Making a sale can feel a little like dancing. It takes two to tango, and the dance ends if one partner doesn’t stay in step.
All companies need sales to survive. They also need a strategy to keep potential clients fully engaged through the process. If the customer loses interest, they’ll simply move on and take that potential revenue with them.
Keeping prospects engaged is vital; one of the best ways to do so is through a sales follow-up SMS. After all, if a client likes your organization enough to share their digits, their potential for conversion is high. You already have their permission to text them, so take advantage of it!
18 SMS Follow-Up Templates to Maintain a Connection with Your Prospects
Here’s a list of sales follow-up templates you can use to maintain contact with your customers, wherever they may be in the buyer journey. Consider these options to engage prospects and improve your sales.
Once a Client Signs Up for Your SMS Texts
When a customer signs up to receive your SMS texts, it’s critical that you quickly communicate with them while your company is on their mind. Ideally, you’ll automate the process to ensure clients receive an initial text immediately. After all, no one is online all the time. You don’t want to miss an opportunity because you’re out to dinner or asleep.
Aside from notifying them you’ve received their opt-in, you should also include a welcome message that pushes them through the next step in the purchasing process.
A few ideas include:
“Hi, [name]! Thanks for signing up to receive [company’s name] SMS texts! I’m [salesperson], and I’m happy to schedule a call to discuss our services. Select a time that’s right for you through [insert link to your calendar].”
“Hi, [name]! You’ve made the right choice with [company’s name]. Our [type of service] can help you with [specific need]. Schedule a quick chat to learn more [insert appointment scheduling link].”
After the Sales Call
Once you have had a one-on-one chat with your client, staying in communication during their decision-making process is vital. They may meet with your competitors for similar consultations, so you want to keep your brand top-of-mind.
Try incorporating one of these sales follow-up templates to keep the conversation flowing.
“Thanks so much for taking the time to meet with [salesperson’s name], [client’s name]! I hope the conversation helped you better understand our [product or service]. Kindly let me know if you have further questions! I’m happy to answer them.”
“Choosing the right [product or service] can be hard! [Company’s name] is glad you took the time to meet with us so we could explain how our [product or service] can benefit you. Feel free to share further questions, and [salesperson] will respond promptly.”
Following an Initial Consultation or Product Quote
Sometimes, companies schedule consultations with their clients to understand their needs better and provide an initial service quote. For instance, an insurance agency might offer an automobile coverage quote, or a dermatologist might give a quote for a skin care service.
It’s best to follow up with clients after you provide a quote so they understand the next steps to take if they want to continue their purchase.
Consider sending them a text like one of these:
“Thanks for contacting [company’s name] regarding a quote for [product or service]. I’m happy to answer any further questions you have! Kindly reply if you want to continue our conversation.”
“We hope you found our quote for [product or service] fits your expectations! If you’d like to [schedule an appointment / continue your purchase], click here [insert link for calendar booking or landing page]. [Company name] looks forward to having you as our client.”
After an Unanswered Email
Companies typically use email to communicate with their clients. However, customers can easily overlook emails, especially if they receive lots of them and have other things happening.
If you send an email that goes unanswered, don’t despair. Follow up with your client via an SMS text.
Here are a couple of templates that can reestablish the connection.
“Hi, [customer’s name]. [Company’s name] sent you an email concerning our [conversation, product, service], but we haven’t yet heard back from you. Is there anything we can do for you on our end?”
“Hi, [customer’s name]! Thanks for requesting information about [company’s name] [product or service]. Were you able to review the details in our email? Let us know if we can assist you further!”
Before a Free Trial Ends
Many organizations offer clients a free trial of their services, especially if those services are complex or expensive. Free trials allow customers to test products or services and decide whether they’re a suitable fit before finalizing their purchase.
If you recently provided your client with a free trial, it’s essential to communicate with them before it ends, especially if they’ve given you the go-ahead to charge their credit card after the trial.
You don’t want to charge their card only to have them dispute it a few days later. Doing so can cause issues with your payment provider and lead to an unhappy customer. It can also damage your organization’s professional reputation.
Try sending one of these messages before a trial ends.
“Thanks so much for signing up for a free trial for [company’s name] [product or service]. We hope you’re enjoying it! Just a reminder: your trial will end on [date]. If you want to continue your [service/access], confirm with us through this link [insert link to complete purchase].”
“Hi, [client name]! Time goes by fast! We hope you’ve found your trial for [product or service] beneficial. We plan to charge you for continued access to [product or service] on [date]. If you’re happy with your [product or service], there’s no need to do anything. However, if you’d prefer to [unsubscribe/stop service], you can cancel through this link [insert link] before [date trial ends]. We truly appreciate your business!”
Pushing SMS Subscribers to Claim an Offer
Organizations often encourage sales by offering clients a limited-time discount or promotion on their products or services. Using a code for your current sale can help you easily track who has taken advantage of it and who hasn’t.
Since sales and promotions are frequent among many companies, it’s common for clients to forget all about the deal you have available. Sending them a quick sales follow-up SMS can remind them to take action before the promotional period ends.
Try sending one of these SMS texts to engage prospects.
“Hi, [client’s name]. We noticed you haven’t yet used your special discount for [product or service]. We don’t want you to miss this offer, as it happens only a few times a year! You have until [date] to save [amount/percentage] off [product or service] using [insert discount code]. Redeem it now for maximum savings!”
“[Company name] just wanted to follow up with you regarding our [discount/sale] on [product or service]. We noticed you haven’t yet taken advantage of it! It’s a one-time offer we don’t want you to miss out on. To get started on your purchase, simply visit [insert a link to website] and enter [discount code] to save!”
After an In-Person Meeting
Some companies get their best leads from in-person meetings, whether at trade shows, industry conferences, or networking events. If that’s the case for you, you’ll want to engage promptly with your new connection so they don’t forget who you are. A quick text can get the ball rolling.
Try sending your contact an SMS follow-up like one of the following messages.
“Hi, [customer name]! It’s [your name] from [company’s name]. I enjoyed meeting you at [insert place of meeting or event]. It was a fantastic time! If you’d like to schedule a call to continue our conversation, I’d appreciate it. Simply use my calendar to find a time that suits your availability [insert a calendar link].”
“Hi, [customer name]. It’s [your name] — we met at the [event] on [insert day of week]. I’d like to speak with you more about how [company’s name and products/services] can benefit [name of the organization if a B2B client]. Simply let me know what time works best for you, and I’ll be happy to connect with you [in our office / via phone].”
When You Haven’t Heard from a Client in Months
Occasionally, clients will go radio silent, and you won’t know why. While they once fully engaged with your company, now they aren’t responding to your emails or texts.
Usually, once customers cease contact with you, they’ve decided they don’t need your business. You can still send them a follow-up to remind them that you are there for them if they decide they need you.
Here are a few examples that can help:
“Hi, [client’s name]! I’m [salesperson’s name] from [company’s name]. We haven’t heard from you in a while and wanted to see if you need anything from us. Simply reply to this text to start a conversation!”
“Hi, [client’s name]! You haven’t recently shopped with [company’s name], but we wanted to inform you about our limited-time offer on [product or service]. With [discount code], you can save [percentage or amount]! Reach out to schedule an appointment and realize your savings!”
Once a Client Completes a Purchase
If a customer decides to purchase with you, it’s good form to thank them for their patronage. You likely have several competitors they could have chosen from, and showing you care about their business can go a long way toward keeping them for the long term.
Consider using one of these follow-up templates for a quick SMS thank you.
“Hi, [client’s name]. Thank you so much for purchasing [product or service] with [company’s name]. We truly appreciate your business and hope it’s everything you expect it to be!”
“Thanks, [customer’s name], for purchasing [product or service] from [company’s name]! We wouldn’t be here today without clients like you.”
On the last one, consider inserting a few emojis or a GIF that highlights your appreciation.
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