Set expansion triggers

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.

Set expansion triggers

Introduction

Conclusion

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Upsell messaging frameworks

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.

Playbook

Upsell opportunities

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.

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Upsell opportunities
Tools

Relevant tools

HubSpot
Tool

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Customer.io
Tool

Customer.io

Messaging platform with fine control over events and segments, good for product led journeys and complex triggers.

Amplitude
Tool

Amplitude

Product analytics for events, funnels and cohorts, useful when you need to see how users move and where they drop in product journeys.

Growth wiki

Growth concepts explained in simple language

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