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.

Account executives, Customer Success
Growth OS level:

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)


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Grow faster, more profitably with less hassle