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Conversation Templates
Easy-to-use templates to inspire your next Conversation Ad
Getting Started
Use these templates as a starting point when creating your
Conversation Ads. Our advice: don’t limit yourself to these
ideas. Be creative, and feel free to experiment.
P.S. in-product templates will be
available directly in Campaign Manager starting April 2020
Color &
Symbol Key
Throughout the guide, you’ll see symbols and color-coding that will help you
follow along. Here are the definitions for each:
At the start of each template and sample
conversation, you will see call-to-action (CTA)
buttons that are coded in one of three colors.
This will help you keep track of which
conversation you’re following as you progress
through the slides. Thread 1 will be Orange,
thread 2 will be yellow, and thread 3 will be
green.
This symbol will be placed next to CTAs that
link to a landing page
This symbol will be placed next to CTAs that
open a LinkedIn Lead Gen Form
Let’s start: what’s
your marketing
objective?
You can use
Conversation Ads to:
Increase event and webinar registrations
Share free trials and product demos
Drive more website visits
Boost asset downloads
Increase program enrollments
Increase event and webinar registrations
Template:
Hi there %FIRSTNAME%! My name is [INSERT
NAME], and I’m a [INSERT TITLE & COMPANY]. I
thought you'd be interested in attending the _____
event in [INSERT CITY] on [INSERT DATE] at
[INSERT TIME], so we saved you a seat. Are you
interested?
Opening Message
Tell Me More First
Save My Spot!
Template:
Awesome! We can’t wait to see you there.
Tell Me More First
Save My Spot!
The event is at
[VENUE NAME] from
[INSERT TIME
RANGE]. We’ll be
having [INSERT VALUE
PROP & EVENT
DETAILS].
Event Agenda
Last Year’s Video
Save My Spot!
Here is the agenda, including the main event, the headliner!
[INSERT AGENDA]
Hope you like this video from last year’s event. Maybe you can
make a cameo this year!
Awesome! We can’t wait to see you there.
Template:
Event Agenda
Here is the agenda, including the main event, the headliner! [INSERT AGENDA]
Here is the agenda,
including the main event,
the headliner! [INSERT
AGENDA]
Last Year’s Video
Event Agenda
Hope you like this video from last
year’s event. Maybe you can make
a cameo this year!
Thanks for signing up! We’ll be in touch soon.
Register Now
Maybe Next Time
No worries! Thanks for letting me know. Here’s a link to more
information about [INSERT TOPIC] if you’re interested.
Awesome! We can’t wait to see you there.
Save My Spot! Awesome! We can’t wait to see you there.
Save My Spot!
Sample Conversation:
Hi there %FIRSTNAME%! My name is Regan Billie,
and I’m a Client Solutions Manager at FixDex. I
thought you'd be interested in attending the 8th
Annual FixDex Fundraiser in San Francisco on July
22 at 8 PM, where all proceeds raised will go
directly to our giving program. This program which
funds STEM programs here in the Bay Area. Are you
interested in joining?
Opening Message
Tell Me More First
Save My Spot!
Sample Conversation:
Our giving program only exists thanks to the generosity of
donors just like you! Thank you for your purchase. We can’t
wait to see you there on July 22.
Tell Me More First
Save My Spot!
The event is at 222 2nd
Street from 8 PM -
11:30 PM. We’ll be
having a silent auction,
open bar, and a
dinner. You can
reserve a table or just a
single ticket.
Event Agenda
How Much is a Table?
I’ll Donate
Now that you have a feel for the agenda, would you like
to register?
Tables range from $500-$1000, depending on the level of
sponsorship you want.
Our giving program only exists thanks to the generosity
of donors just like you! Thank you for your donation.
Sample Conversation:
How much is a
table?
Tables range from $500-
$1000, depending on the
level of sponsorship you
want.
Our giving program only exists thanks to the generosity of
donors just like you! Thank you for your purchase. See you
there on July 22!
Our giving program only exists thanks to the generosity of
donors just like you! Thank you for your donation.
Event Agenda
Now that you have a
feel for the agenda,
would you like to
register?
Table
Our giving program only exists thanks to the generosity of
donors just like you! Thank you for your purchase. See you
there on July 22!
I’ll Donate
Our giving program only exists thanks to the generosity of
donors just like you! Thank you for your donation.
Single Ticket
Table
I’ll Donate
Single Ticket
Share free trials and product demos
Template:
Hi there %FIRSTNAME%! My name is [INSERT
NAME], and I am reaching out to you because
[INSERT VALUE PROP]. With [COMPANY NAME],
our family of products allows companies to be
[VALUE PROP]. Would you be interested in a free
demo of [COMPANY NAME/PRODUCT]?
Opening Message
Tell me more
Sign up for a demo
Template:
Great! A representative will be in touch soon.
Tell me more
Sign up for a demo
We help companies like [CUSTOMER 1],
[CUSTOMER 2], and [CUSTOMER 3] to
[INSERT CASE STUDY STAT OR VALUE
PROP]. [COMPANY NAME/PRODUCT] can
help you [INSERT VALUE PROP].
Sign up for a demo
Maybe later
Template:
Maybe later
No worries! Just out of
curiosity, do you
already have a
[INSERT CUSTOM]
solution in place?
Yes, I do
Not yet, I’m shopping
around
Gotcha. Well, we are always here for your consideration. Feel free
to check out our suite of products to see if we can improve on your
current situation.
Ok! If you ever need a [INSERT CUSTOM] solution, we’d love
to be considered.
Sample Conversation:
Hi there %FIRSTNAME%! My name is Candace, and
I lead Product here at FixDex. Our clients close 80%
more deals. Would you like to learn how?
Opening Message
Tell me more
See case studies
Sample Conversation:
Hope you found those helpful! Would you
like to sign up for a demo?
Tell me more
See case studies
Our top-rated CRM platform can help you
make every customer touchpoint
meaningful. Want to see what FixDex can do
for your business, with a demo? Thanks for checking out our
website! In the meantime,
here are some other ways to
learn more about our
solutions.
Sign up for demo Thanks! A representative will
be in touch soon.
Learn more
Sign up for demo Thanks! A representative will
be in touch soon.
Sample Conversation:
Learn more
Thanks for checking out our
website! In the meantime,
here are some other ways to
learn more about our
solutions.
Register for webinar
Thanks for signing up!
Sign up for newsletter
Drive more website visits
Template:
Hi there %FIRSTNAME%! My name is [INSERT
NAME] and I’m a [INSERT TITLE] at [INSERT
COMPANY]. We [ADD OVERVIEW]. Would you
like to take a look at [TYPE OF CONTENT]?
Opening Message
Awesome! Thanks for checking that out. Would you
like to [INSERT FOLLOW UP QUESTION HERE]
Have other
content?
Yes, we do! Outside of [CONTENT OPTION 1],
we also have [INSERT OPTION 2]. Would you
like me to show it to you?
That’s fine! [INSERT ALTERNATIVE OPTION].
Would you like us to help you get started?
[Alternative
response]
Yes please!
Template
Awesome! Thanks for
checking that out. Would
you like to [INSERT
FOLLOW UP QUESTION
HERE]
Yes please! Sure, I’d love that
I have specific
questions
I’m happy to have a
member of our team
reach out. How can
we best reach you?
Great,
talk soon!
My contact info
Have other content?
Yes, we do! Outside
of [CONTENT
OPTION 1] we have
[INSERT OPTION 2].
Would you like me to
show it to you?
That’s fine! [INSERT
ALTERNATIVE
OPTION]. Would you
like us to help you get
started?
[ALTERNATIVE
OPTION]
I need more info first
Sure, I’d love that
Thanks for filling that out.
We’ll reach out soon!
Sure, here’s the link to our blog,
where we post on all things
finances. Enjoy!
Sure, I’d love that
I have specific
questions
I’m happy to have a
member of our team
reach out. How can we
best reach you?
Great,
talk soon!
My contact info
Sample Conversation:
Hi there %FIRSTNAME%! My name is Candace
and I’m a personal banker at FixDex Capital
Credit Union. We’ve just created a brand-new
section of our website devoted to simplifying the
process of applying for a home loan. Would you
like to take a look?
Opening Message Awesome! Thanks for checking that out. Would you
like to speak with a member of our team to help you
get pre-approved for a home loan?
Learn more
Yes please!
We’ve got a blog post that walks you through the 7
things you need to consider before applying for a
mortgage. Would you like me to show it to you?
That’s fine! One of the things we suggest doing is
getting pre-qualified for a home loan. That way,
when you’re ready to buy, you can shorten the time
to purchasing your home, which can make or break
your offer being accepted given how hot the market
is here. Would you like us to help you get started?
Not looking to buy
Sample Conversation:
Awesome! Thanks for checking
that out. Would you like to
speak with a member of our
team to help you get pre-
approved for a home loan?
Yes please! Sure, I’d love that
I have specific
questions
I’m happy to have a
member of our team
reach out. How can
we best reach you?
Great, talk
soon!
Learn more
We have a blog post on the
7 things you need to
consider before applying for
a mortgage. Would you like
to check it out?
That’s fine! One thing we always suggest is getting pre-
qualified for a home loan. That way, when you’re ready to
buy, you can shorten the time to purchasing your home,
which can make or break your offer being accepted given
how hot the market is here. Would you like us to help you
get started?
Not looking to buy
I needs more info first
Sure, I’d love that
Thanks for filling that out.
We’ll reach out soon!
Sure, here’s the link to our blog,
where we post on all things
finances. Enjoy!
Sure, I’d love that
I have specific
questions
I’m happy to have a
member of our team
reach out. How can
we best reach you?
Great, talk
soon!
My contact info
My contact info
Boost asset downloads
Template:
Hi there %FIRSTNAME%! My name is
[INSERT NAME], and I’m a [INSERT TITLE &
COMPANY]. I thought you'd be interested in
downloading this [INSERT ASSET]. It was
designed to [INSERT VALUE PROP]. Are you
interested?
Opening Message
Great! I think you will really love it. It dives into the
following topics: [INSERT TOPICS OR LEARNINGS]
More details
Yes!
This [NAME OF ASSET] has tips on how to
[INSERT BLURB OR 2-3 BULLETS OF KEY
HIGHLIGHTS IN ASSET]
Template:
Great! I think you will
really love it. It dives
into the following
topics:
[INSERT TOPICS OR
LEARNINGS]
Show me more details
Yes, I’m interested
This [NAME OF
ASSET] has tips on
how to [INSERT
BLURB OR 2-3
BULLETS OF KEY
HIGHLIGHTS IN
ASSET]
Download Now
I hope you enjoy- feel free to email or call me directly with any
feedback or questions. [Insert email and/or phone number]
Maybe Next Time
We have a ton of other resources on the website.
We also have [OTHER
OPTION]
Download Now
What else do you have?
Learn more
I hope you enjoy- feel free to email or call me directly with any
feedback or questions. [Insert email and/or phone number]
Feel free to explore our website and see what other assets
catch your eye.
You can also explore [INSERT OTHER OPTION]
Thanks for checking us out! Let us know if you have any
other questions!
Template:
Maybe Next Time
Feel free to explore
our website and see
what other assets
catch your eye.
We have a ton
of other
resources on
the website.
What else do you have?
I hope you enjoy- feel free to email or call me directly with any
feedback or questions. [Insert email and/or phone number]
I hope you enjoy- feel free to email or call me directly with any
feedback or questions. [Insert email and/or phone number]
Asset 1
Asset 2
Explore Website
Join Email List
I hope you enjoy- feel free to email or call me directly with any
feedback or questions. [Insert email and/or phone number]
Thanks! We’ll be in touch soon.
Sample Conversation:
Hi there %FIRSTNAME%! My name is Regan
Billie and I’m a Client Solutions Manager. I
thought you'd be interested in downloading
the Q2 Gartner Report, where FixDex
landed in the Magic Quadrant - again! It
was designed to provide information to
professionals as they make buying decisions
for their businesses. Are you interested?
Opening Message
Great! I think you will really love it. It dives into the
following topics: Top Tech or Buying Cycles. Which
interests you most?
More details
Yes!
This report has tips on how to:
-Make educated decisions for your business
-Understand the value prop of different solutions
Sample Conversation:
Great! I think you will
really love it. It dives into
the following topics:
Top Tech or Buying
Cycles. Which interests
you most?
More details
Yes, I’m interested
This report has tips on how
to:
-Make educated decisions
for your business
-Understand the value
prop of different solutions
Download Now
Explore other
content
I hope you enjoy- feel free to email me directly
(rbillie@fixdex.com) with any feedback or questions.Top Tech
Buying Cycles
Other
I hope you enjoy- feel free to email me directly
(rbillie@fixdex.com) with any feedback or questions.
Feel free to explore our website and see what other assets
catch your eye.
Thanks for checking us out! Let us know if you have any
other questions!
I hope you enjoy- feel free to email me directly
(rbillie@fixdex.com) with any feedback or questions.
Increase program enrollments
Template:
Hi there %FIRSTNAME%! My name is [INSERT
NAME], and I’m a [INSERT TITLE & PROGRAM]. We
have just opened enrollment for the [INSERT
DATES] school year, thought you might be
interested in a few of our programs based on your
current role and the interests on your profile. Would
you like to learn more about any of these programs?
Opening Message
Awesome! This program teaches
students how to [INSERT VALUE PROP].
Would you like to sign up?
Degree/Program 2
Degree/Program 1
Awesome! This program teaches students
how to [INSERT VALUE PROP]. Would you
like to sign up?
Happy to share more about other
options. What are your areas of interest?
“Other” option
Template:
Awesome! This program
teaches students how to
[INSERT VALUE PROP].
Would you like to sign
up?
Degree/Program 2
Degree/Program 1
Great choice! This
program teaches
students how to
[INSERT VALUE PROP].
Would you like to sign
up?
Register
Thanks for signing up! We’ll be in touch soon. In the
meantime, here’s more info about ….[INSERT TOPIC]
Happy to share
more about other
options. What are
your areas of
interest?
“Other” option
Other programs Interest 1
“Other” option
[INSERT OTHER OPTION]
Thanks for signing up! We’ll be in touch soon. In the
meantime, here’s more info about …. [INSERT TOPIC]
[INSERT OTHER OPTION]
Awesome! We have some options for you. Do any of these
catch your eye?
Awesome! We have some options for you. Do any of these
catch your eye?
Register
“Other” option
Template:
Thanks for checking us out! Let us know if you have any
other questions.
Thanks for signing up! We’ll be in touch soon.Register
“Other” option [INSERT OTHER
OPTION]
Thanks for filling that out! We’ll be in touch soon.
Live Q&A
Sign up
Template:
Thanks for signing up! We’ll be in touch soon.Register
“Other” option Live Q&A
Sign up
(Website Link)
Thanks for checking us out! Let us know if you have any
other questions.
[INSERT OTHER
OPTION]
Thanks for filling that out! We’ll be in touch soon.
Template:
Thanks! We’ll be in touch.
Thanks for checking us out! Let us know if you
have any other questions.
“Other” option
No worries, there are plenty
of other options. How should
we share those with you?
Awesome! We
have some
options for you.
Do any of these
catch your eye?
Interest 1
Great, here’s a few
ways to learn more
Phone Q&A
Thanks for checking us out! Let us
know if you have any other
questions.
Thanks! We’ll be in touch.
Great, here’s a few
ways to learn more
Topic 2
Topic 1
Register
Visit our website
Phone Q&A
FAQ Page
Sample Conversation:
Hi there %FIRSTNAME%! My name is Jane and I’m
an admissions rep at FixDex University. We just
opened enrollment for the 2021 school year, and I
thought you might be interested in a few of our
programs based on your current role and the
interests on your profile. Would you like to learn
more about any of these programs?
Opening Message
Certification in
Marketing
MBA
Are there other
programs?
Awesome! Our MBA program is taught by
world renowned professors, who are
trailblazers in their respective fields. Would
you like to register for this fall?
Awesome! This program teaches students all
the skills they need to be a top-notch
marketer in today’s world and is taught by
professionals in each field. Would you like to
register for next quarter?
Yes, definitely! Happy to share more about
other options. What are your areas of
interest?
Sample Conversation:
Awesome! Our MBA program is
taught by world renowned
professors, who are trailblazers
in their respective fields. Would
you like to register for this fall?
Certification in
Marketing
MBA
Awesome! This program
teaches students all the skills
they need to be a top-notch
marketer in today’s world
and is taught by
professionals in each field.
Would you like to register for
next quarter?
Speak to admissions rep
We’ll be in touch soon.
Yes, definitely! Happy to
share more about other
options. What are your
areas of interest?
More info
Are there other
programs? See all programs
Hope you got the info you needed!
Ready to sign up?
We’ll be in touch soon.
Hope you got the info you needed!
Ready to sign up?
Hope one of them caught your eye!
Let me know if you need anything else.
Speak to admissions rep
More info
Sample Conversation:
Speak to admissions rep
We’ll be in touch soon.
More info
See all programs
Hope you got the info you needed!
Ready to sign up?
We’ll be in touch soon.
Hope you got the info you needed!
Ready to sign up?
Hope one of them caught your eye!
Let me know if you need anything else.
Speak to admissions rep
More info
Sign up!
Sign up!
We’ll be in touch soon.
We’ll be in touch soon.
Sign up! We’ll be in touch soon.
Thank you

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LinkedIn Conversation Ads Templates

  • 1. Conversation Templates Easy-to-use templates to inspire your next Conversation Ad
  • 2. Getting Started Use these templates as a starting point when creating your Conversation Ads. Our advice: don’t limit yourself to these ideas. Be creative, and feel free to experiment. P.S. in-product templates will be available directly in Campaign Manager starting April 2020
  • 3. Color & Symbol Key Throughout the guide, you’ll see symbols and color-coding that will help you follow along. Here are the definitions for each: At the start of each template and sample conversation, you will see call-to-action (CTA) buttons that are coded in one of three colors. This will help you keep track of which conversation you’re following as you progress through the slides. Thread 1 will be Orange, thread 2 will be yellow, and thread 3 will be green. This symbol will be placed next to CTAs that link to a landing page This symbol will be placed next to CTAs that open a LinkedIn Lead Gen Form
  • 4. Let’s start: what’s your marketing objective? You can use Conversation Ads to: Increase event and webinar registrations Share free trials and product demos Drive more website visits Boost asset downloads Increase program enrollments
  • 5. Increase event and webinar registrations
  • 6. Template: Hi there %FIRSTNAME%! My name is [INSERT NAME], and I’m a [INSERT TITLE & COMPANY]. I thought you'd be interested in attending the _____ event in [INSERT CITY] on [INSERT DATE] at [INSERT TIME], so we saved you a seat. Are you interested? Opening Message Tell Me More First Save My Spot!
  • 7. Template: Awesome! We can’t wait to see you there. Tell Me More First Save My Spot! The event is at [VENUE NAME] from [INSERT TIME RANGE]. We’ll be having [INSERT VALUE PROP & EVENT DETAILS]. Event Agenda Last Year’s Video Save My Spot! Here is the agenda, including the main event, the headliner! [INSERT AGENDA] Hope you like this video from last year’s event. Maybe you can make a cameo this year! Awesome! We can’t wait to see you there.
  • 8. Template: Event Agenda Here is the agenda, including the main event, the headliner! [INSERT AGENDA] Here is the agenda, including the main event, the headliner! [INSERT AGENDA] Last Year’s Video Event Agenda Hope you like this video from last year’s event. Maybe you can make a cameo this year! Thanks for signing up! We’ll be in touch soon. Register Now Maybe Next Time No worries! Thanks for letting me know. Here’s a link to more information about [INSERT TOPIC] if you’re interested. Awesome! We can’t wait to see you there. Save My Spot! Awesome! We can’t wait to see you there. Save My Spot!
  • 9. Sample Conversation: Hi there %FIRSTNAME%! My name is Regan Billie, and I’m a Client Solutions Manager at FixDex. I thought you'd be interested in attending the 8th Annual FixDex Fundraiser in San Francisco on July 22 at 8 PM, where all proceeds raised will go directly to our giving program. This program which funds STEM programs here in the Bay Area. Are you interested in joining? Opening Message Tell Me More First Save My Spot!
  • 10. Sample Conversation: Our giving program only exists thanks to the generosity of donors just like you! Thank you for your purchase. We can’t wait to see you there on July 22. Tell Me More First Save My Spot! The event is at 222 2nd Street from 8 PM - 11:30 PM. We’ll be having a silent auction, open bar, and a dinner. You can reserve a table or just a single ticket. Event Agenda How Much is a Table? I’ll Donate Now that you have a feel for the agenda, would you like to register? Tables range from $500-$1000, depending on the level of sponsorship you want. Our giving program only exists thanks to the generosity of donors just like you! Thank you for your donation.
  • 11. Sample Conversation: How much is a table? Tables range from $500- $1000, depending on the level of sponsorship you want. Our giving program only exists thanks to the generosity of donors just like you! Thank you for your purchase. See you there on July 22! Our giving program only exists thanks to the generosity of donors just like you! Thank you for your donation. Event Agenda Now that you have a feel for the agenda, would you like to register? Table Our giving program only exists thanks to the generosity of donors just like you! Thank you for your purchase. See you there on July 22! I’ll Donate Our giving program only exists thanks to the generosity of donors just like you! Thank you for your donation. Single Ticket Table I’ll Donate Single Ticket
  • 12. Share free trials and product demos
  • 13. Template: Hi there %FIRSTNAME%! My name is [INSERT NAME], and I am reaching out to you because [INSERT VALUE PROP]. With [COMPANY NAME], our family of products allows companies to be [VALUE PROP]. Would you be interested in a free demo of [COMPANY NAME/PRODUCT]? Opening Message Tell me more Sign up for a demo
  • 14. Template: Great! A representative will be in touch soon. Tell me more Sign up for a demo We help companies like [CUSTOMER 1], [CUSTOMER 2], and [CUSTOMER 3] to [INSERT CASE STUDY STAT OR VALUE PROP]. [COMPANY NAME/PRODUCT] can help you [INSERT VALUE PROP]. Sign up for a demo Maybe later
  • 15. Template: Maybe later No worries! Just out of curiosity, do you already have a [INSERT CUSTOM] solution in place? Yes, I do Not yet, I’m shopping around Gotcha. Well, we are always here for your consideration. Feel free to check out our suite of products to see if we can improve on your current situation. Ok! If you ever need a [INSERT CUSTOM] solution, we’d love to be considered.
  • 16. Sample Conversation: Hi there %FIRSTNAME%! My name is Candace, and I lead Product here at FixDex. Our clients close 80% more deals. Would you like to learn how? Opening Message Tell me more See case studies
  • 17. Sample Conversation: Hope you found those helpful! Would you like to sign up for a demo? Tell me more See case studies Our top-rated CRM platform can help you make every customer touchpoint meaningful. Want to see what FixDex can do for your business, with a demo? Thanks for checking out our website! In the meantime, here are some other ways to learn more about our solutions. Sign up for demo Thanks! A representative will be in touch soon. Learn more Sign up for demo Thanks! A representative will be in touch soon.
  • 18. Sample Conversation: Learn more Thanks for checking out our website! In the meantime, here are some other ways to learn more about our solutions. Register for webinar Thanks for signing up! Sign up for newsletter
  • 20. Template: Hi there %FIRSTNAME%! My name is [INSERT NAME] and I’m a [INSERT TITLE] at [INSERT COMPANY]. We [ADD OVERVIEW]. Would you like to take a look at [TYPE OF CONTENT]? Opening Message Awesome! Thanks for checking that out. Would you like to [INSERT FOLLOW UP QUESTION HERE] Have other content? Yes, we do! Outside of [CONTENT OPTION 1], we also have [INSERT OPTION 2]. Would you like me to show it to you? That’s fine! [INSERT ALTERNATIVE OPTION]. Would you like us to help you get started? [Alternative response] Yes please!
  • 21. Template Awesome! Thanks for checking that out. Would you like to [INSERT FOLLOW UP QUESTION HERE] Yes please! Sure, I’d love that I have specific questions I’m happy to have a member of our team reach out. How can we best reach you? Great, talk soon! My contact info Have other content? Yes, we do! Outside of [CONTENT OPTION 1] we have [INSERT OPTION 2]. Would you like me to show it to you? That’s fine! [INSERT ALTERNATIVE OPTION]. Would you like us to help you get started? [ALTERNATIVE OPTION] I need more info first Sure, I’d love that Thanks for filling that out. We’ll reach out soon! Sure, here’s the link to our blog, where we post on all things finances. Enjoy! Sure, I’d love that I have specific questions I’m happy to have a member of our team reach out. How can we best reach you? Great, talk soon! My contact info
  • 22. Sample Conversation: Hi there %FIRSTNAME%! My name is Candace and I’m a personal banker at FixDex Capital Credit Union. We’ve just created a brand-new section of our website devoted to simplifying the process of applying for a home loan. Would you like to take a look? Opening Message Awesome! Thanks for checking that out. Would you like to speak with a member of our team to help you get pre-approved for a home loan? Learn more Yes please! We’ve got a blog post that walks you through the 7 things you need to consider before applying for a mortgage. Would you like me to show it to you? That’s fine! One of the things we suggest doing is getting pre-qualified for a home loan. That way, when you’re ready to buy, you can shorten the time to purchasing your home, which can make or break your offer being accepted given how hot the market is here. Would you like us to help you get started? Not looking to buy
  • 23. Sample Conversation: Awesome! Thanks for checking that out. Would you like to speak with a member of our team to help you get pre- approved for a home loan? Yes please! Sure, I’d love that I have specific questions I’m happy to have a member of our team reach out. How can we best reach you? Great, talk soon! Learn more We have a blog post on the 7 things you need to consider before applying for a mortgage. Would you like to check it out? That’s fine! One thing we always suggest is getting pre- qualified for a home loan. That way, when you’re ready to buy, you can shorten the time to purchasing your home, which can make or break your offer being accepted given how hot the market is here. Would you like us to help you get started? Not looking to buy I needs more info first Sure, I’d love that Thanks for filling that out. We’ll reach out soon! Sure, here’s the link to our blog, where we post on all things finances. Enjoy! Sure, I’d love that I have specific questions I’m happy to have a member of our team reach out. How can we best reach you? Great, talk soon! My contact info My contact info
  • 25. Template: Hi there %FIRSTNAME%! My name is [INSERT NAME], and I’m a [INSERT TITLE & COMPANY]. I thought you'd be interested in downloading this [INSERT ASSET]. It was designed to [INSERT VALUE PROP]. Are you interested? Opening Message Great! I think you will really love it. It dives into the following topics: [INSERT TOPICS OR LEARNINGS] More details Yes! This [NAME OF ASSET] has tips on how to [INSERT BLURB OR 2-3 BULLETS OF KEY HIGHLIGHTS IN ASSET]
  • 26. Template: Great! I think you will really love it. It dives into the following topics: [INSERT TOPICS OR LEARNINGS] Show me more details Yes, I’m interested This [NAME OF ASSET] has tips on how to [INSERT BLURB OR 2-3 BULLETS OF KEY HIGHLIGHTS IN ASSET] Download Now I hope you enjoy- feel free to email or call me directly with any feedback or questions. [Insert email and/or phone number] Maybe Next Time We have a ton of other resources on the website. We also have [OTHER OPTION] Download Now What else do you have? Learn more I hope you enjoy- feel free to email or call me directly with any feedback or questions. [Insert email and/or phone number] Feel free to explore our website and see what other assets catch your eye. You can also explore [INSERT OTHER OPTION] Thanks for checking us out! Let us know if you have any other questions!
  • 27. Template: Maybe Next Time Feel free to explore our website and see what other assets catch your eye. We have a ton of other resources on the website. What else do you have? I hope you enjoy- feel free to email or call me directly with any feedback or questions. [Insert email and/or phone number] I hope you enjoy- feel free to email or call me directly with any feedback or questions. [Insert email and/or phone number] Asset 1 Asset 2 Explore Website Join Email List I hope you enjoy- feel free to email or call me directly with any feedback or questions. [Insert email and/or phone number] Thanks! We’ll be in touch soon.
  • 28. Sample Conversation: Hi there %FIRSTNAME%! My name is Regan Billie and I’m a Client Solutions Manager. I thought you'd be interested in downloading the Q2 Gartner Report, where FixDex landed in the Magic Quadrant - again! It was designed to provide information to professionals as they make buying decisions for their businesses. Are you interested? Opening Message Great! I think you will really love it. It dives into the following topics: Top Tech or Buying Cycles. Which interests you most? More details Yes! This report has tips on how to: -Make educated decisions for your business -Understand the value prop of different solutions
  • 29. Sample Conversation: Great! I think you will really love it. It dives into the following topics: Top Tech or Buying Cycles. Which interests you most? More details Yes, I’m interested This report has tips on how to: -Make educated decisions for your business -Understand the value prop of different solutions Download Now Explore other content I hope you enjoy- feel free to email me directly (rbillie@fixdex.com) with any feedback or questions.Top Tech Buying Cycles Other I hope you enjoy- feel free to email me directly (rbillie@fixdex.com) with any feedback or questions. Feel free to explore our website and see what other assets catch your eye. Thanks for checking us out! Let us know if you have any other questions! I hope you enjoy- feel free to email me directly (rbillie@fixdex.com) with any feedback or questions.
  • 31. Template: Hi there %FIRSTNAME%! My name is [INSERT NAME], and I’m a [INSERT TITLE & PROGRAM]. We have just opened enrollment for the [INSERT DATES] school year, thought you might be interested in a few of our programs based on your current role and the interests on your profile. Would you like to learn more about any of these programs? Opening Message Awesome! This program teaches students how to [INSERT VALUE PROP]. Would you like to sign up? Degree/Program 2 Degree/Program 1 Awesome! This program teaches students how to [INSERT VALUE PROP]. Would you like to sign up? Happy to share more about other options. What are your areas of interest? “Other” option
  • 32. Template: Awesome! This program teaches students how to [INSERT VALUE PROP]. Would you like to sign up? Degree/Program 2 Degree/Program 1 Great choice! This program teaches students how to [INSERT VALUE PROP]. Would you like to sign up? Register Thanks for signing up! We’ll be in touch soon. In the meantime, here’s more info about ….[INSERT TOPIC] Happy to share more about other options. What are your areas of interest? “Other” option Other programs Interest 1 “Other” option [INSERT OTHER OPTION] Thanks for signing up! We’ll be in touch soon. In the meantime, here’s more info about …. [INSERT TOPIC] [INSERT OTHER OPTION] Awesome! We have some options for you. Do any of these catch your eye? Awesome! We have some options for you. Do any of these catch your eye? Register “Other” option
  • 33. Template: Thanks for checking us out! Let us know if you have any other questions. Thanks for signing up! We’ll be in touch soon.Register “Other” option [INSERT OTHER OPTION] Thanks for filling that out! We’ll be in touch soon. Live Q&A Sign up
  • 34. Template: Thanks for signing up! We’ll be in touch soon.Register “Other” option Live Q&A Sign up (Website Link) Thanks for checking us out! Let us know if you have any other questions. [INSERT OTHER OPTION] Thanks for filling that out! We’ll be in touch soon.
  • 35. Template: Thanks! We’ll be in touch. Thanks for checking us out! Let us know if you have any other questions. “Other” option No worries, there are plenty of other options. How should we share those with you? Awesome! We have some options for you. Do any of these catch your eye? Interest 1 Great, here’s a few ways to learn more Phone Q&A Thanks for checking us out! Let us know if you have any other questions. Thanks! We’ll be in touch. Great, here’s a few ways to learn more Topic 2 Topic 1 Register Visit our website Phone Q&A FAQ Page
  • 36. Sample Conversation: Hi there %FIRSTNAME%! My name is Jane and I’m an admissions rep at FixDex University. We just opened enrollment for the 2021 school year, and I thought you might be interested in a few of our programs based on your current role and the interests on your profile. Would you like to learn more about any of these programs? Opening Message Certification in Marketing MBA Are there other programs? Awesome! Our MBA program is taught by world renowned professors, who are trailblazers in their respective fields. Would you like to register for this fall? Awesome! This program teaches students all the skills they need to be a top-notch marketer in today’s world and is taught by professionals in each field. Would you like to register for next quarter? Yes, definitely! Happy to share more about other options. What are your areas of interest?
  • 37. Sample Conversation: Awesome! Our MBA program is taught by world renowned professors, who are trailblazers in their respective fields. Would you like to register for this fall? Certification in Marketing MBA Awesome! This program teaches students all the skills they need to be a top-notch marketer in today’s world and is taught by professionals in each field. Would you like to register for next quarter? Speak to admissions rep We’ll be in touch soon. Yes, definitely! Happy to share more about other options. What are your areas of interest? More info Are there other programs? See all programs Hope you got the info you needed! Ready to sign up? We’ll be in touch soon. Hope you got the info you needed! Ready to sign up? Hope one of them caught your eye! Let me know if you need anything else. Speak to admissions rep More info
  • 38. Sample Conversation: Speak to admissions rep We’ll be in touch soon. More info See all programs Hope you got the info you needed! Ready to sign up? We’ll be in touch soon. Hope you got the info you needed! Ready to sign up? Hope one of them caught your eye! Let me know if you need anything else. Speak to admissions rep More info Sign up! Sign up! We’ll be in touch soon. We’ll be in touch soon. Sign up! We’ll be in touch soon.