Lead reply templates

Demo request replies

Drafting an effective demo reply copy is a big part of your conversion success:

  1. Prompt reply is essential - Respond to demo requests swiftly to demonstrate your commitment and professionalism.
  2. Personalisation Matters - Show that you've listened and tailor your response to the prospect's request.
  3. Share your calendar link to ensure efficient demo booking - Eliminate the lengthy communication process and allow your customer to book a demo as soon as possible after receiving their request.
  4. Follow Up and Stay Engaged - Keep the conversation alive after the demo, answer any questions or concerns, and continue nurturing prospect’s interest.

Remember, responding to demo requests is not just about showcasing your product; it's about building relationships and trust with potential clients.

Get inspired with our demo reply template:

Hi {{firstname}},

Thank you for requesting a demo for {{productName}}.

We work with over [insert number] {{institutionType}}s ranging from the small to very large and it will be great to show what we can do for {{organisationName}}.

To arrange a demonstration, please find a time and book straight into our calendar via this link [Insert Meeting Booking Link].

[Insert information about trials, discounts available or special offers you have]

I know how school can get busy, so if I don’t hear from you, I’ll send you a reminder in [insert time period]. My email will come from [insert email address] rather than through EdTech Impact, so please look out for that.

[Insert signoff]

Free trial request replies

Drafting an effective trial request reply copy is a big part of your conversion success:

  1. A prompt reply - Respond to the trial request immediately and express gratitude for their interest.
  2. Confirm trial details - Provide clear instructions on accessing and using the trial, include any necessary login credentials or links, and confirm the trial duration and start date.
  3. Personalisation Matters - Refer to specific pain points or objectives they mentioned, offer to schedule a brief call, or suggest tailored resources.
  4. Set expectations - Ensure the prospect knows what to expect during the trial period, mention any support resources, and specify how you will check in with them during the trial.
  5. Provide Value-Added Resources - Offer additional materials to enhance their trial experience, such as case studies, success stories, white papers, webinars or eBooks.
  6. Schedule Check-Ins - Ensure regular communication to address questions and concerns, ask about specific goals to track during the trial, and express your availability to assist.
  7. Prepare for Trial End - Send a reminder a few days before the end of the trial. Offer to schedule a call to review their experience and provide clear steps for converting to a paid subscription.

Remember, the trial request follow-up is your opportunity to nurture a relationship, address concerns, and, ultimately, guide the prospect towards becoming a satisfied customer.

Get inspired with our trial reply templates:

1. Trial (Self-serve)

Hi {{firstname}},

Thank you for requesting a trial for {{productName}}.

We work with over [insert number] {{institutionType}}s ranging from the small to very large and it will be great to set {{organisationName}} up on a trial.

To get started, all you need to do is go to [Insert Link] and [Insert Instructions].

I’ll keep a lookout to make sure you sign up. If you haven’t got started within [insert time period], I’ll check in to see you’re doing okay. My email will come from [insert email address] rather than through EdTech Impact, so please look out for that.

[Insert signoff]

2. Trail (Meeting needed)

Hi {{firstname}},

Thank you for requesting a trial for {{productName}}.

We work with over [insert number] {{institutionType}}s ranging from the small to very large and it will be great to set up a trial for {{organisationName}}.

To start your trial, we need a bit more information, so can we arrange a time to speak? You can book a time straight into our calendar via this link [Insert Meeting Booking Link].

I know how school can get busy, so if I don’t hear from you, I’ll send you a reminder in [insert time period]. My email will come from [insert email address] rather than through EdTech Impact, so please look out for that.

[Insert signoff]

Pricing quote replies

Drafting an effective pricing request reply is a big part of your success:

  1. Acknowledge the Question Promptly - Respond to pricing questions as promptly as possible, express gratitude for their interest in your product/service, and assure them you can help and provide information they seek.
  2. Gather Information First - Ask clarifying questions to determine their requirements, inquire about their budget range or constraints, and explore their use case to tailor the pricing effectively.
  3. Provide Pricing Ranges - Offer a broad pricing range based on typical use cases, mention factors that can influence pricing, and stress the flexibility of your pricing structure to accommodate various budgets.
  4. Highlight Value and ROI - Describe the key features and benefits of your product/service, provide specific examples or case studies showcasing ROI, and explain how your offering can solve their pain points and save money or time.
  5. Offer Options and Bundles - Propose multiple packages or subscription plans, include bundle options with added value, and mention any discounts for annual commitments or early payments.
  6. Discuss Terms and Flexibility - Explain your contract terms, renewal options, and cancellation policies; offer flexibility in terms of scalability or adjusting services as needs change, and mention any available payment options or financing plans.
  7. Address Objections and Concerns - Encourage them to share any concerns or objections they have about pricing. Listen attentively and respond with empathy, offering clear solutions or compromises where possible.”
  8. Request a Next Step - Suggest a follow-up call or meeting to discuss pricing in more detail, and ask if they need additional information or if there are any specific aspects they would like to explore.

Remember, responding to pricing questions is not just about revealing numbers; it's about demonstrating the value of your offering and helping the prospect make an informed decision. By following the steps above, you can build trust, address concerns, and ultimately, guide the prospect toward a purchasing decision that benefits both parties.

Get inspired with our pricing reply templates:

1. Flat rate pricing

Hi {{firstname}},

Thank you for requesting a quote for {{productName}}.

We work with over [insert number] {{institutionType}}s ranging from the small to very large and recognise that no two {{institutionType}}s are the same.

We offer a number of options for how you can get started using {{productName}} in order to suit the different requirements and budgets of {{institutionType}}s.

For a school like {{organisationName}} pricing can start from [insert pricing] per year.

[Insert information about trials, discounts available or special offers you have]

Would you like to arrange a demonstration or discuss your quotation in more detail? You can book straight into our calendar via this link [Insert Meeting Booking Link].

I know how school can get busy, so if I don’t hear from you, I’ll send you a reminder in [insert time period]. My email will come from [insert email address] rather than through EdTech Impact, so please look out for that.

[Insert signoff]

2. License pricing

Hi {{firstname}},

Thank you for requesting a quote for {{productName}}.

We work with over [insert number] {{institutionType}}s ranging from the small to very large and recognise that no two {{institutionType}}s are the same.

We offer a number of options for how you can get started using {{productName}} in order to suit the different requirements and budgets of {{institutionType}}s.

The price for {{organisationName}} is dependent on the number of [students / staff] who will be using {{productName}}. Pricing starts from [insert pricing] per user for example.

[Insert information about trials, discounts available or special offers you have]

In order for me to provide you with an accurate quotation, can we arrange a time to speak so I can fully understand your requirements and provide you with the best price possible?

You can book straight into my calendar via this link [Insert Meeting Booking Link].

I know how school can get busy, so if I don’t hear from you, I’ll send you a reminder in [insert time period]. My email will come from [insert email address] rather than through EdTech Impact, so please look out for that.

[Insert signoff]