Email Outreach Templates
Writing Email Outreach Templates for Product Demo Invitations
This prompt helps sales teams craft email templates inviting leads to schedule a product demo. It focuses on emphasizing the value of the demo, addressing potential objections, and including clear, actionable steps for scheduling.
Responsible:
Sales
Accountable, Informed or Consulted:
Sales, Marketing
THE PREP
Creating effective prompts involves tailoring them with detailed, relevant information and uploading documents that provide the best context. Prompts act as a framework to guide the response, but specificity and customization ensure the most accurate and helpful results. Use these prep tips to get the most out of this prompt:
Define the target audience and their potential pain points or use cases for the software.
Gather testimonials, customer success stories, or data points that highlight product value.
Set up a scheduling tool, such as Calendly, to streamline the demo booking process.
THE PROMPT
Help draft an email outreach template to invite leads to a product demo for [specific software product or service]. Focus on:
Subject Line: Crafting an engaging subject line that highlights the benefit of attending, such as ‘See How [Product Name] Can Help Your Team’ or ‘Let’s Unlock Your Productivity Potential.’
Personalized Introduction: Including tailored details that show relevance, such as the lead’s industry, role, or previously expressed interests.
Demo Value Proposition: Clearly explaining what the demo will cover, such as how the software solves their pain points or streamlines their workflows.
Call-to-Action (CTA): Providing an actionable CTA, such as ‘Schedule Your Demo,’ ‘Book a Time,’ or ‘See It in Action,’ with a link to a calendar or scheduling tool.
Trust Builders: Recommending ways to include brief testimonials, data points, or credentials to build confidence and credibility.
Provide an example email template that is concise, engaging, and action-oriented. If additional details about the audience or product are needed, ask clarifying questions to refine the template.
Bonus Add-On Prompts
Propose variations of subject lines to A/B test for maximizing open rates.
Suggest methods for embedding a calendar link or availability widget directly in the email.
Highlight strategies for addressing common demo objections, such as time constraints or cost concerns.
Use AI responsibly by verifying its outputs, as it may occasionally generate inaccurate or incomplete information. Treat AI as a tool to support your decision-making, ensuring human oversight and professional judgment for critical or sensitive use cases.
SUGGESTIONS TO IMPROVE
Focus on specific industries or verticals, tailoring the demo benefits accordingly.
Include suggestions for embedding a brief product teaser video into the email.
Propose ways to offer multiple demo times or formats, such as live group sessions or one-on-one meetings.
Highlight tools for tracking demo email performance and engagement, such as HubSpot or Outreach.io.
Add recommendations for following up with leads who don’t immediately respond to the invitation.
WHEN TO USE
To invite qualified leads to see the product in action and move them closer to purchase.
During campaigns focused on driving engagement through live demonstrations.
When introducing new features or products that benefit from direct visualization.
WHEN NOT TO USE
If the product demo is not yet ready or lacks clear benefits for the audience.
When targeting unqualified leads without an understanding of their needs.