Product trigger
Multiple workspaces or accounts exist for a given domain
About this play
Teams within an enterprise account are using your product in siloes. Sometimes unaware of the fact that other departments are in the product. Consolidating all instances into one account makes it easier for admins to manage and gives teams on lower-paid tiers access to premium features.
Actions to take
- Review product usage across all accounts. Which features are being utilized the most?
- Find which paid features would
- Find who’s the most likely decision-maker to approve a consolidation.
- Add them to a sequence.
Recommended message
Propose domain consolidation for easier management and premium features across all users.
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: Easier management of ClickUp
Email copy:
Sarah,
16 of your teams have created workspaces in ClickUp! Collectively, they’ve saved 120 hours of work already.
Should we look into consolidating your account into one instance?
It’d be much easier for you and Paul to manage, and everyone at the company could access premium features like Team sharing.
That’s what we did with Doordash and it offloaded half a day of management work per week for executives.
Worth a chat?
Jacob
How Calixa helps yourun this play
Surface accounts under the same domain. Alert reps of a consolidation opportunity. Find which premium features would benefit from org-wide adoption.
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