Product trigger
A qualified account is approaching the limit of the free plan
About this play
One of your top accounts is approaching the limit of the free plan. Proactively engage active users to convert them to your paid plan. If account usage is healthy, users are getting value from your product. Mention how hitting the paywall can have negative impacts on their business. If account usage is below expectations, offer a call with a product expert to help them become more successful.
Actions to take
- Review the account’s product usage to make your outreach contextual and personalized.
- Add the most active end users to a sequence to highlight value they’re getting.
- Identify a decision-maker and add him/her to a sequence about upgrading.
Recommended message
Offer plan extensions or upgrade to avoid any business interruptions or impacts from hitting the free plan’s limit.
Outreach to end-user
Subject line: Interruption to [Output of Product Usage]
Email copy:
Hey [First Name] - Looks like your getting close to your [Timeframe] [Feature] limit. Great to see the [Benefit of Product Usage] since you guys [Reference to Specific Feature Use]!
I suppose that you don’t want to see [Negative Impact of Hitting Usage Paywall]. Happy to extend your plan if needed.
Heard from your [Champion User] that [New Feature or Product Line] was on his mind. You can cut costs by consolidating your [Your Product Name] [“products” or “plans”].
Worth exploring?
[Sales rep’s signature]
Subject line: Interruption to customer SMS
Email copy:
Hey Sarah - Looks like your getting close to your monthly SMS limit. Great to see the boost in reply rates since you guys activated automatic content encoding!
I suppose that you don’t want to see any interruptions to your customer communications. Happy to extend your plan if needed.
Heard from your David that automating WhatsApp responses was on his mind. You can cut costs by consolidating your Twilio products.
Worth exploring?
Jacob
How Calixa helps yourun this play
Know which accounts are trending out-of-compliance and get the context you need to pitch your active users about converting to a paid plan.
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