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
- Steps
- 4
- Tools
- Clay, HubSpot, Instantly
- Starts when
- Usage threshold reached
01
Monitor usage metrics
02
Generate ROI reports
03
Create upgrade proposals
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.
- 01
Monitor usage metrics
- 02
Generate ROI reports
- 03
Create upgrade proposals
- 04
Alert customer success team
Tools used.
Clay
Also in Usage-Based Expansion, Customer Expansion (Multi-Department) and Customer Health Score & Alerts. All 23 plays that use Clay
HubSpot
Also in Usage-Based Expansion, Customer Expansion (Multi-Department) and Customer Health Score & Alerts. All 11 plays that use HubSpot
Instantly
Also in Lead Qualification Pipeline, LinkedIn Visitor Tracking and 360Connect Lead Capture. All 10 plays that use Instantly
Plays that sit next to this one.
Existing customers
Usage-Based ExpansionTargets 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 & AlertsMonitors 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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