From the various sales emails, free trial and demo request emails are the two most important emails you’ll send to prospects.
The email purpose and recipient are different when comparing them with sales email introductions (check out the templates to craft compelling email introductions in this blog). With the free trial and demo request email, your recipients already show some interest in your product. Therefore, these emails aim to strengthen the connection, understand the prospects’ needs, and keep them curious.
To help you achieve those goals, we’ve gathered ten free trial and demo request email templates. Use the templates as they are, or adjust them to describe your products or services better and see your conversion and sales performance growth.
Free CRM Guide
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]
Use this template to remind your prospects that they have a demo scheduled with your team. This template uses your prospect’s commitment to attend as an anchor to increase 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]
What happens after your prospects have finished watching your demo? This template outlines the next steps for prospects who are interested in moving forward.
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]
This template reinforces your prospect’s need for your product or service. These templates draw attention to the fact that your prospects haven’t made a decision yet on whether to move forward with your product after they receive a free trial invitation.
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]
This template asks whether prospects have given up on solving their problem. It’s tricky to ask, but it’s a great way to gauge their commitment before moving on.
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]
This is a general-use template you can use to sell prospects on a free trial of your product or service.
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]
This template emphasizes your product’s unique selling values. It delivers the following message: why choosing your product will solve their problems and choosing the competitors may worsen them.
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]
Your prospect has just signed up for a free trial, but they need help. They need to know how to use your product or service and score some quick wins.
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]
It’s true that the below template asks your prospects how they’re doing. But it’s really about engagement. Are your prospects using your product or service? Are they building habits around your products?
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]
Your prospects have two options: becoming a customer or moving on.
This draws your prospect’s attention to the fact that the time to make a purchase decision is approaching.
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.
See How Pipeline CRM Can Work For You
sales@pipelinecrm.com
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