Cold email template Follow-up and re-engage
A trial nudge email that helps instead of pushing
Use it a few days after a trial signup stalls at one step, such as never connecting data or never inviting a teammate.
The three emails
Written to Ben Foster, AP Manager at Lakeview Clinics in Cleveland, OH. Every name and company here is made up. Text in [brackets] is what you change for each person.
Subject: your Ledgerline trial, step 2
Hi Ben,
[You set up Ledgerline on Monday but have not connected your bank feed yet.] That is the step most people get stuck on, usually because IT needs to approve it.
Here is a one-paragraph note you can forward to IT: [link]. It covers exactly what we read and what we never touch.
Did something else get in the way?
Sam OrtizLedgerline
Subject: Re: your Ledgerline trial, step 2
Hi Ben,
If connecting the bank is not possible yet, [you can upload last month's statement as a CSV and see the matching in about five minutes].
Sam
Subject: Re: your Ledgerline trial, step 2
Hi Ben,
Last nudge from me. If Ledgerline is not the right fit, a one-line reply on why would genuinely help us. Thanks for trying it.
Sam
Why it works
- It names the exact step, which shows you are paying attention, not blasting every signup.
- It removes the most common blocker before they have to ask.
- The question invites a reply about their real reason, which you can act on.
- Follow-up 2 asks for feedback, which is useful even when the answer is no.
The personal line to swap
The stalled step. Use your product data to name the one step they did not finish, and the day they signed up. Keep it factual and friendly.
Specific, true, checkable
- You invited two teammates on Tuesday but no one has uploaded an invoice yet.
- Your workspace is set up, but the approval rules are still on the defaults.
Could be sent to anyone
- We noticed you haven't been very active in your trial.
How Reach Crew's Writer personalises it
Reach Crew writes to new people from public sources, so stalled-trial emails come from your own product data, not from Writer. Use this template in your product's email tool, and use Reach Crew to find and reach new people like Ben.
Opening from their public work. Source shown beside the draft.
Hi Ben,
You set up Ledgerline on Monday but have not connected your bank feed yet. That is the step most people get stuck on, usually because IT needs to approve it.
Here is a one-paragraph note you can forward to IT: link. It covers exactly what we read and what we never touch.
Did something else get in the way?
Sam Ortiz