Use Case

Your power users are ready to upgrade. They just need a reason at the right moment.

Expansion revenue is the most efficient growth lever. No acquisition cost. The user already trusts your product. They just need the right nudge when their usage says they're ready.

Triggers

Behavioral upgrade triggers.

Usage limit approaching

When a user hits 80% of their plan limits, they're feeling the constraint. That's the perfect moment for an upgrade email — they already want more.

Power feature discovery

A free user who tries to access a pro feature is telling you they want it. Trigger an email explaining what they'd unlock.

Team expansion signals

When a user invites teammates or shares content, they're expanding usage. That's a natural upsell moment for team plans.

Milestone celebrations

Hit 100 emails sent? Created their 5th sequence? Celebrate the milestone and show what the next tier unlocks.

Examples

Upgrade trigger examples.

Limit Approach

Trigger

User hits 80% of contacts

Email

‘You’re growing fast! Here’s what Pro unlocks’

Feature Gate

Trigger

User clicks Pro feature

Email

‘Unlock [feature] — upgrade in 30 seconds’

Team Growth

Trigger

3rd team invite sent

Email

‘Your team is growing. Team plan = everyone gets access’

Stop leaving upgrade revenue on the table.

Set up behavioral upgrade flows and let your product usage data drive expansion revenue.

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