Expansion triggers alert when customers are ready. Set notifications for usage above 80 percent of plan, adoption of pro features, team size growth and engagement spikes.

Upsell messaging frames growth as mutual benefit. Show how the next tier solves their current limitations, quantify ROI, use social proof from similar customers and make the upgrade obvious.
Identify expansion opportunities by analysing usage data. Set automated triggers for buying signals. Develop upsell frameworks that frame growth as mutual benefit. Run targeted expansion campaigns.
See playbook