guide new trial users through onboarding so they can quickly understand your product, achieve early wins, and build confidence in its value. These emails reduce friction, improve activation rates, and increase the likelihood of trial-to-paid conversion.
Subject: It’s official! Your free trial is underway.
Hi [First Name],
It’s official!
You’ve started your free trial of [product]! My name is [account manager], and I’ll guide you during your free trial (and beyond).
If you have any questions, comments, or concerns, I’m here to help.
Have you had a chance to look around a bit? If you haven’t, you’ll definitely want to check out our quick start guide. If you prefer, we can also jump on a video call – I can walk you through the setup.
Over the next few days, I’ll send you tips and tricks you can use to get the most out of your free trial. These tips are personalized for you.
Feeling lost or overwhelmed? Give me a shout. Stuck on a specific issue? I’m here to help. Got a question? I’m one phone call or email away.
I’m here for you!
[Signature]
Purpose: To engage trial users by checking in on their progress and product usage. These emails identify active versus inactive users, encourage consistent engagement, and help prevent churn before the trial ends.
Subject: How can I help?
Hi [First Name],
How’s it going?
It’s been [number] days since you signed up for your free trial of [product]. I wanted to check in and see how I can help.
I noticed that you haven’t finished [task] yet. Is this something I can help you with? I’m happy to jump on a call with you if you prefer. If you’re more of a do-it-yourselfer, our [resource] has the solution to your problem.
[link]
I’m here to help.
[Signature]
Purpose: To create urgency by reminding trial users that their free trial is ending soon. These emails prompt prospects to make a purchase decision, encouraging conversions before the trial period expires.
Subject: Is this the end or the beginning?
Hi [First Name],
It looks like [product] is working for you! I’m excited to see that things are coming along.
However, we’re coming to the end of your free trial. I’ve enjoyed working with you so far, and we’d like to continue working with you.
Let’s keep it going!
Your trial ends in [number] days. If you’d like to [avoid loss], you’ll need to [action] before your trial ends.
[Remember, you can upgrade or downgrade whenever you need to, cancel anytime.]
Not sure which option is right for you? I’d recommend starting with our basic option, and you can always upgrade from there.
Upgrade your plan here.
[Signature]
Related: Learn how to double the results from your email campaign in this blog
Just because prospects already show interest in your product doesn’t mean you should play it easy. On the contrary, turn their interest into closed deals. One way to do this is to send emails to offer a free trial after specific criteria have been met (e.g., attending a webinar) or following up after a demo meeting. This way, you’ll keep your product in your prospects’ minds.
To simplify the process, set up an automatic email drip campaign in your sales CRM software. Pipeline CRM offers a customizable built-in email solution that you can use to support your sales and marketing efforts. Free up time by setting the email sequences ahead of time, choosing the messages from the email templates, and analyzing the results for refinement. Pipeline CRM automated email campaigns solution has you covered!
Try this powerful email feature yourself for free for 14 days! Sign up now.
