What it does
When a user approaches their plan's usage limit - API calls, contacts, seats, storage - triggers an in-app upgrade prompt and creates an AE task for high-MRR accounts.
You get
an upgrade prompt and AE task fired at the moment of real usage intent
How it works
Find the bottleneck limit
create_ai_attributeFor every metered dimension on the plan, API calls, contacts, events, seats, storage or sends, current use as a share of the limit. It reports the highest of them and names which one, flagging 80% as approaching, 95% as near the limit, and 100% or more as over, where overage charges or throttling start.
Find accounts near a limit
Create SegmentPaying accounts at 80% or more that are not already on the top plan and have not discussed an upgrade in the last 30 days. Between 80 and 94% gets the in app prompt, 95 to 100% adds an AE task, and over the limit means an urgent AE task and a notice to the customer.
Write the in app prompt
create_page_contentNamed to the dimension running out, for example 84% of this month's events used on the current plan, with the current figure, a plan comparison and a one click upgrade. Helpful rather than pushy, and hidden from users who cannot approve a plan change.
Prompt, then call in an AE
Create WorkflowWhen usage crosses 80%, and again at each later threshold, the prompt appears for whoever can approve the plan, accounts over $500 a month get an AE expansion task straight away without waiting for a click, going over the limit adds an email to the billing contact about the overage, and an upgrade signal is recorded for analytics. It will not fire again for the same account within 14 days.
Compare prompt against AE
Build DashboardAccounts crossing 80% per week, how many upgrade from the prompt, how many upgrade after AE outreach among the higher value ones, the ARR added this quarter, and the median time from crossing the threshold to upgrading.
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