Billing owner update




Activate this play

Product trigger

Ownership of an account’s billing is transferred to the central team.

About this play

Key admin sign-ups or ownership changes often indicate a willingness to buy. In this case, you identify a new billing contact that’s part of the general financial or admin team at the account. It’s time to propose consolidation and lean on your admin capabilities.

Actions to take

  • Review the account’s product usage.
  • Notice how the account is structured in your product (multiple workspaces, etc). 
  • List the benefits of consolidating the account from an administrative standpoint.  
  • Reach out to the new billing owner and the account’s decision-maker. 

Recommended message

Offer predictable billing and enhanced admin features on a consolidated enterprise plan.

Outreach to end-user

How Calixa helps yourun this play

Uncover how many workspaces have been created under a domain and how they’ve been using your product.