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Accelerate Conversions From Trials Playbook

Updated: Apr 12




Send an email sequence to a prospect who signed up for a trial of your product. The follow-up emails will include helpful content to help the buyer learn more about your product and provide them reasons to subscribe to your service.


Email Sequence


  1. Introductory Email: Introduces yourself and thank them for signing up for your service. Advise on where they can find help and some helpful tips to get started.

  2. Case Study Email: Share with them another tip and give them an example of what other customers are doing to benefit from the product.

  3. Time Is Running Out Email: Remind them the trial is almost over, and they have not subscribed. Offer them help if they need assistance. Remind them of helpful demos they can watch.

  4. Final Reminder Email: Let them know this is a final reminder that their trial is almost over, and they can log in and upgrade anytime. Ask if they have any colleagues that would benefit from your software. Provide an overview demo they can send to their colleague.


Personalize <<personalize_tag>>: Contact First Name, Trial End Date

Add Content [[insert_content]]: Video Tip 1, Video Tip 1, Help Center, and Overview Demo


Email Best Practice


  • The subject line between 28 and 50 characters. Three to four words.

  • Email body between 50 to 125 words of text.

  • Remove extra words from the email body.

  • Make your email closing lines powerful and intriguing.

  • Personalize your email content and keep it conversational.

  • Answering three key questions—what are you offering? How will it help the reader? What should they do next?

  • Send out 2 to 5 emails per month.

  • Use 1 to 3 images.

  • Emails should be at a third-grade reading level.


Best Practices


  • Have a list of questions you ask when the buyer is signing up for your product trial.

  • Based on how the buyer answers those questions, divide the buyer into different segments and tailor each segment's content.

  • Create a tailored offering for each segment and content to help them accelerate their buying decision.

  • Modify the following email sequence and tailor it to your offer and content.

  • Launch multiple campaigns for each segment identified.


Get Started

Click the link below to view this template and use it in your next campaign.




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