7 Email Outreach Tips to Help You Personalize Your Product Demo

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It’s no secret that much like personalized SaaS demos, personalized emails perform better than generic ones. Personalized emails show that you’ve taken the time to understand your prospect and their needs, which builds trust and strengthens the relationship. In this blog post, we’ll discuss how to personalize your outbound emails to a prospect, to better help you prepare to personalize your future product demos!

When you’re reaching out to a prospect, there are a few key things to keep in mind. Personalize your emails as much as possible, and make sure that you’re tailoring your message to the specific needs of your prospect. In addition, be sure to include some thoughtful questions that will help you understand your prospect’s needs better.

If you are looking for an even more detailed take on email personalization, check out this amazing webinar: The Secrets to Really Good Email Personalization by Litmus.

Here Are Seven Outreach Tips for Personalizing Your Emails to Help You Give Better Sales Demos:

Tip #01: Research your prospect.

Do some digging and find out as much as you can about the company and the person you’re reaching out to. The more information you have, the more personalized your email will be. Tools like Lusha are great for prospecting, and Crystal is amazing for figuring out the communication style that works best with your prospects.

Tip #02: Start with a friendly opening.

When you have written your headline, you have spent eighty cents out of your dollar.

David Ogilvy

Address your prospect by name, and take a moment to introduce yourself. Remember that building a relationship is key when it comes to sales demos, so start off on the right foot by being personable.

Tip #03: Tailor your message to the prospect’s needs.

Personalization—it is not about first/last name. It’s about relevant content.


When you’re personalizing your email, if you can show them that you understand their challenges and how your product can help solve them, they’ll be more likely to schedule a meeting or demo. Here are a few questions we usually ask to personalize a sales demo, that you could use to learn more about your prospect:

  • What are your biggest challenges when it comes to (x)?
  • How do you currently manage (y)?
  • What is your team’s average monthly spend on (z)?
  • What are your goals?
  • What are your pain points?
  • How do you currently solve this problem?
  • What are your biggest challenges when it comes to (problem)?
  • How much time/money would you save by using our product?

Tip #04: Use personalized content in your email.

Personalized content is one of the best ways to show a prospect that you’ve taken the time to understand their needs. If you can, include data or examples that are specific to the prospect’s company. Referencing recent news or blogs posts, or even promotions and how you can help them problem solve those areas can lead to a big win.

Tip #05: Ask questions that will help you understand your prospect better.

When you’re personalizing your email, be sure to ask thoughtful questions about the prospect’s specific needs. Don’t just ask a generic “what are your pain points,” instead ask “I see your company does (y), have you run into (x) being a big problem for you? We did too which is why (z).” Combining past experience of solving pain point, and tying that into stories around solving their problems will help seal the deal!

Tip #06: Offer a free trial or proof of value.

If you can offer a free trial or a proof of value, this will show the prospect that you’re invested in helping them succeed. A prospect seeing you are willing to take time out of your day pro-bono to help them solve a problem can be a significant way to earn trust in a sale. Taking the same data you used to personalize your sales demo and using it to seed your prospects proof of value can help them great a solid starting point to using your product as well.

Tip #07: Follow up!

As much as we’d love you all to have a 100% response rate to your personalize emails, the fact is it just won’t happen. Follow up is just as key as outreach. Make sure you are respectful, and don’t flood your prospects inbox. But 1 or 2 solid follow up emails emphasizing those same pain points, but tying in current news can be just what you need to break down their walls.

Personalizing your emails is a great way to show a prospect that you’re interested in their success. By following these seven tips, you’ll be on your way to scheduling more successful sales demos. You can be sure that your email will stand out amongst the dozens of others in your prospect’s inbox and help you to win more deals. Thanks for reading!

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