Sales Messaging It’s Do’s & Don’ts , Components , Detailed Guide & 18 Examples


Sales communication is an essential element in a sales representative’s day-to-day activities. By effectively engaging prospects through messaging, there is great potential for achieving successful outcomes. A well-crafted sales message will attract and build a connection with the customer, ultimately culminating in a sale. Conversely, a poorly constructed message may be overlooked, or potentially create a negative response.




This article provides an overview of important considerations for marketing and sales leaders in regard to sales messaging, as well as providing practical advice to help them get started. Additionally, we have compiled a comprehensive list of sales text message examples and a set of best practices for sales teams who want to achieve success.

Components of Sales Messaging Framework

In order to effectively create a sales messaging framework, there are key components to consider. These components include personalization, value, and a call to action. Let us explore each of these features in order to maximize the success of your sales messaging strategy.



Tailoring your outreach to the prospect goes beyond referencing their name. To create a more meaningful connection, it is beneficial to take the time to investigate their social networks and look for shared experiences or any recent developments relating to the prospect’s business. Incorporating this information into the sales prospecting message can help to create an impactful connection.



When formulating a sales messaging campaign, it is essential to ensure the sales message provides value to the conversation. It may appear cliché, but it is key to acknowledge that each customer has a unique business issue and that by refining our messaging to address this issue specifically, our chances of getting attention are greater.


In order to bring value, you can provide content that meets the needs of the customer. This content can include webinars, reports, or blog articles that are tailored to the customer’s requirements and focus on solving their problems. Instead of simply asking for a meeting, providing a customer-centric value proposition will yield better results.



You can add a call-to-action to your sales messaging for customers to stay engaged by posing a question or extending an invitation to an event.


What is a Sales Message vs. a Product Message?

An important distinction to note is between a sales message and a product message. While a sales message typically focuses on the persuasive, value, and customer-driven components, product messaging is more centered around the features and functions of a given product.


Product communication should be handled by the marketing division. The goal is to convert the features and capabilities of the product into tangible advantages and solutions to practical issues.



Sellers are typically instructed in the features of a product to engage a potential client, yet they may not always be trained on how the item resolves real-life problems.


Marketing should be able to succinctly explain the issue addressed by the company, and sales leaders should ensure their representatives are aware of this so that the same message is conveyed.


It is increasingly important to stay in contact with potential customers through regular, engaging follow-up texts to ensure that your company remains top of mind, given the abundance of options available to modern customers. Doing so will help to ensure that quality leads do not slip away. Effectively utilizing business text messaging as a follow-up requires an understanding of the appropriate notifications, questions, and information to send at the right times.


Sales text message examples for each funnel stage

It is important to use relevant, targeted messaging to drive leads through the three key stages of the sales funnel: Discovery, Interest, and Decision. Examples of effective sales texts for each stage include:


Introductory messages outline your company’s mission and showcase your products and services.


More detailed messages that highlight customer success stories, provide helpful resources, and educate potential customers about your brand.


Calls-to-action that emphasize the value of your products and services and inspire leads to take the next step.


You can utilize these SMS templates to streamline your workflow and incorporate our sales texting advice to optimize your reaction rates.


Sales text message examples for the discovery stage

At the start of the sales journey, it’s important to make an immediate connection with potential customers. As soon as contact information is obtained, send a message to introduce yourself and your brand in order to make a positive first impression. You can further improve the customer experience by providing further information and increasing customer interaction with your brand through text messaging.



We have given here a few text message templates that your sales team can use in the discovery stage of the sales process:

1. Follow-up for a consultation request

Good morning [Client Name],
This is [Your Name] from [Company Name]. I hope you are doing well. I am pleased to offer the consultation you requested. Please feel free to select a convenient time for us to discuss your needs from the link provided: [URL]. I look forward to our conversation.
[Your Name]

2. Follow-up for quote request

Dear [Client Name],
Thank you for expressing interest in [Company Name]. We are happy to provide you with a quote. Would you be available for a brief phone call to ensure that we provide you with an accurate estimate?
We look forward to hearing from you.
[Company Name]

3. Phone call confirmation

Hello [Client Name], this is [Your Name] from [Company Name]. I’m confirming our scheduled call for today at [Time], is that still convenient for you?


4. Price estimate

Hello [Client Name], thank you for considering [Company Name]! We are pleased to offer our subscription service at a rate of $[Price] per month. Please send us your email address and we will be happy to provide you with a free trial. Thank you!


5. Follow-up for no response

Dear [Client Name],
We hope you are doing well. We wanted to follow up regarding your interest in [Company Name]. Are you still interested in scheduling a consultation? If so, please feel free to book an appointment here: [URL].
We look forward to hearing from you.
Thank you,
[Your Name]

6. Webinar reminder text

Dear [Client Name],
We are excited that you have registered for our webinar! Please join us within the next 30 minutes to get the most out of your experience. The details on how to join can be found in the calendar invite at the following URL: [URL]. We look forward to having you with us!
Best Regards,
[Your Name]


7. Lead qualification text

Hello [Client Name], thank you for expressing interest in our credit card services. Are you in need of a credit card for your business or personal needs?

8. Follow-up after a voicemail

Good day [Client Name]! This is [Your Name] from [Company Name]. I wanted to follow up on the voicemail I left regarding our services. Would you be available to discuss pricing options this week?


Sales text message examples for the interest stage

At the start of a customer relationship, it can be beneficial to commit to a series of follow-up messages in order to further engage with the customer and build a stronger connection. This is an integral step for generating sales, as it allows for a greater understanding of the customer’s needs and preferences. For an optimal sales result, the average sales representative requires an average of eight touchpoints prior to setting up a meeting. In many cases, additional follow-ups are necessary to bring the sale to completion.

These sales text message examples can help your open deals go strong.

9. Video call request

Good afternoon, [Client Name], I hope you are having a great [Day of the Week]. I would like to offer you a personalized product demonstration via a video call. If it’s convenient for you, please feel free to select a time here: [URL]. Thank you for your time.


10. Free trial check-in

Greetings [Client Name]! Do we hope you’re enjoying your complimentary trial of [Product Name]? We’d love to hear your feedback.


11. Client question follow-up

Good day, [Client Name]. I have consulted with my manager and we can definitely accommodate your team. Would you have time to discuss the details of our proposal?


12. Proposal follow-up

Dear [Client Name],
I hope you have had a chance to review the proposal I sent to your email. If you have any questions, please don’t hesitate to reach out.
Thank you for your time.


13. Lead re-engagement

Dear [Client Name],
We are pleased to inform you that we have recently launched a new product line featuring [Features] that can offer you the speed you are looking for in a [Product]. Please visit [URL] to explore the possibilities. We look forward to hearing your feedback.


Sales text message examples for the decision stage

At this crucial stage of purchasing or checkout process, sending a promotional offer or reminder to leads can be an effective way to encourage them to complete their purchase. Once a purchase is complete or the deal is closed, it is essential to maintain your text message marketing initiatives to ensure that your new clients remain loyal and continue to contribute value to your business.
Utilizing these sales text message examples can help you get the results you and your customers want.

14. Appointment reminder

Dear [Client Name],
This is a reminder that you are scheduled for a [Type of] appointment on [Date] at [Time]. I’m looking forward to assisting you with your needs.
Thank you,
[Your Name]

15. Payment reminder text

Dear [Client Name],
I hope this message finds you well. I am respectfully reminding you that the pricing guarantee for the services you requested is set to expire on [Date]. To secure the current rate, please remit payment via the provided link: [URL].
Thank you for your prompt attention to this matter.
[Your Name]


16. Post-purchase thanks

Dear [Client Name],
We are delighted to have you join the [Company Name] family! We thank you for your purchase and are here to help with any questions you may have. Please do not hesitate to reach out and contact us.

17. Cross-selling text

Dear [Client Name], thank you for your purchase of our [Product]. We suggest continuing [Action] with our [Other Product] to obtain further [Benefit]: [URL].


18. Account manager introduction

Greetings [Client Name],
Thank you for choosing [Company Name]! Your account manager, [Name], will be in touch with you today to initiate the onboarding process. We look forward to working with you.


Tips for sending effective sales texts

When sending sales texts, it is important to maintain a positive customer experience throughout the sales process. This will help ensure high open rates and reduce the chances of customers opting out of future messages. Consider the following tips to ensure effective sales texts:

Get consent before texting.

Prior to sending any text messages, obtain permission from leads or customers. Ensure they have opted in to receive communication from your team. Consent can be obtained digitally through a form on your website or in a physical format.


Identify yourself.

Provide your name and an introduction to ensure your identity is established. It is important to introduce yourself at the start of a message or provide a signature at the end of a text to ensure contact information is stored correctly.

Personalize your texts.

Ensure your texts are tailored to your clients. Messages which include the recipient’s name and are tailored to their individual needs are more likely to boost response rates and click-through rates.

Limit your texts.

It is important to exercise restraint when texting clients. Text messages can be more intrusive than other communication channels such as email or social media. To respect boundaries, refrain from sending daily texts to clients.

Keep time zones in mind.

Remember to take different time zones into account. When researching on LinkedIn or using data from your CRM, it is important to be mindful of the appropriate hours to contact customers in their respective time zones. This will help ensure an optimal customer experience.


These SMS templates are a great way to guide leads through the sales funnel and help you close more deals. By applying good sales text etiquette principles such as personalization and appropriate timing, you can increase prospects’ interest.


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