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
Subject line: billing for [Your Product]
Email copy:
[Billing Contact First Name] - I see that you’re now in charge of billing for Acme’s ClickUp account. I’m Jacob, your POC.
Seems like [Company] teams [Context for Consolidation]. This usually creates [Problem of not Consolidating].
Our enterprise plan would help [Value to Billing Owner] and give every team [Value to Decision-Maker], which [Benefit of Premium Features].
Looping [Decision-Maker First Name] into the discussion.
[Rep’s Signature]
Subject line: billing for ClickUp
Email copy:
John - I see that you’re now in charge of billing for Acme’s ClickUp account. I’m Jacob, your POC.
Seems like Acme teams work on separate workspaces. This usually creates management and permission headaches for admin teams.
Our enterprise plan would help make the billing process more predictable and give every team access to key functionalities like Increased Automations, which saves your Product team 10 hours per week.
Looping Keith into the discussion.
Jacob
How Calixa helps yourun this play
Uncover how many workspaces have been created under a domain and how they’ve been using your product.
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