What it does
When existing paying customers cross usage thresholds - fast user growth, feature-depth expansion, multi-team usage - fires a multi-stakeholder expansion journey: the champion gets 'you're scaling' content, the economic buyer gets upgrade-options content, and a recommendation surface highlights expansion features.
You get
a multi-stakeholder expansion journey triggered by a real usage threshold
How it works
Score the expansion signals
create_ai_attributeA 0 to 100 score on the account from how fast new users are joining from their domain against the last 90 days, whether each user is reaching for more features, whether several teams or functions have come on, how close they are to their seat, API, event or storage limits, and any new integrations. It also says which of those signals are firing.
Find accounts outgrowing the plan
Create SegmentPaying accounts scoring 70 or more in the last 14 days with no expansion deal already running, split by the dominant signal: user growth, feature depth, or hitting a limit.
Write to the champion
Generate ContentTo the most active user at the account, matched to the signal. Growing team: how teams at this size stay organised. Deeper use: they are ahead of 85% of similar accounts, and here is what comes next. Near a limit: the options. Peer to peer, so the champion feels proud rather than sold to.
Write to the budget holder
Generate ContentTo the admin, manager or finance owner who does not use it day to day. Growing team: usage grew this much last quarter, here is the value delivered. Deeper use: top 15% by depth, let us talk options. Near a limit: upgrading against what the overage costs. Each carries an ROI snapshot, with replies going to the assigned AE.
Show the plan above theirs
create_recommendationAn in app panel on the admin dashboard, also used inside the emails, listing the higher tier features this account would benefit from given how they already work, with a plan comparison for whoever decides.
Work the account over two weeks
Create JourneyChampion email on day 0. The upgrade comparison appears for admins at their next session on day 3. The budget holder gets the ROI email on day 7. If no meeting is booked by day 14, the AE gets a task carrying the signals, the decision makers and a recommended package. The panel stays up for 60 days. It closes on a meeting, an upgrade, a new deal, or the score falling under 50 for 30 days.
Measure the expansion it makes
Build DashboardSignals per week by type, how many turn into meetings and into deals, the ARR added against a control, which signal converts best, and what this play contributes to net revenue retention.
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