Templates/SaaS Trial Conversion Call Script

SaaS Trial Conversion Call Script

SaaS Companies · follow up calls

This SaaS Trial Conversion Call Script is designed for sales teams to follow up with trial users. Utilize this script to engage prospects, understand their experiences, and address their concerns. The goal is to guide them towards becoming paying customers by clearly articulating the value of your software. Use this script after a trial period has ended or when a user shows interest but hasn't converted yet.

The script

You: Hi [Prospect's Name], this is [Your Name] from [Your Company]. How are you today? Prospect: [Responds] You: I’m glad to hear that! I wanted to check in and see how your experience with our trial has been so far. Have you had a chance to explore the features? Prospect: [Responds] You: Great! What features have you found most helpful? Prospect: [Responds] You: Awesome! Are there any challenges or obstacles you’ve faced while using it? Prospect: [Responds] You: I appreciate your feedback. Based on what you've shared, I believe our [specific feature] could really help you. Would you be interested in a quick walkthrough? Prospect: [Responds] You: Perfect! Let’s schedule a time to discuss this further. I want to ensure you get the most out of your trial.

Customization tips

To make this script your own, customize the introductory greeting to match your brand's voice. Tailor qualifying questions based on your target audience's specific needs and challenges. Consider adding case studies or testimonials relevant to the prospect's industry. Adjust the script's tone to be more formal or casual, depending on your relationship with the prospect. Finally, practice the script to ensure a natural delivery, allowing for flexibility to adapt based on the conversation.

Common objections & responses

1. Objection: 'I don’t have the budget right now.' Response: 'I understand budget constraints can be a concern. Many of our clients have found that investing in our solution has led to significant cost savings in the long run. We can explore our pricing options to find the best fit for your needs.' 2. Objection: 'I’m not ready to commit yet.' Response: 'That’s completely understandable. Would it help if I shared how other users in your industry have successfully transitioned from trial to paid plans? I can provide insights that may help you feel more comfortable.'

FAQ

How long should the call last?

Aim for a 15-20 minute call to keep the conversation concise while allowing enough time to address any questions. This duration maximizes engagement without overwhelming the prospect.

What if the prospect is unresponsive?

If a prospect hasn't responded to previous attempts, consider sending a follow-up email with a summary of your call script and an invitation to connect again. This approach can rekindle interest and prompt a response.

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