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Paid ceiling threshold approached

Why it matters

When a free trialist or freemium user reaches a ceiling on what they can do in your product without paying, it means it’s time to reach out. The same goes if it’s a paying customer who’s hitting a wall on their current plan.

Whether they need more seats, more API calls, or just more features and functionalities, the buying intent is clear.

What to do

Whether you’re asking someone to swipe their credit card for the first time or move up a plan level, you want to make it as easy as possible for them to say yes.

A no-pressure message highlighting how your pricing works, which options may make the most sense for their needs, and examples of existing customers in the same industry can go a long way.

Questions to inform outreach
  • Is the person already a paying customer?
  • If the person is a customer, what plan are they on?
  • Is the person in a role with budget authority?
  • What actions is the person taking in your product?
  • Is anyone else from the person’s organization active in your product?
  • What materials can you share to assist with research and decision-making?

How to do it

Here are some outbound templates to help you get the creative juices flowing:

Outbound template for paid ceiling threshold approached by non-paying customer

Hi [first name] 👋

Checking how your experience with [product name] is going?

Looks like you’re approaching the ceiling on what’s possible with our [free trial/freemium plan].

Love to see you getting value from it!

JIC you’re interested in unlocking more [seats/API calls/features and functionalities] in one of our paid plans, I put together some resources you might find helpful [attach materials to bottom of message].

Happy to run through it with you if you have any questions.

[Your name]

Outbound template for paid ceiling threshold approached by paying customer

Hi [first name] 👋

Checking how your experience with [product name] is going?

Looks like you’re approaching the ceiling on what’s possible with our [current plan].

Love to see you getting value from it!

JIC you’re interested in unlocking more [seats/API calls/features and functionalities] in one of our other plans, I put together some resources you might find helpful [attach materials to bottom of message].

I recently helped [names of current customers in the same industry] make the switch to [benefit that product unlocks].

Happy to walk you through how they use [product name] to [ROI statistic].

Let me know if you have any questions.

[Your name]

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