Product trigger
Users view permissions, SSO, & other security content
About this play
An enterprise account has end-users using your product but no enterprise contract is in place. One (or more) user consults your security documentation. This shows potential for an enterprise conversion. Reach out to the user in question to set up a call with security experts on your team. Prepare a case study to pitch Enterprise plan benefits.
Actions to take
- Research the account.
- Create a lead in the CRM.
- Identify the user who visited security documents.
- Review the account’s product usage.
- Send an email introducing a security expert. Share similar case studies and suggestions regarding future usage of your product.
Recommended message
Introduce a security expert (sales engineer, security team) and ask for a call to discuss priorities.
Outreach to end-user
Subject line: ClickUp’s Enterprise Security
Email copy:
Jim, let me introduce you to [Security Contact], our security expert at [Your Company Name]. She oversaw security and compliance for our implementations at [List of Similar Customers].
Looking at how your team has been [Reference to Product Usage] in [Your Product Name], it seems like unlocking capabilities like [Enteprise Features] would lead to [Benefit of Enteprise Features].
Here’s [Similar Customer]’s case study. Their situation was similar to yours when they transitioned to our Enterprise plan.
[Interest-based CTA]?
[Rep’s Signature]
Subject line: ClickUp’s Enterprise Security
Email copy:
Jim, let me introduce you to Kathleen, our security expert at ClickUp. She oversaw security and compliance for our implementations at Spotify, IBM and Netflix.
Looking at how your team has been getting things done in ClickUp, it seems like unlocking capabilities like Team Sharing and Custom Permissions would lead to further productivity gains.
Here’s Netflix’s case study. Their situation was similar to yours when they transitioned to our Enterprise plan.
Should we get on a call next week?
Jacob
How Calixa helps yourun this play
Gain context on the accounts’ product usage and automate actions into other GTM tools.
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