Product trigger
Decision maker views the pricing page
About this play
An enterprise account has end-users using your product but no enterprise contract is in place. If a decision-maker consults your pricing pages. Take action while interest to buy is high.
Actions to take
- Review the account’s product usage.
- Research and connect with the decision maker on LinkedIn.
- Create a new opportunity in your CRM.
- Add the decision-maker to a sequence.
- Share a case study of a similar company and/or use case (as well as other helpful resources) relating to efficiency and ROI.
Recommended message
Ask for a call to discuss their priorities. Share case studies with similar companies.
Outreach to end-user
Subject line: Easier management of [Your Product Name]
Email copy:
[First Name],
[# of siloed instances] of your teams have created [“accounts” or “workspaces”] in [Your Product Name]! Collectively, they’ve [Benefit of Your Product].
Should we look into consolidating your account into one instance?
It’d be much easier for you and [Manager(s)] to manage, and everyone at the company could access premium features like [Premium Feature].
That’s what we did with [Similar Customer] and it [Benefit of Consolidation].
[Interest-based CTA]?
[Rep’s Signature]
Subject line: Internal Productivity
Email copy:
Jim, seems like folks at Acme have started to ramp up their ClickUp usage.
Teams like Marketing and Product have asked about custom roles. Should we discuss our Enterprise plan?
Would love to know what’s top of mind for you as we expand ClickUp adoption throughout the organization.
Here’s a summary of the impacts that our Enterprise rollout had at IBM.
Jacob
How Calixa helps yourun this play
Gain context on the accounts’ product usage and take the actions needed to start a conversation about organization-wide adoption.
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