Product trigger
Decision maker on a paid plan returns after an extended period of inactivity.
About this play
This play is about understanding what has changed at the account. Maybe a key person blocking implementation has departed. Maybe company priorities have shifted. Use this play to engage the newly active decision-maker, uncover how your product can support new objectives, and share their team’s successes with your product.
Actions to take
- Review the account’s product usage.
- Research the decision-maker on social and send a connection request.
- Add the decision-maker to a sequence that asks about their priorities.
- Share helpful content around features tailored to admins.
Recommended message
Ask if company priorities have shifted. Reiterate their team’s successes.
Outreach to end-user
Subject line: welcome back
Email copy:
[First Name] - great to see you back in [Your Product]. Your team’s been killing it with [Product Usage Milestone]. That’s [Quantifiable Benefit of Product Usage Milestone]!
What has brought you back to [Your Product]? Any new priorities we can help with?
Oh, and check out our [Admin Feature]. It’s heavily used by [Title].
[Rep’s Signature]
Subject line: welcome back
Email copy:
Jim - great to see you back in ClickUp. Your team’s been killing it with 512 tasks completed. That’s 50 hours saved in the last 3 months!
What has brought you back to ClickUp? Any new priorities we can help with?
Oh, and check out our Goals feature. It’s heavily used by Heads of Product.
Jacob
How Calixa helps yourun this play
Flag at-risk accounts and understand how to unblock them for success.
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