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Recipe / Account Expansion

Usage-Based Expansion

Monitor usage patterns for accounts nearing their limits, create upgrade proposals, include their usage statistics, and send personalized outreach.

Motion
Existing customers
Steps
4
Tools
Clay, HubSpot
Starts when
Approaching usage limits
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 patterns

  2. 02

    Create upgrade proposals

  3. 03

    Include usage statistics

  4. 04

    Send personalized outreach

    Clay, HubSpot

In order: Monitor usage patterns, then Create upgrade proposals, then Include usage statistics, and finally Send personalized outreach.

The steps.

  1. 01

    Monitor usage patterns

  2. 02

    Create upgrade proposals

  3. 03

    Include usage statistics

  4. 04

    Send personalized outreach

    Tool Clay, HubSpot

Tools used.

Next to this one on the shelf.

  • Existing customers

    Product Usage Signal Expansion

    For SaaS clients: When a customer hits usage thresholds, Clay triggers an upsell campaign. This includes ROI dashboards, upgrade pitches, and CSM alerts for expansion opportunities.

  • 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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