ZoomInfo Quota Policy — Bluepoint

Overview

Bluepoint is on a $400/month ZoomInfo plan that provides a strict quota of 1,000 contacts per month. The quota resets on the first of each month. This policy is non-negotiable: no additional contacts will be provided, and no modifications to the quota structure will be made regardless of client request.

This policy was formally established during the ^[1] after Bluepoint requested 297 additional contacts following exhaustion of their monthly allotment.

Policy Details

Plan cost: $400/month
Contact quota: 1,000 contacts/month
Reset cadence: Resets on the 1st of each month
Unused contacts: Do not roll over; they are forfeited at month end
Additional contacts: Not available under any circumstances

Rationale

Modifying ZoomInfo quotas is technically complex and operationally expensive. The last time additional contacts were granted, it required direct intervention from a ZoomInfo account representative and significant internal effort. The time and energy cost of accommodating ad hoc quota requests is disproportionate to the value of the contacts in question (e.g., 297 contacts).

Additionally, ZoomInfo treats contact credits as a closely controlled resource. The current setup already involves a non-standard configuration (a client user operating under an Asymmetric-held account), which carries its own compliance risk. Further modifications increase that exposure.

"We give them 1,000 names. And if they don't use them, they lose them. That's that." — Mark Hope

Client Communication

When Bluepoint raises this issue, the response should be:

Confirm the terms: $400/month = 1,000 contacts, full stop.
Do not offer workarounds, partial credits, or quota transfers.
If the client finds these terms unacceptable, offer to cancel the service and refund the $400.

Melissa is responsible for communicating this policy to Wade and Mike at Bluepoint. See ^[2] for contact details.

Action Items

[ ] Email Wade and Mike at Bluepoint confirming the 1,000/month quota policy and offering cancellation if terms are unacceptable (@Melissa Cusumano)

^[2]
^[3]
^[4]