Account upsell & expansion

Automate your upsell & expansion motions with playbook automation - get alerted exactly when your PQL or EQL reaches the threshold when they are ready to convert to their next subscription tier.

For:

Account executives, Customer Success

Growth OS level:

Sales

Target accounts ready for conversion

Prioritize product-qualified or expansion-qualified accounts that are ready to buy and are most likely to convert.

Accelerate revenue

Analyze product adoption from individual users to accounts to find the next upsell, cross-sell, or expansion opportunity.

Map top accounts

Identify your product champions, power users, and decision-makers to build your business case.

How it works

Install Intempt web tracker to start tracking events in your app and website
Connect Hubspot to sync your historic CRM data
Create segments to group and filter your user base
Create user & account lists you want to prioritize
Create predictive or rule-based scores to prioritize accounts with a high probability of expansion
Create playbooks to get alerted on upsell and expansion opportunities
Create reports to track your sales performance
Create growth boards with all user & account lists you want to monitor. Integrate all sales metrics you want to track

Features used

Playbooks
Inbox
Segments
Events
Lists
Reports
Growth boards
Scoring
Predictive scoring

Metrics that move

PQL to EQL Conversion Rate
Average revenue per account (ARPA)
Customer lifetime value
Monthly recurring revenue (MRR)
Net dollar retention (NDR)

Guides - get started

Template

Explore other user cases

Free-to-paid conversion

Convert your existing free users to a paid plan. Uncover the best opportunities from your self-serve flywheel to identify the best opportunities for conversion to paid.

LEARN MORE

Decrease users’ time-to-value and increase activation rates with the ability to build campaigns aligned with key milestones in your product — like setting up a high-value feature or adding a teammate to an account. Ensure that the user reaches the threshold of high feature stickiness.

LEARN MORE