How to win the customer in the 1st email? Check out 6 different ways

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How to win the customer in the 1st email? Check out 6 different ways

How to win the customer in the first email?

Understanding how to win over the customer through an email is, without a doubt, a competitive advantage for any business. The lead trusted you, gave you their data, and was willing to test your solution. From there, the first message you send to him can be decisive between the “yes” and “no” of this consumer.

When a lead makes the decision to become your customer and you drag the opportunity into the “win” stage, it’s time to celebrate.

For the marketing team, the same goes for that contact who consumed all of your content in the email stream and applied for a free trial.

In both cases these are people who have made a commitment to the company based on what you have delivered as value to them so far.

They trusted everything you said and decided to test your solution for real.

And now, what to do? How to win over the customer, make it evolve through the pipeline and ensure that sale?

The first email, the “welcome”, that initial message you send him will be very decisive in this endeavour.

And today’s article helps you with 6 ready-made templates to understand, in one email, how to win over the customer who is testing your solution.

Want to know how this happens?

Stay with us.

Good reading!

How to win over the customer and why is the first email so important?

This question can be answered with numbers so that you better understand the importance of an email that really has persuasive power over your prospects.

Welcome emails generally have a 4x higher open rate and 5x more clicks than a regular email, according to research by EmailMonks.

From there, you can already understand the importance of the first email, right?

After all, your welcome email sets the starting point for your prospect’s impression of your brand.

It also helps to establish a connection and a level of dialogue between the two parties.

Here, actually, the welcome email should be seen as the first message you exchange.

What will make him go further on his shopping journey, jumping to a new stage?

The mission is always the same: to make an initial positive impact, deliver value and arouse the lead’s curiosity.

As we said, this will not necessarily be the first impression you will make.

After all, the prospect will certainly have already been impacted by some marketing strategies that your company used.

But, one way or another, you got it, right?

The first email exchange between a potential buyer and seller needs to be high-impact and truly valuable to the former.

And to have this more clearly, enjoy and share it in your company’s sales playbook.

By the way, did you know that a playbook is also a sales script? Listen and understand better:

How to win the customer in the first email? CRM helps companies!

The CRM plays a very important role in this initial email that will help the customer to go through the other stages of the sales funnel – or pre-sales.

Companies that have gone through the digital transformation of the sales sector rely on technology to be even more effective in this task.

A sales system helps in several ways: the first one is by automating this task.

And you can do it by integrating the software with your website form, chatbot platform or any other channel where a customer can become a leader and start trying out your solution.

From there, you put some automatic actions to run.

  1. Register this customer’s data in your database within the CRM;
  2. Create an opportunity in the step and funnel you want;
  3. Automatically send your welcome email.

For this, you have a pre-configured email template. All you have to do is choose the model and tell the system when it will be shipped.

So for each product or each conversion form you can have a specific email address.

In addition, you can, within the opportunity, track if my email was opened and if there were clicks on the links you sent.

This way, you have the technology helping you to better understand how to win the customer through the first email.

6 email templates for you to understand how to win the customer

A welcome email during your platform’s testing period is a great way to generate value to create an even stronger connection between buyer and business.

Value content that is truly customer-focused, with a thought-provoking headline, can stand out from hundreds of inbox messages.

The goal here is to achieve a meaningful connection and not an instant deletion of your message.

So, to help you in this task, we have separated 6 email templates for you who want to understand how to win over the customer in your initial approach.

Look:

1 – The trial start an email

Companies that subscribe to the welcome email have, according to a survey by Social Media Today, 27% higher click-through rates.

The study also points out that personalized emails create the feeling of an individual shopping experience, which increases trust and loyalty to the company.

See a ready-made template:

Hi, [customer name] !

I’m [your name], CEO of [company name] and would like to personally thank you for testing our [service/product name].

We at [company name] have the mission to [cite the mission].

I’d love to hear what you think of our [product/service] and if there’s anything we can improve on it.

If you have any questions, please feel free to reply to this email.

A hug,

[signature]

2 – Diagnosis email

How to win the customer in the first email?

A free diagnostic email is sent to prospects who have signed up on your website or on a landing page for quick advice.

Ideally, this email is followed by a series of other emails (ie, putting the lead into a feed stream) to eventually be able to make an offer.

See a ready-made template

Hi, [customer name] !

What a pleasure to receive your contact for a free diagnosis.

Please fill in the form below to better understand your needs

[link]

Keep an eye on your inbox over the next few days as we’ll send you the best tips to improve your business.

We’ll also talk about how companies have achieved better results through [quoting your product/service].

I am available if you want to talk.

Big hug,

[signature]

3 – Product focused email

One focused on product introduction helps to generate value and be more successful in the mission of winning the customer.

After all, he will present his solution in an easy, straightforward and didactic format.

Using a video or webinar is a smart strategy right now.

This makes the customer feel that they are having individual support. That you care about being consultative and passing on really useful information to him.

See a ready-made template:

Hi, [customer name] !

It’s great to know that you are interested in the [product/service]. It’s a pleasure to have you with us!

We are confident that [product/service] will help you [cite key benefits of the solution].

Learn a little better about him in this video: [link]

You will be guided by our team to ensure you get the best out of our service.

You can also find more information in the help and tutorials section of our website: [link]

I am available.

A hug,

[signature]

4 – Free Gift Email

How to win the customer in the first email?

Who doesn’t like a discount, a special offer to encourage a purchase to be made?

If the prospect is testing your solution, you can offer a simple discount code, or an add-on product, to get them interested in buying as soon as possible.

An unexpected gift is a good practice for you to better understand how to win the customer with the first email.

Don’t forget to explore mental triggers at this point: trigger urgency to get the customer’s “yes” as soon as possible.

See a ready-made template:

Hi, [customer name] !

Thank you for signing up to try out [name of product/service].

As a special thanks, we offer a 15% discount for signing up for a paid plan.

Just click and use your coupon: [link]

Don’t forget that this condition is only valid for the next 3 days.

I am available.

A hug,

[signature]

5 – Thank you email

This type of email is used to thank you for subscribing to your newsletter or to receive specific content.

In the latter case, you offer rich material and put the generated lead into a flow within your marketing automation platform.

The objective is to deliver, over the next emails, more in-depth content that instigates the potential customer to want to buy your solution.

It is common, at the end of the flow, to request a sales demonstration, for example, to actually start a negotiation.

But, of course, it all starts with the first email…

See a ready-made template:

Hi, [customer name] !

Thank you for subscribing to our weekly newsletter.

I take this opportunity and invite you to visit our section of rich materials with eBooks, infographics, videos and much more.

[link]

If you want to get some more tips and other educational content, visit our blog: [link]

Or, if you prefer, speak to a [consultant/expert] for further assessment and information: [link]

I am available to talk.

A hug,

[signature]

6 – Reminder email

How to win the customer in the first email?

For SaaS companies, especially, that are able to monitor the logins of their customers (or those who are testing the platform), this email is particularly important.

The reminder email is strategic within the mission of understanding how to win over the customer.

You will send a message not only greeting the test but also sharing the login URL as well as the registered user and password automatically generated by the system.

This will facilitate access to the prospect who is still fitting into your solution.

See a ready-made template:

Hi, [customer name] !

I am the [name] , CEO of [company] . It’s a pleasure to have you with us!

We can’t wait for you to start using [product/service] and see results in your business.

I leave with you the link to access our platform: [link]

And also your username and password:

[username]
[password]

I take advantage and share our Help Center with content and tutorials for you to have the best possible experience with our tool. [link]

If you feel the need, our support team can be contacted via email: [email]

I am available.

A big hug,

[signature]

With these 6 email templates, you better understand how to win the customer and the power that a persuasive message brings to your business.

Oh, don’t forget to submit inside your CRM to have the metrics important to your business.

So, how can we help you?

If you have questions about the article or want to share some “pain” of your business, talk to a consultant when you need it.

Enjoy and read two articles that will help you convert more prospects into customers.

The first provides techniques on how to approach a customer for the first time.

The second talks about the types of customers that are hardest to serve – and how to sell to them.

Good sales!

 

Understanding how to win over the customer through an email is, without a doubt, a competitive advantage for any business. The lead trusted you, gave you their data, and was willing to test your solution. From there, the first message you send to him can be decisive between the “yes” and “no” of this consumer. When a…