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Applies to: Agencies setting up plans for their clients in the SaaS Configurator

Should I offer my clients an annual plan, and how much should I discount it?

Votel recommends offering both a monthly and an annual plan for the same offer. You set both on the subscription plan tab of the plan in the SaaS Configurator.

The main benefit of an annual plan is cash flow: you are paid up front for twelve months, and you do not carry the risk of the customer leaving after six months or moving to another agency.

The typical annual discount removes the cost of at least two months, so the customer pays for ten months and gets twelve. Make the annual deal attractive so people gravitate to it. Some customers simply prefer to pay in advance to save money.