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 second biggest benefit of your product
❶ Have you forgotten to…
… follow up with a prospect?
… ask for updates on a project?
❷ Never 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 Try the auto 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 key product feature would help with.
❷ Explain how to use this feature and how it works. Include animated gifs where possible to visually show the steps as well..
❸ Ask them to try the feature. Ideally, each onboarding email should only focus on one product feature. Featuring a few at the same time can overwhelm the user with information and choices which makes it more likely they won't take any action at all..
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..
Day 5 of trial: highlight the third biggest benefit of your product
❶ You spent hours preparing a proposal for your prospect tailored to their questions and needs.
*attach file and send*
1 day later….nothing. 2 days later...crickets. 3 days later...what's going on?
❷ Now when you attach a file (.pdf or .doc), we can auto-convert to a tracked page:
[screenshot of the feature]
❸ With all the analytics that’s possible on one:
・How many times your prospect opened it
・Heatmaps of which parts they're focusing on
You can also directly chat with them on the page to answer any questions they may have.
❸ Track your proposal
Your trial ends in 9 days - upgrade here.
❶ Send this email 2 days after the previous one. Describe the pain point your 3rd key benefit solves.
❷ Briefly describe how this feature works and show a screenshot of it.
❸ Lay out the additional benefits of this feature.
❹ Ask them to try out this feature.
Day 8 of trial: highlight the fourth biggest benefit of your product
❶ Our research based on 100K+ sales emails show:
It takes an average of 5 emails to nurture cold leads to maximize your reply rate.
❷ Sending emails to that many people? Remembering to follow up up to 5 separate times? Well … all salespeople could be superstar salespeople..if it were not for needing sleep eventually.
❸ With Ray, you can nurture leads automatically with emails that still look like they were written 1-on-1:
・Compose a ~5 email drip sequence
・Add a few variables into your email template so personalized phrases can be mail merged into the message for each contact (looks like a 1-on-1 email)
・Upload a list of cold leads to nurture
・Choose the send times for each email in the sequence
・The sequence automatically stops sending to leads who reply
・You get a constant supply of warmed leads ready for the next step!
❹ You get a constant supply of nurtured leads who have replied and are ready for the next step!
❺ Set up an automated nurturing sequence
Your trial ends in 6 days - upgrade here.
❶ Send this email 5 days after the previous one. For features that involve concepts or steps users may be less familiar with, present some data that show its value to encourage users to try it. If you have behavior tracking set up, don't send this email to users who already tried this feature.
❷ Explain why it would be difficult or time-consuming to do this task or achieve this goal without your product feature.
❸ Mention the biggest result this feature helps the user achieve.
❹ Lay out the steps to use this feature.
❺ Ask the 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 tripled our sales by 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 sales stalled after we sent a proposal. Being able to convert them into tracked pages helped us close 68% 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 consistently improve your reply and close rates.
・Nurture leads automatically: Set up email sequences to nurture leads on autopilot - they still look like you wrote every email.
・Know exactly how prospects are reacting to your proposals: Convert your proposals into pages which lets you you track what your prospects are reading, answer their questions via chat and ask for their e-signature to approve the proposal on the spot.
❹ Upgrade now
❶ Send this email 3 days before their trial ends.
❷ Briefly explain the results 2-3 other customers achieved with your product. This provides social proof your product really works and these results would be possible for the user too if they keep using your product.
❸ List and briefly explain the benefits of your top 3 top key features to remind the user the value they'd get out of using your product.
❹ Ask them to upgrade.
Last day of trial: remind the user their trial is ending today
❶ In the past 13 days with Ray, you have:
Tracked 30 emails with an average of: ・32% open rate
・58% response rate
・50% click rate
Set up 1 email sequence automatically sent to 145 contacts that generated: ・32 replies 35 clicks
❷ Your trial ends today. Upgrade to keep tracking your sales metrics and know what's working and what isn't.
❸ Upgrade now
❶ Enumerate or describe the results the user achieved using your product. This shows them paying for your product is worth it.
❷ State their trial is ending and nudge them to upgrade to keep enjoying your product's benefits.
❸ Add a clickable link or button to make it easy for them to upgrade.
How to win back customers who canceled their planAfter FOMO (a social proof tool) showed churned customers how many sales they generated using their tool, 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 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 keep this checkbox checked:
❸ Not only will you be able to see how your contact is interacting with the email, we analyze trends about your emails so you can see:
・When your contacts typically open your emails
・How different types of email perform (you can tag emails as 'cold email', 'influencer outreach', etc.)
❹ Track another email
❶ Explain the reason why you’re getting in touch is because you saw they haven’t been trying your product recently.
❷ Remind them the main benefit they'll get out of using it and show them how to start reusing it.
❸ Describe another major product benefit to further encourage them to use your product again. 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.
❹ Make it easier for them to try the product again.