Product trigger
Account is using > 80% of the purchased seat count
About this play
One of your active paid accounts is close to its purchased seat limit. If product usage is healthy, it’s a good opportunity to not only increase the seat limit but also upsell new features or consolidated plans.
Actions to take
- Review the account’s product usage. Identify underutilized use cases.
- Create a new opportunity in the CRM.
- Find champion users and add them to sequences asking about the value they’re getting from your product.
- Find a decision-maker and add him/her to a sequence that showcases value gained from the product and potential benefits of expansion.
Recommended message
Offer a discounted price on seats given a feature or plan expansion.
Outreach to end-user
Subject line: [Timeframe for Expansion Rollout]’s objectives
Email copy:
[FirstName], your team is almost out of seats in [Your Product Name]. Based on current product usage and conversations with [Champion], it’s clear that the team would benefit from [Premium Feature or Plan].
We set up [Premium Feature or Plan] in [Competitor or Similar Company]’s workspace and saw [Benefit of Premium Feature Rollout].
I have our finance team’s approval to reduce your price per seat given [Premium Feature or Plan].
[Interest-based CTA]?
[Rep’s Signature]
Subject line: Q2’s objectives
Email copy:
Sarah, your team is almost out of seats in ClickUp. Based on current product usage and conversations with Steven, it’s clear that the team would benefit from Automations.
We set up cross-functional automation in Spotify’s workspace and saw a 50% drop in time spent on manual tasks.
I have finance’s approval to reduce your price per seat given Automations.
Opposed to a conversation?
Jacob
How Calixa helps yourun this play
Calixa identifies key users so you know who to talk to and have the context you need to drive revenue-generating conversions.
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