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Upgrade campaigns based on package


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.


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


  • Initiate an email sequence followed by a rep call.