SMS Templates for B2B Software Sales Teams

B2B Software Sales Teams use SMS as a reliable channel when email is slow or easy to miss, especially in SaaS sales and support workflows. It supports quick, two-way check-ins that feel practical and conversational rather than promotional. These ready-to-use templates cover common lifecycle moments like new leads, trial nudges, follow-ups, and renewals, giving teams a clear starting point for consistent outreach.

Inbound Lead Response

B2B software sales teams often get an inbound form or demo request that goes stale if follow-up waits for email. SMS works well for fast, simple confirmation and a quick qualifying detail, leading to higher response rates. Make sure the message is brief, relevant, and sent within minutes.

Template 1:

Hi [First Name], this is [Rep Name] from [Company Name] following up on the [Product Name] details we shared. Want to take the next step with a quick yes/no or a time that works today or [Date]?

Template 2:

Hey [First Name], circling back on our last thread with [Company Name] so next steps stay clear. Would you rather I send a brief recap or a [Scheduling Link] to pick a slot?

Outbound Prospecting

B2B software sales teams face outbound prospecting moments when a lead list needs quick validation and a fast next step. SMS is effective because it reaches prospects between meetings and makes replying easy. The goal is engagement and responses that confirm interest or schedule follow-through. Make sure messages are short, specific, and timed soon after research.

Template 1:

Hi [First Name], [Rep Name] from [Company Name] here - quick check after reviewing [Use Case] at [Company Name]. Is it worth a 10-min chat this week, or should I close the loop?

Template 2:

Hey [First Name], based on what I saw around [Feature], I think [Product Name] may be relevant for [Team Name]. Want me to send a 2-line summary or a [Scheduling Link] for [Date] at [Time]?

Demo Scheduling

When a prospect expresses interest in a demo, B2B software sales teams can use SMS to confirm availability and share scheduling options in real time. This approach supports faster responses and helps move interested contacts toward a scheduled meeting. Make sure communication is concise and timely.

Template 1:

Hi [First Name], [Rep Name] from [Company Name] here. Are you free for a quick [Product Name] demo on [Date] at [Time], or should I send a few other times?

Template 2:

Hey [First Name], glad you’re interested in the [Product Name] demo. Want my [Scheduling Link] to grab a time, or reply with 2 windows that work for you this week?

Post-Demo Follow-Up

After a demo, B2B software sales teams can use SMS to quickly thank prospects and check for immediate questions or feedback. This method encourages prompt responses and keeps interest active, supporting continued engagement. Make sure messages are direct, relevant, and sent soon after the demo.

Template 1:

Hi [First Name], thanks again for your time on the [Product Name] demo today. Any quick questions or feedback before I send the recap?

Template 2:

Hey [First Name], appreciate you walking through [Use Case] with me on the demo. Would you like the next step to be a short recap email or a [Scheduling Link] to pick a time?

Proposal Follow-Ups

When a proposal has been sent, SMS allows B2B software sales teams to prompt a timely response or clarify next steps without waiting for email replies. This approach supports faster decision-making and helps maintain momentum. Make sure follow-up messages are clear, polite, and sent soon after the proposal.

Template 1:

Hi [First Name], [Rep Name] from [Company Name] here. Did the proposal for [Product Name] come through OK, and would you like to confirm [Next Step] or share any questions?

Template 2:

Hey [First Name], checking in after sending the proposal yesterday. If you’re aligned, should I pencil in a quick review on [Date] at [Time], or would another time work better?

Deal Stalled Check-Ins

When a deal stalls, B2B software sales teams can use SMS to prompt a quick check-in, making it easier for prospects to reply without the formality of email. This approach supports renewed engagement and helps move conversations forward. Make sure messages are brief, relevant, and respectful of timing.

Template 1:

Hi [First Name], [Rep Name] at [Company Name] here. Are you still reviewing [Product Name], or should we reconnect after [Date]?

Template 2:

Hey [First Name], quick check-in on [Product Name] for [Use Case]. Would you prefer a 5-min call on [Date] at [Time] or should I pause outreach for now?

Renewal Outreach

B2B software sales teams can use SMS during renewal outreach to remind clients of upcoming contract expirations and confirm continued interest. SMS is effective for prompting timely responses, supporting higher renewal rates, and making sure communication is clear, direct, and sent ahead of deadlines.

Template 1:

Hi [First Name], [Rep Name] from [Company Name] here. Just a quick reminder that your [Plan Name] renewal invoice is due on [Date] - can you confirm payment status or share the right contact?

Template 2:

Hey [First Name], checking in on the [Product Name] renewal payment for [Company Name]. Want me to resend the invoice link to [Email], or would a quick call on [Date] at [Time] be better?

Create and convert pipeline at scale through industry leading SMS software. Book a Demo with TextUs!