Reach users right as they're hitting their plan limit

The best time to pitch an upgrade is the moment a user feels the ceiling of their current plan, not three weeks later. This segment catches users approaching their plan limit while the upgrade conversation is still timely.

Analyticssegment-architectSaaSStandard1 step1 output

Segment

Segment created on /segments.

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What it does

Segments users approaching their plan limit, isolating the cohort that's ready for an upgrade conversation while the constraint is still front of mind.

You get

an expansion-candidates segment

How it works

Build the near-limit list

Create Segment

Users on any plan other than enterprise whose usage is at 80 percent or more of their limit.

Produces:Segment

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Account Engagement Score Trend

Scores each account on how many of its users are active and how much they do, weekly, so you can see which accounts are pulling away and which are going quiet.

Account Expansion Funnel

Tracks how many customers go from viewing pricing to clicking upgrade, starting checkout and landing on a higher plan, and how long each step takes.

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