The category skip
Why your trial sells the product before the buyer believes in the approach, and how to read your own first three emails for it this afternoon.
A founder once described her trial to me as "a good product that nobody finishes." Sign-ups were steady. The onboarding emails were tidy, friendly and correct. And yet most people who started the trial simply stopped turning up somewhere around the fourth day.
Nothing in those emails was wrong. They explained the reporting dashboard clearly, showed where to connect a data source, and offered a short video. The trouble was that they were answering a question the reader hadn't yet asked.
Two beliefs, in order
Before anyone pays for your product, they have to believe two things, and in a particular order. First, that the approach is right: that automated reporting really is better than the spreadsheet they have patched together for three years. Only then, that your product is the best way to take that approach.
The category skip is what happens when your messaging leaps straight to the second belief. It assumes the first has already been settled. For a buyer who is still quietly loyal to the spreadsheet, every feature tour reads as an answer to someone else's question.
A buyer who doubts the approach cannot be persuaded by the features.
Why trials make it worse
A free trial feels like a sign of conviction: they signed up, after all. But a sign-up is often curiosity, not belief. Many trial users are testing the idea as much as the product. When the first email says, in effect, "here's how to use us," it skips the conversation they actually came to have.
They don't object. They don't reply. They simply never form the habit, and the trial lapses as quietly as it began.
What the mend looks like
The fix is rarely more emails. It is usually one email, placed first, that argues for the approach itself: what the old way is costing, why it can't keep up, and what changes once it's gone. Your product can appear, but as evidence, not as the subject.
Once that belief is in place, the feature emails you already have start to work. They finally have a reader who wants them.
L. de V.
P.S.
Three questions for your first three emails
- Does the first email assume the reader already believes in the approach?
- Is the old way (the spreadsheet, the agency, the manual process) ever named?
- If a sceptic read only the subject lines, would they understand why to change at all?
P.P.S.
If you'd rather I read yours.
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