“Hey, just following up on our last email!”
“Hi, it’s been a while since we talked. Are you still interested in exploring our solution?”
“Happy Monday! Did you get a chance to go over the proposal I sent you last week?”
Sound familiar? If you read those and cringed, chances are you’ve sent those sales texts before. (Don’t worry, we’re not text-shaming. We’ve all been there.)
The thing is, following up isn’t about sending just any SMS messages to your sales prospects. To use business text messaging effectively, you need to craft messages that hit the right notes with the right information at the right time.
In this article, we’ll provide sales text message examples you can use to drive leads through the key stages of the sales cycle:
- Discovery stage
- Interest stage
- Decision stage
- Post-sale stage
You can use each of these SMS templates to speed up your workflow, then implement our sales texting tips to maximize your response rates.
Sales text message examples for the discovery stage
When leads enter your sales funnel, they’re getting to know your brand for the first time. Reach out as soon as you get their phone number to make a good impression.
Then, you can continue creating a great customer experience by providing more information via text.
Here are 86 text message templates your sales team can use in the discovery stage:
Welcome message
A thoughtful welcome message is your first chance to make a great impression and set the tone for your relationship with a new customer. Whether it’s helping them get started, sharing useful resources, or learning more about their needs, a well-crafted message can kick things off on the right foot.
Use this template to help new customers hit the ground running:
Hi [name], [your name] here! Welcome to [business name]. To get started, check out our [type of guide] guide here: [URL]. If you have any questions, reply to this message! Reply STOP to opt out of future messages.
Use this message to make sure your customers understand how your product or service works right from the start:
Hey [name], welcome to [business name]! Ready to dive in? Here’s a quick guide on how [product/service] works: [URL]. If you need anything or have questions, just reply to this message, and I’ll be happy to help you.
Show customers you care about their experience by asking about their needs and tailoring their experience accordingly:
Hey [name]. It’s [your name] here from [business name]. Welcome aboard! To provide you with the best experience, I’d love to know what you’re hoping to achieve with [product/service]. Feel free to reply directly to this message! Reply STOP to opt out.
Here’s a template to help you make your value proposition shine and differentiate yourself from competitors:
Hi [name], great to see you exploring [business name]! Struggling with [specific challenge]? Here’s how we can make things easier: [unique value proposition]. Let me know if you’d like more details or a quick chat!
Lead qualification text
Lead qualification texts help you gather more information about your prospect and their needs so you can tailor your follow-up text messages and focus on the leads most likely to convert.
Here’s a text you can use to narrow down what your prospect is looking for and ensure you’re offering the right solution:
Hi [name]! I’m [your name] from [business name].Thanks for your interest in our [product/service]. Are you looking for a solution to manage [option A] or [option B]? Let me know so I can share the best info for your needs! Reply STOP to opt out.
Find out how soon your prospect needs a solution so you can prioritize your follow-ups:
Hi [name], I saw your inquiry about [product/service]. Are you hoping to get started immediately, or are you planning for something down the road?
Encourage prospects to share their pain points or goals so you can position your solution better:
Hey [name], thanks for checking out [business name]. Quick question: what’s the biggest challenge you’re trying to solve with [product/service]? Once I know, I can point you in the right direction!
Follow-up for a consultation request
These follow-ups will help you confirm a prospect’s interest in a consultation and guide them toward the next steps, like scheduling a time to meet.
Here’s a general, straightforward example:
Hi [name]! [Your name] from [company name] here. I’m happy to provide the consultation you requested. Pick any time that works for you here: [URL]. Can’t wait to chat!
For when you want to offer more flexibility and make it easier for people to schedule:
Hey [name], thanks for reaching out to [business name] about [type of consultation]. I’m [your name], and I’m here to help. Feel free to schedule a time here: [URL], or let me know if you’d prefer to call me at a specific time. Whatever’s easiest for you!
Use this template when you want to reference their specific needs or questions:
Hi [name], [your name] here from [company name]. I saw your consultation request. Thanks for reaching out! I’d love to chat about [topic/need they mentioned]. You can schedule a time here: [URL], or let me know if there’s any way I can help!
Follow-up for quote request
A strong follow-up to a quote request helps you gather the right details, set clear expectations, and show the client you’re invested in their needs.
Use this template when you need to set up a call to better understand a client’s requirements:
Hi [name]! Thanks for your interest in [company name]. We’d love to provide a quote. Are you free for a quick phone call to ensure an accurate estimate?
Not the time to hop on a call just yet? Use this template:
Hi [name], thanks for reaching out about [service/product]. To get started on your quote, could you share a bit more about [specific detail, e.g., project size or requirements]? Once I have that, I’ll send your estimate ASAP!
Update the client on your progress and set expectations for the next steps:
Hi [name], thanks for requesting a quote for [service/product]. I’m pulling together your estimate now and will send it over shortly. Once it’s ready, feel free to review it, and we can schedule time to go over any adjustments or questions you might have!
This example is for when the quote or pricing includes a special offer or a limited-time discount:
Hi [name], thanks for your interest in [company name]! I’m preparing your quote, and I wanted to let you know that we’re currently offering [discount/special pricing]. It’s only available until [date], so let me know soon if you’d like to move forward!
Phone call confirmation
Confirming a scheduled call helps prevent no-shows and shows your professionalism.
Here’s a simple confirmation that ensures everyone’s aligned on timing:
Hi [name], it’s [your name] from [company name]. Are we still on for our call at [time] today? Looking forward to connecting!
Use this when you want to confirm your call and also provide flexibility for rescheduling:
Hi [name], it’s [your name] from [company name]. Just checking if our call at [time] today still works for you. If not, no problem — here’s a link to reschedule: [URL]. Let me know what works best!
This version adds a reminder of the call’s purpose to keep things top of mind:
Hi [name], just a quick reminder about our call at [time] today to discuss [specific topic]. If anything changes, feel free to reply here. Looking forward to it!
Instant price estimate
Sharing pricing details is your chance to set clear expectations and build trust early on. These templates keep things simple while encouraging prospects to take the next step, whether that’s starting a free trial or scheduling a call.
This is great for highlighting affordability and offering a no-risk way to explore:
Hi [name]! Thanks for your interest in [company name]. Our plans start at $[price] per month, and you can try it free for [duration]. Click here to start your free trial: [link]. Let me know if you have any questions — I’m happy to help!
Use this example to connect pricing to a specific benefit or value:
Hey [name], thanks for reaching out! Our pricing starts at $[price] per month, which includes [key feature/benefit]. If you’d like to see how it works for your needs, let’s set up a quick call: [link]. Let me know what works for you!
Perfect for tailoring the price estimate to a prospect’s unique situation:
Hi [name], I’d be happy to provide a price estimate! For most [type of customer], our plans start at $[price] per month. If you’re looking for [feature/service], let me know — I can recommend the best option for you!
Let prospects explore pricing further while keeping the option open for additional support:
Hi [name]! [Your name] here from [business name]. Thanks for your interest in our [product/service]! Our plans start at $[price] per month, and we have options tailored to different needs. You can check out all the details here: [link]. If you’d like help finding the best fit, just reply to this message. I’m happy to help!
Follow-up for no response
Following up is awkward. But the conversation’s not going to move ahead by itself.
Here’s a template to make following up on that initial inquiry easier:
Hi [name]! Hope you’re doing well. [Your name] here, following up on your inquiry about [service/product]. Let me know if there’s anything I can clarify or assist you with. I’m here to help!
Use this to nudge prospects toward booking without being pushy:
Hi [name], thanks again for your interest in [company name]. Just checking in to see if you’d still like to schedule a consultation! You can find a time that works for you here: [URL]. Let me know if you have any questions!
For one final follow-up before it’s time to call it quits:
“Hi [name], I just wanted to follow up one last time regarding [service/product/question]. If you’re still interested, feel free to reply to this message. If not, no worries — you know where to find us! Reply STOP to opt out of future messages.
Webinar reminder text
Looking to get attendance numbers up? Here’s a general reminder:
Hi [name], thanks for signing up for our event! The webinar starts in [time]. We hope to see you there. Find details for joining in our calendar invite here: [URL].
Here’s an example to highlight what attendees will gain from the webinar (in case they’re thinking of skipping):
Hi [name], just a reminder about our webinar, ‘[Webinar Title],’ happening tomorrow at [time]. We’ll be covering [topic or benefit, e.g., strategies to increase efficiency and save time]. Don’t miss this opportunity to learn! Details to join here: [URL].
Or you can position the webinar as a solution to a challenge the audience may be facing:
Hi [name], are you struggling with [specific challenge]? Join our webinar tomorrow at [time], ‘[Webinar Title],’ where we’ll share actionable solutions to help you [outcome, e.g., streamline processes or boost sales]. Here’s how to join: [URL]. Reply STOP to opt out.
Follow-up after voicemail
Voicemail follow-ups help ensure your message doesn’t get overlooked. Because sometimes the prospect isn’t actually ignoring you. They’re just busy.
Here’s a general, friendly follow-up:
Hi [name], it’s [your name] from [company name]. I left you a voicemail about [topic] and just wanted to follow up. Let me know if you’d like to chat — I’m happy to work around your schedule!
For a more formal tone:
Hi [name]. I’m [name] from [company name]. I left a voicemail earlier regarding your interest in [topic]. Are you free to discuss [topic] this week?
Follow-up after ebook download
Following up after an ebook download is a great opportunity to engage with prospects while the content is fresh in their minds.
Here’s a general follow-up:
Hi [name], [your name], a [role] from [company name]. I saw you downloaded our [ebook title]. I hope it was useful! Do you have any questions? I’d be happy to answer them! Reply STOP to opt out.
A template to help guide prospects toward the next logical step based on the content they downloaded:
Hi [name], [your name] here from [company]! I noticed you downloaded our [ebook title]! If you’re ready to take the next step, check out this [related resource, case study, or link to sign up]: [link]. Let me know if you have any questions!
Use this to engage the prospect by connecting the ebook to their potential needs:
Hi [name], I saw you downloaded our [ebook title] — great choice! Curious, are you currently working on [goal or challenge related to the ebook]? I’d love to hear more about your plans and how we can support you.
Sales text message examples for the interest stage
The average sales rep needs eight touchpoints to get the initial meeting. Landing a purchase might need many more.
These sales text message examples can keep your open deals going strong.
Video call request
Video calls are a powerful way to engage prospects more personally and showcase your solution. The best messages help you frame the call as valuable to their needs, whether through addressing challenges or highlighting benefits.
Perfect for showcasing your product in action:
Hi [name], I hope you’ve had a great [day of the week]! I’d love to schedule a video call to provide a personalized product demo. Feel free to pick a time here: [URL].
This example makes the call feel tailored to each prospect’s unique pain points:
Hi [name], I’m [your name] from [business name]. I noticed you’re exploring ways to [challenge, e.g., streamline your workflow]. I’d love to hop on a quick video call to walk you through how [product/service] can help. Let me know if you’re interested!
Sometimes you need to sweeten the deal by emphasizing what prospects will learn or gain by attending the call:
Hi [name], I’d love to set up a quick video call to show you how [product/service] can help you [specific benefit, e.g., save time or boost efficiency]. You’ll walk away with [tangible takeaway]. Pick a time that works for you here: [URL]! Reply STOP to opt out.
Free trial check-in
A thoughtful check-in during a free trial helps keep prospects engaged and ensures they’re getting value from your product. It also lets you get ahead of any potential problems that might keep them from converting.
Short and sweet, perfect for an early-stage follow-up:
Hi [name]! I’m [your name] from [company name] — just checking in! How’s your free trial of [product name] going?
To steer prospects toward converting after the trial ends:
Hi [name], I hope you’re enjoying your free trial of [product name]! If you’re ready to unlock even more features, let’s chat about the best plan for you. Let me know when you’re free!
To identify roadblocks before they escalate:
Hi [name], I hope your free trial of [product name] is going well! I want to make sure you’re getting the most out of it. Are you running into any challenges or questions so far? If so, just reply to this text and I’d be happy to assist! Reply STOP to opt out.
Client question follow-up
These follow-ups help confirm next steps, clear up doubts, and keep momentum going so prospects don’t go cold.
Here’s what to say when you’ve already answered their question and want to keep the conversation open:
Hey [name], I wanted to check in — did my response to your question help? If anything else comes up, I’m happy to chat and make sure you have all the info you need!
Needed to check in internally before you could give an answer?
Hey there, [name]. I checked in with [role/person], and we’re confident we can [action, e.g., accommodate a team of your size]. Do you have time to chat about our proposal?
For nudging the prospect toward taking action:
Hey [name], I’m glad I could answer your question about [topic]! If you’re ready, the next step would be [specific action, e.g., scheduling a demo or reviewing the proposal]. Let me know if you’d like to move forward!
Proposal follow-up
Sometimes, you need an extra text to keep your offer from getting lost in a prospect’s inbox.
A straightforward message to confirm they’ve received the proposal:
Hi [name], I sent a proposal to your email. Let me know if you have any questions once you review it. Thanks!
Here’s a template to reinforce why your proposal is worth their time:
Hi [name], I wanted to follow up on the proposal I sent. Based on what we discussed, [product/service] can help you [specific benefit]. Let me know if you’d like to go over any details!
Create a sense of urgency while keeping your tone professional:
Hi [name], just a quick reminder that our current pricing for [product/service] is only valid until [date]. Locking it in now ensures you get [specific benefits, e.g., the best rate, priority onboarding, or access to a limited offer]. Let me know if you’d like to move forward!
Lead re-engagement
Reaching out to cold leads is a chance to reconnect without being pushy. These messages should offer value, check in naturally, or introduce something relevant to their interests.
Here’s a simple follow-up to give an update on your product or service:
Hey [name]! Last time we spoke, you were looking for [product/service]. We just launched a new product line with [features] that might help you! Check it out here: [URL]. Let me know if you’d like to learn more!
Re-engage leads by providing helpful content, no strings attached:
Hey [name], I came across this [guide/report/tool] on [topic] and thought you might find it useful. No pressure, just wanted to share! Here’s the link: [URL]. Let me know how you find it! Reply STOP to opt out.
A casual way to reconnect without immediately pitching:
Hey [name], it’s been a little while! Just wanted to check in — how’s everything going with [their business or relevant topic]? Hope all is well! Reply STOP to opt out of future messages, no questions asked.
Use this when you have new insights or proof of success in their industry:
Hey [name], since we last spoke, we’ve seen [industry/client] get great results with [strategy/product]. I think it could really help with your [specific goal]. Want to reconnect and explore how it could work for you?
Follow-up after phone call
A quick text after you end a call shows you’re on top of things and keeps the conversation going. Here’s a simple way to do that:
Great speaking with you today, [name]. Feel free to text me here if you have any more questions!
Use this when the call ends with a clear plan in place:
Hey [name], great chatting today! As discussed, I’ll send over [specific document, proposal, or link] shortly. Let me know if you have any questions, and we’ll take it from there!
For when the prospect seemed unsure or needed to discuss things internally:
Hey [name], I know we went over a lot today! If any questions come up after your team reviews things, just let me know — I’m happy to help!
A direct follow-up to reinforce urgency and provide a clear CTA:
Hi [name], excited to help you move forward with [product/service]! To get started, just [next step, e.g., sign up here/review the contract: URL]. Let me know if anything comes up.
Relationship nurturing
Relationships sell. And a quick, thoughtful message can go a long way in keeping the connection alive without making it feel transactional.
Here’s what to send when you want to maintain that connection without pushing business:
Hi [name], how was your trip to [location]? Were you able to check out the breakfast spot I told you about?
Your prospect celebrating a milestone is a great time to chime in:
Hi [name], just saw the news about your [milestone, e.g., promotion]. Huge congratulations! Excited to see what’s next for you at [company name]. Let’s catch up soon!
Use this when you have some new insight or strategy that could be relevant to their pain points:
Hi [name], it’s [your name] from [company name]. I was thinking about our last conversation on [topic] and had an idea that might help. We’ve been seeing success with [new approach/insight], and I’d love to share how it could apply to your team. Let me know if you’re open to a quick chat!
A simple, friendly message to keep you top of mind without a business angle:
Hey [name], I saw [something relevant to them, e.g., a recent LinkedIn post, industry news, or even a shared interest]. Made me think of our last chat! Hope all’s going well. How have things been on your end?
Pro tip: Nurture relationships by adding a personal touch
Finding common areas of interest and connecting with your clients on a personal level makes them more likely to enjoy talking to you. And by extension, buying from you.
But if you’re nurturing many relationships at the same time, it can be hard to keep track of all the little details.
One way you can keep track of this is to take notes directly in context with the conversations you have with your contacts.
A business phone like Quo lets you capture client notes directly in the app.
That way, the next time you speak with a client, you can see the notes you took and mention them on the call. It only takes a second to jot down, but asking a client how their vacation in Portugal was or how their kid’s birthday party went is an investment in their emotional bank.
In-person meet-up request
Sometimes, a quick face-to-face moves things along faster than endless texts.
If you’re already in their area for an event they might also be attending:
Hey [name], I’m in [city] for [event name] this week. If you plan to attend or will be nearby, let me know — I’d love to say hi!
Great for keeping the tone light and flexible:
Hi [name], [your name] here from [business name]. I’m in town for a couple of days for [reason]. Do you have time to get a quick coffee today or tomorrow? I could come to you! Whatever’s easiest.
For when there’s a clear business reason for meeting:
Hi [name], I’ll be in [city/area] on [date] and would love to meet to discuss how [product/service] can help with [ specific challenge]. Let me know if you’re available!
How an agency owner uses SMS to engage leads
Andrew Boyd, co-founder of marketing agency Forte Analytica, re-engages with past clients by using SMS to let them know he’s available to meet with them.
“Last month, while planning a trip in the US — I’m in the UK — I contacted all our existing clients and previous clients that had gone quiet just to let them know I would be around for a coffee,” says Andrew. “It worked really well!”
After his trip, Andrew engaged with them again by sharing PR placements he had won for his current clients. This eventually led to sales and return clients for his agency.
As Andrew puts it, “You basically need to make conversation with your leads to be top of mind for them, and what better way to do so than with SMS?”
Sales text message examples for the decision stage
These sales text message examples can help you prevent stalling and build a loyal customer base.
Appointment reminder
Appointment reminder texts reduce no-shows and keep things running smoothly.
Here’s a light, approachable nudge:
Hey [name], just a heads-up that we’re set for your [type of] appointment on [date] at [time]. Looking forward to it! Reply STOP to opt out of future messages.
A more formal reminder:
Hi [name], I’m [your name] from [business name] reaching out to confirm your [type of] appointment on [date] at [time]. Let me know if you have any questions before then!
To make it easier for prospects to join online meetings:
Hey [name], your [type of] appointment is scheduled for [date] at [time]. Here’s the link to join: [URL]. Please let me know if you can’t attend or would like to reschedule. If not, see you then!
Give location details while making it easy to adjust plans:
Hi [name], your [type of] appointment is set for [date] at [time] at [location]. If you need to make changes, you can reschedule here: [URL]. Safe travels, and see you soon!
Payment reminder text
Generally, salespeople aren’t responsible for chasing payments and sending payment reminder messages. But you can still provide a helpful nudge without overstepping.
Here’s what to say to keep things light and direct them to the right team:
Hi [name], I wanted to check in. Looks like our [billing/finance] team hasn’t received payment for [invoice/service] yet. If you have any questions or need assistance, let me know, and I’d be happy to connect you with them!
For when completing a payment is tied to the next step in the process:
Hi [name], we’re excited to get started on [service/project]! To finalize everything, our [billing/finance] team just needs confirmation of payment. Let me know if you’d like me to have them reach out!
Further reading: Check out our guide on how to ask for payment politely via text message for more ideas!
Promotions and discounts
If a lead is taking too long to take the next step, a well-timed offer can help push them along, whether it’s a first-time discount or a limited-time deal.
For warming up new prospects with a small incentive:
Hi [name], [your name] here from [business name]! Thanks for checking out our company! As a welcome gift, we’re offering [X% off/discount] on your first [purchase/service]. If you’d like to claim it, use [code] at checkout or reply here with any questions! Reply STOP to opt out.
A more personalized version of an introductory discount:
Hi [name], since it’s your first time exploring [company name], we’d love to offer you [special offer, e.g., a free upgrade, discount, or bonus feature] to help you with [unique pain point]. Let me know if you’d like to take advantage of it. I’d be happy to help!
Add urgency without sounding pushy:
Hey [name], just a quick heads-up that our [promo/discount] on [product/service] is only available until [date]. If you’d like to lock it in, let’s chat before it expires! Reply STOP to stop receiving messages from [company name].
A hard sell’s not always necessary. You can still encourage engagement by giving the prospect something extra to make their decision easier:
Hi [name], I know choosing the right [product/service] takes time. If you’re still exploring options, I wanted to offer you [extra service, e.g., an extended free trial, free strategy session, or bonus feature] to help you see how [product/service] fits your needs. Let me know if you’d like to take advantage of this one-time offer!
Sales text message examples for the post-sale stage
Closing a deal is merely the beginning of a long-term relationship. A thoughtful post-sale message reassures customers they made the right choice and keeps them engaged from day one.
Post-purchase thanks
Sending a warm thank-you message shows customers that you value them and your relationship and they’re not just a sale to you.
Hi [name], thank you so much for becoming a [company name] customer! We’re ecstatic to have you and can’t wait for you to see all the benefits [product/service] can have for your business.
You can also reassure customers that help is available whenever they need it:
Hi [name], welcome to [company name]! You’re in great hands with [name, e.g., the onboarding specialist]. If there’s ever anything I can help you with, shoot me a message at this number. Reply STOP to stop receiving messages.
For when you want to help customers get started smoothly:
Hey [name], thrilled to have you on board! To help you hit the ground running, we’ve put together a quick guide on [topic]. Check it out here: [link]. Let me know if you have any questions! Reply STOP to opt out.
A friendly, personal message focused on nurturing that long-term relationship:
Hey [name], just saw that you completed your order. That’s fantastic! If you need anything or have questions, feel free to message me here. I’m always here to support the [client company] team!
Account manager introduction
A quick introduction text message from the account manager sets the tone for a strong client relationship. These messages can be formal or casual, depending on the situation.
Here’s a simple handoff letting the client know who’ll be supporting them:
Hi [name]! Thanks for choosing [company name]. Your account manager, [name], will be reaching out today to get you started with our onboarding process.
A formal message from the account manager:
Hi [name], I’m [your name], your account manager at [company name]. I’ll guide you through onboarding and ensure you get the most out of [product/service]. To start, I’ll send over [resource/schedule link]. Let me know if you have any questions!
For a more casual tone:
Hey [name], I’m [your name], your go-to person at [company name]. Excited to get you set up! If you ever need anything, just send me a message. I’m here to help!
For a more personalized approach:
Hi [name], I’m [your name], and I’ll be working with you to make sure [product/service] helps you reach [specific goal]. I’d love to hop on a quick call to learn more about your priorities and how I can support you. Let me know when you’re free!
Win back churned customers
It’s never too late to win back old customers. You just need to remind them of your offering’s value without making it awkward. (No pressure!)
Here’s a light, no-pressure way to invite them back with a perk:
Hey [name], we’ve missed you at [company name]! To welcome you back, we’re offering [discount/free upgrade] for returning customers. No commitment — just a little thank-you if you’d like to give us another shot! Here’s the link: [URL]. Reply STOP to opt out.
A more casual message, focusing on why they left, as opposed to pushing an offer:
Hey [name], I noticed you haven’t used [product/service] in a while. No worries at all! Just wanted to see if there was anything that didn’t work for you or something we could do better? I’d love to see what we can do to welcome you back!
Feedback requests
Hearing from customers helps refine your offering and shows you care about their opinions. Talk about a win-win!
A simple and direct feedback request, no beating around the bush:
Hey [name], [your name] here from [company name]. Hope you’re doing well! I’d love to hear your thoughts on [product/service]. If you have a moment, could you share your feedback here? [Link]
You can also add a small incentive to encourage responses:
[CANDIDATE NAME], don’t forget your interview tomorrow with [BUSINESS NAME] at [DATE / TIME]. I know you’re going to do great. Good luck!
Cross-selling text
A timely cross-selling text introduces customers to products that complement their purchase, helping them get more value from your offering.
Here’s a simple follow-up suggesting a complementary product:
Hi [name], thanks for your purchase of [product]! Continue [action, e.g,. streamlining your workflows] with our [complementary product] to get more [benefit]: [URL]. Reply STOP to opt out of future messages.
You can use success stories to make the recommendation feel more relevant:
Hi [name], many [businesses like yours/customers in your industry] have seen great results using our [complementary product] alongside [their purchase]. If you’re looking to [achieve a specific benefit], this might be a great fit. Let me know if you’d like to explore it!
Upselling text
Upselling works best when it’s framed around added value. These messages show how an upgrade can benefit the customer.
Here’s what to say when you believe an upgrade can better align with their needs based on their usage:
Hey [name], I was thinking since you already use [product], you might love [higher-tier plan]. It comes with [key feature] that could make [specific task] even easier for you. No pressure, just wanted to share in case it’s helpful!
Here’s one focused on added features or the benefits of upgrading:
Hi [name], I wanted to check in. Many of our customers on [current plan] upgrade to [higher-tier plan] once they see the benefits of [key feature]. If you’d like to explore what’s possible with [specific upgrade benefit], let’s chat!
A time-sensitive offer without being pushy:
Hey [name], how’s it going? Just wanted to let you know that we’re offering [discount/bonus feature] when you upgrade to [higher-tier plan] before [date]. Let me know if you’d like to take advantage of this!
Pro tip: Use SMS to handle client objections
Sales text messages aren’t just useful to nurture your open deals; they can also be used to backchannel with your customers and handle client objections in real time on calls.
Sean Mackay, account executive at JLL Technologies, uses SMS to handle client objections on demo calls.
One of his demo calls, led by his Solution Engineer, was attended by the deal’s key stakeholders, including the champion and the ultimate decision-maker.
“Once we got into the meat of it,” says Sean, “the decision maker was coming up with objections that I believed were non issues based on previous discussions with my champion and other stakeholders.”
Sean texted the champion to ask why these objections were being raised. He immediately got a reply where the champion explained why, mentioning an incident that had occurred that week that influenced the decision-maker and caused them to raise these objections.
Sean was then able to address these objections on the call directly, and by the end of the call, it led to a successful outcome for his team.
“Text was the only communication means that worked in that scenario and now I always have my phone handy just in case!” says Sean.
Tips for sending effective sales texts
When you’re ready to use text messages for sales, you need to make sure you provide a great customer experience, no matter which stage of the sales cycle your clients are in. This way, you can keep your text message open rates high and your subscriber churn rates low.
- Get SMS consent: Ensure leads or customers opt in to receive texts from your team before sending the first message. You can gain consent through a digital form on your website or in person via a physical document.
- Identify yourself: Just because you spoke to someone over the phone doesn’t mean they have you saved as a contact. Introduce yourself at the beginning of your message or include a text message signature at the end.
- Personalize your texts: Texts that address your clients by name and are directly relevant to their needs are more likely to increase response rates and link clicks. You can also use emojis, depending on the tone and your relationship with the customer.
- Limit your texts: Texting can be more intrusive than channels like social media and email marketing. Avoid sending daily texts to clients to respect their boundaries.
- Keep time zones in mind: SMS etiquette (and compliance laws) requires you to only send texts within business hours in your customer’s time zone. Luckily, the best texting services, like Quo, let you schedule texts to be sent according to the recipient’s time zone.
- Conclude messages with a clear CTA: Adam Bensman of The Roof Strategist shares that the point of sending a sales text message is to get a reply. To do that, make it easy for the prospect to engage by asking a clear, low-effort question or prompting a simple next step.
- Send more messages faster with AI: Juggling a lot of clients at the same time? Instead of struggling to craft the perfect text each time, send more messages faster with sales AI tools.
Quo’s AI-suggested text responses feature analyzes the context of your conversation and suggests 2-3 relevant replies to a message. You can choose a reply option and tweak it before sending it to your client.
Want to learn more about AI-suggested text responses? Check out this article to learn more.
Streamline your sales texts with Quo (formerly OpenPhone)
These sales text message examples are some of the many SMS templates you can use to drive leads through the sales funnel and ask the right questions to close more deals.
As long as you follow good sales text etiquette — like personalizing your texts and texting at appropriate hours — you can increase prospects’ interest and engagement, one message at a time.
With Quo (formerly OpenPhone), you can easily send the right texts at the right sales stages.
Use the snippets feature to save sales text message templates, which you can quickly customize and send to leads when it’s most relevant. Quo also offers a shared SMS inbox to simplify sales collaboration internally and with other teams.
For example, sales teams can quickly assign specific contacts to available team members. Account managers are always up to date on past interactions and can jump into conversations whenever needed. Need to loop in support? It’s as easy as opening the chat.
You can also use the Make or Zapier integration to automate sales texts — for example, for sending appointment reminder calls.
Start a free seven-day trial of Quo to explore more features of our VoIP service and reimagine your business phone system.
FAQs
Sales text messaging is one-on-one communication between a salesperson and a prospect, typically in B2B settings. These messages help build relationships, qualify leads, and guide prospects through the sales process.
SMS marketing is bulk messaging sent by marketing teams to promote offers, events, or updates — usually for B2C businesses.
While sales texts are personal and conversation-driven, SMS marketing focuses on reaching many customers at once.
Here’s an example of a simple sales message to invite a prospect to jump on a call:
“Hi [name], it’s [your name], a [role] at [company name]! I saw you were interested in [product/service]. Would you like to set up a quick call to go over how it can help with [specific need]? Let me know what works for you! Reply STOP to opt out.”
Here’s how to send engaging, compliant sales text messages:
– Get SMS consent before reaching out.
– Introduce yourself so they know who’s texting.
– Personalize messages to make them relevant.
– Respect boundaries by limiting texts and timing them right.
– Use a clear question or next step to encourage a reply.
– Use Quo’s snippets feature to save templated messages for common scenarios to save time. (You can always personalize them for each person.)
– Speed up responses with AI. For example, Quo uses AI-suggested text responses to quickly come up with relevant replies so you can engage leads faster.
