Learning Objective
By the end of this tutorial, you’ll know how to access Plans & billing, open the correct product’s plan settings, and upgrade or downgrade your plan (including adjusting billing frequency and seats).
Why This Matters
Changing your plan helps you match lemlist to your current outreach needs, scaling up when you add teammates or features, and scaling down when your volume decreases. It also ensures your billing stays aligned with how you use the product.
Prerequisites
You have Admin access to the workspace.
Core Lesson: Step-by-Step Workflow
Go to “Plans & billing”
From your lemlist workspace, click your profile/workspace area in the bottom-left, then select Plans & billing.
Select the product you want to change
In the Billing for page, find the product (for example, lemlist) and click Manage plan.
Pick your new plan and confirm the change
Select the plan you want, adjust the number of seats if needed, then confirm your action (for example, Downgrade, Upgrade or Contact sales for Enterprise).
Additional Options (While choosing a plan)
Change payment frequency: Choose Monthly, Quarterly, or Yearly at the top of the pricing page.
Adjust seats: Use the - and + controls on the plan card to set the number of seats before confirming the change.
Billing for Upgrades and Downgrades
Upgrading:
When you upgrade, you’ll be charged the difference between what you’ve already paid and the cost of the new plan (prorated for the remaining time in your billing cycle).Downgrading:
When you downgrade, we’ll prorate your next invoice. For example, if you downgrade in April, your May invoice will reflect the lower plan, and any unused amount from the current period will be credited.
Troubleshooting & Pitfalls
Issue: You can’t see “Plans & billing”
Root cause: You don’t have Admin permissions.
Fix: Ask a workspace Admin to update your role or to make the plan change for you.Issue: The plan change button is unavailable
Root cause: Your selection doesn’t require a change (already on that plan), or there are constraints tied to your subscription.
Fix: Refresh the page, confirm you selected a different plan/billing frequency, and try again.Issue: You need Enterprise
Root cause: Enterprise is handled via Sales.
Fix: Click Contact sales on the Enterprise card and follow the prompts.