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Recipe / Account Expansion

Product Usage Signal Expansion

Monitor usage metrics, generate an ROI report when a customer hits a threshold, draft an upgrade proposal, and alert the customer success team.

Motion
Existing customers
Channel
Email
Steps
4
Tools
Clay, HubSpot, Instantly
Starts when
Usage threshold reached
Where it stands
From our earlier catalog. Not yet checked against how we work today.
The steps, drawnRead in order. The lit step is where it ends.

  1. 01

    Monitor usage metrics

  2. 02

    Generate ROI reports

  3. 03

    Create upgrade proposals

  4. 04

    Alert customer success team

In order: Monitor usage metrics, then Generate ROI reports, then Create upgrade proposals, and finally Alert customer success team.

The steps.

  1. 01

    Monitor usage metrics

  2. 02

    Generate ROI reports

  3. 03

    Create upgrade proposals

  4. 04

    Alert customer success team

Tools used.

Next to this one on the shelf.

  • Existing customers

    Usage-Based Expansion

    Targets accounts nearing limits of their current subscription. Uses Clay + HubSpot to send personalized upgrade proposals, showing the value of increased usage tiers with usage stats and case studies.

  • Existing customers

    Customer Expansion (Multi-Department)

    Detects when one department is using your product successfully. Clay maps the org chart and launches outreach to leaders in other departments or regions to expand footprint.

  • Existing customers

    Customer Health Score & Alerts

    Monitors churn risk by combining data from Mixpanel, Clay, or ChurnZero. Sends alerts for accounts dropping below health thresholds and automatically triggers CSM follow-up with win-back content.

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