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Upgrade campaigns based on package

Scenario

The natural customer life cycle — or your sales calendar — creates 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 they’ve signed up for advanced level, highlight features that fit their case for upgrading to the best package. Show them additional features they’re missing out on that could spark more interest.

Triggers

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

Actions

  • Initiate an email sequence followed by a rep call.