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[Replay] How to use templates to get SaaS trials and demos

[Replay] How to use templates to get SaaS trials and demos

Released Wednesday, 12th October 2022
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[Replay] How to use templates to get SaaS trials and demos

[Replay] How to use templates to get SaaS trials and demos

[Replay] How to use templates to get SaaS trials and demos

[Replay] How to use templates to get SaaS trials and demos

Wednesday, 12th October 2022
Good episode? Give it some love!
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Accompanying blogpost: Precursor marketing — How to use templates to get SaaS trials and demos


When you’re trying to solve a problem, it can be difficult to know where to start, and it’s very easy to feel overwhelmed. This is the same whether you’re trying to solve it yourself, or trying to use a tool to solve it for you.

This is why templates can be so useful, as they give you somewhere to start and is why so many SaaS companies offer templates as part of their SaaS product. Zapier, for example, provides hundreds of free templates that users can use as soon as they’ve signed up.

What’s less common is offering standalone templates as a precursor to the buying process that can demonstrate some of the benefits of the software without requiring any commitment.

These templates might be provided as forms, documents, or spreadsheets, but they all mirror the functionality of your SaaS product and offer a viable, yet lo-fi solution.

In this episode, we’ll look at:

  • Why offering standalone templates is such a valuable play for SaaS companies
  • How to build a library of standalone templates that helps move buyers through the customer journey
  • The common pitfalls most SaaS companies face when creating these templates

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SaaS Marketing Bites is produced by B2B SaaS marketing agency Powered by Search. It's hosted by Head of Growth Marc Thomas. You can follow @iammarcthomas or Powered By Search CEO Dev Basu @devbasu on Twitter for more updates and marketing insights. 

If you enjoyed this episode, you can do the following things right away: 

  1. Claim your Free SaaS Scale Session. If you’d like to work with us to turn your website into your best demo and trial acquisition platform, claim your FREE SaaS Scale Session. One of our growth experts will understand your current demand generation situation, and then suggest practical digital marketing strategies to double your demo and trial traffic and conversion fast.
  2. If you’d like to learn the exact demand strategies we use for free, go to our blog or visit our resources section, where you can download guides, calculators, and templates we use for our most successful clients.
  3. If you’d like to work with other experts on our team or learn why we have off the charts team member satisfaction score, then see our Careers page.
  4. If you know another marketer who’d enjoy reading this page, share it with them via email, Linkedin, Twitter, or Facebook.
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