Day 1 of trial: welcome a new user and reiterate the biggest benefit of your product
Welcome to Ray!
❷ Now beside every email you track, you'll see a little eye icon like this:
[screenshot showing the feature]
Grey = email hasn't been read yet.
Green = email has been read.
Blue = email has been read and clicked.
❸ No more wondering: "Did they open it"? "Should I send it again?" "Are they interested, should I follow up?"
❹ Send a tracked email
❶ Welcome your new user and briefly state the biggest benefit of your product.
❷ Explain the biggest benefit your user will get out of using your product and how it will work to encourage them to try it out.
❸ Describe a big pain point your product solves.
❺ Ask them to try out your most important product feature.
Day 2 of trial: highlight the second biggest benefit of your product
❶ Have you ever forgotten to…
… follow up with a prospect?
… ask for updates on a project?
❷ You don't have to worry about forgetting again.
Simply click ‘Remind me’ at the top of an email and choose the time and day you want to be reminded.
[animated gif showing the feature]
On that day, Ray will automatically bump the email back to the top of your inbox:
[screenshot showing the feature]
❸ Create a reminder
❹ Your trial ends in 12 days - upgrade here.
❶ Send this email one day after they sign up. Briefly describe the scenario your second most important product feature helps with. If you have behavior tracking set up, don't send this email to users who have already tried this feature.
❷ Explain how to use this feature and include an animated gif if possible to visually show your user how it works.
❸ Ask them to try the feature. Each onboarding email should only focus on one product feature. Highlighting a few at the same time can overwhelm your user with information and choices, making it less likely they will take any action.
❹ At the bottom of the email, remind users how many days are left in their trial and make it easy for them to upgrade.
Thanks for showing me how to roll out the red carpet for my signups! Now onto the harder question, how do I get more of 'em in the first place? See 6 cold emails that still work.
Day 5 of trial: highlight the third biggest benefit of your product
❶ Let me know if this sounds familiar...
You spent hours preparing a proposal for your prospect tailored around their questions and needs.
*attach file and send*
1 day later….nothing yet. 2 days later...crickets. 3 days later...what's going on?
❷ Now when you attach a file, Ray can auto-convert it to a tracked page:
[screenshot of this feature]
❸ With all of the analytics that’s possible with one:
・How many times your prospect has opened it
・Heatmaps of which parts they focused on
You can also directly chat with them on the page to answer any questions they may have.
❸ Track a proposal
Your trial ends in 9 days - upgrade here.
❶ Send this email 2 days after the previous one. Describe the pain point your third most important product feature solves. If you have behavior tracking set up, don't send this email to users who have already tried this feature.
❷ Briefly describe how this feature works and share a screenshot of it in action.
❸ Lay out the additional benefits of this feature.
❹ Ask them to give it a try.
Day 8 of trial: highlight the fourth biggest benefit of your product
❶ Based on our analysis of 200k+ sales emails:
You can get the most replies by sending cold prospects at least 5 emails.
❷ But yes, it takes a lot of time to send follow ups and to remember to send them at the right time.
❸ With Ray, you can nurture prospects semi-automatically:
・Set up a 5-email nurturing sequence
・Add a few variables to each message so personalized words and phrases can be mail merged into the email for every prospect (makes it look like an 1-on-1 email)
・Upload your list of cold prospects
・Select the send times for each email in the sequence
・The email sequence automatically stops sending to prospects who reply to an email
❹ Now you can have a constant supply of warmed up prospects ready for the next step!
❺ Set up a prospect nurturing sequence
Your trial ends in 6 days - upgrade here.
❶ Send this email 5 days after the previous one. For features that involve slightly more complicated concepts or steps, present some data that demonstrate its benefits to encourage users to try it. If you have behavior tracking set up, don't send this email to users who have already tried this feature.
❷ Explain why it would be difficult or time-consuming to perform this action or achieve this goal without your product feature.
❸ Lay out the steps to use this feature.
❹ Mention the biggest result this feature helps your user achieve.
❺ Ask your user to try it.
Day 12 of trial: remind the user their trial is ending in 2 days
❶ Your trial of Ray is ending in 2 days.
❷ Join companies like:
・Zenforce: "We’ve 3x-ed our sales after being able to track which emails performed the best, turning them into templates and sharing them with the whole sales team."
・Amazon: “Before using Ray, a lot of our sales stalled after sending proposals. Being able to convert them into tracked pages helped us close 28% more prospects.
❸ And keep being able to:
・Know exactly how prospects are reacting to your emails: When, where and how many times have your prospects opened your emails and clicked on its links? Knowing these stats, you can tweak your subject lines, content and CTAs to keep improving your reply and close rates.
・Nurture leads semi-automatically: set up email sequences to nurture your prospects - they still look like you wrote every email.
❹ Upgrade now
❶ Send this email 3 days before their trial ends.
❷ Share the results 2-3 other customers have achieved with your product. This provides social proof your product really works and shows your trial user what would be possible for them if they upgrade and keep using it.
❸ List and briefly explain the benefits of your top product features to remind your user the value they'd get out of using your product.
❹ Ask them to upgrade.
Last day of trial: remind your user their trial is ending today
❶ In the past 13 days with Ray, you have:
Tracked 31 emails with an average: ・32% open rate
・58% response rate
・50% click rate
Set up 1 email sequence sent to 145 contacts that generated: ・32 replies 35 clicks
❷ Your trial ends today. Upgrade to keep knowing what happens after you click send.
❸ Upgrade now
❶ Enumerate or describe the results your user achieved during their trial. This reminds them the value they have gotten out of your product so far.
❷ Mention their trial is ending and nudge them to upgrade to keep benefiting from your product's features.
❸ Add a clickable link or button to make it easy for them to upgrade.
How to win back customers who canceled their plan
After FOMO (a social proof tool) showed churned customers how many sales they generated using their product, they understood its ROI and started using it again.
Email to convert users who did not upgrade after trial
❶ I worked in sales for 10+ years and created Ray out of my own frustrations about having no clue what was happening on the other side:
❷ Were my prospects reading my emails?
Are they clicking on any of its links?
How are they reacting to my proposals?
If you want to know what is the best step to take next to move the sale forward, based on exactly how your prospect reacted:
❸ Upgrade today
❶ This approach puts a human face on your company. Give them a bit of a backstory on what inspired you and the team to create your product.
❸ Describe the problems you wanted to solve with this product and the questions you wanted to answer. This reinforces your product benefits through the angle of what inspired you to create it.
❹ Gently ask them to upgrade again.
How to re-engage trial users who have stopped trying out your product
❶ I noticed that you haven’t been tracking your emails recently.
❷ To keep knowing whether your emails are being opened or clicked on, simply check this box:
❸ Not only will you be able to see how someone is interacting with your email, we analyze your email trends so you can see:
・When your contacts typically open your emails
・How different types of your email perform (you can tag emails as 'cold email', 'influencer outreach', etc.)
❹ Track another email
❶ Explain you’re getting in touch because you saw they haven’t been trying out your product recently. These reminders are effective because some users stop trying a product during the trial period after they get busy and forget about it. Not because they are no longer interested.
❷ Remind them the main benefit they'd get out of using it and show them an easy way to start using it again.
❸ Describe another major product benefit to further encourage them to use your product again.
❹ Make it easy for them to try your product again.