After a template download
For people who grabbed a spreadsheet or document template: helps them use it, then offers more.
Free to sign up; sending costs $1 per 1,000 emails. Already have an account? Create a draft from this template. Nothing sends until you launch.
Not a cold email. This one is for people who already know you: customers, past prospects or contacts who asked to hear from you.
Subject lines
- The marketing budget sheet(used in the template)
- Getting the most from the budget sheet
- The marketing budget sheet
Follow-ups reply in the same thread, so they’re sent as “Re:” the first subject.
The sequence: 2 emails
Email 1 · day 1
The marketing budget sheet
Hi {{first_name}}, Thanks for picking up our marketing budget sheet. One tip: fill in the "actual" column each month, even roughly. It's the column that makes next year's budget easy. If you get stuck with any of the formulas, reply and I'll help. {{sender_first_name}}
Email 2 · day 8 (7 days after the previous one, if there’s no reply)
Re: The marketing budget sheet
Hi {{first_name}}, The sheet works well for one person. When several teams need to update it, it usually turns into version chaos, which is the problem our budgeting software solves. If {{company}} is getting there, I'm happy to show you how it works. If the sheet is enough, that's great too. {{sender_first_name}}
{{first_name}} and similar are filled from each lead; after a “|” is the text used when the field is empty. Written for a budgeting software company that offers a marketing budget spreadsheet.
When to use it
Two to three days after someone gets a template from your site, when they've likely tried it.
Why it works
- Helping them use the template well builds trust before any pitch.
- It points out the template's limit honestly, which is where your product comes in.
- The ask is tiny: a reply if they get stuck.
How to adapt it
- Write the one tip that makes your template more useful.
- Describe the natural limit of the template, where your product picks up.
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