1:1 Email: Trial Sales Email Series

When people think of a trial email series, they tend to think of a more traditional marketing series of emails going to the user over the trial period that explains the features of the product and walks the client through onboarding. But what about the sales automation aspect of it?

With this automation, you can automate a sales email series to go alongside a trial. You’ll send emails at certain intervals introducing the sales agent, offering assistance, demos, and to clear up any confusion or questions the trial user may have.

Here’s how it works:

1. The deal enters the automation when they move to your specified stage for trial in your chosen pipeline.
2. The deal waits for the specified time at a wait step. In our example, just a few minutes.
3. The deal reaches the first one to one email step and is sent an email from the connected email address.
4. The deal reaches another wait step and waits for the specified time. In our example, this wait is for a day.
5. The deal reaches the second one to one email step and is sent an email from the connected email address.
6. The deal reaches another wait step and waits for the specified time. In our example, this wait is for 6 days.
7. The deal reaches the third one to one email step and is sent an email checking in.
8. The deal reaches another wait step and waits for the specified time. In our example, this wait is for 6 days or around the end of the trial period.
9. The deal reaches the fourth one to one email step and is sent an email notifying them their trial is ending and offering assistance if needed.
10. The deal reaches another wait step and waits for the specified time. In our example, this wait is for 8 days.
11. The deals reaches the final one to one email step and is sent an email checking in with the deal now that the trial has been done for a while.