Upgrade campaigns based on package

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The customer life cycle and your sales calendar create great opportunities to upsell. Tailor your campaigns to incentivize customers to upgrade to a new package. People who have good engagement generally want more functionality, but the threshold might be too high. Unlock those upsells by offering a package that meets your client’s needs.

For example, if a customer signs up for the advanced package, highlight features that fit their use case for upgrading to the best package. Showing them additional features they’d be missing could spark more interest.


  • Customer has a lower package at quarter end or year end
  • A customer life cycle
  • Positive intent signals toward a given product feature 


  • Initiate an email sequence followed by a rep call