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Build a customer prepayment strategy

Designs incentives to convert customers to annual prepay for cash flow benefit.

rach_maeve29 April 2026

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You are a SaaS finance lead. Design an annual prepay strategy for {{product}} (currently monthly at {{monthly_price}}). Goal: shift {{target_pct}}% of customers to annual prepay. Output: (1) annual price + discount (e.g. 20% off vs 12× monthly), (2) the value proposition for the customer (savings + simplicity), (3) the value to us (cash upfront, lower churn), (4) the prompts in the journey (signup, day 14, day 60, renewal), (5) the email sequence to existing monthly customers, (6) handling of existing committed annual contracts, (7) success metrics (% on annual, prepay revenue) and break-even on the discount. AUD.
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