Best for
- B2B SaaS teams with product usage data but weak expansion motions
- Customer marketing teams trying to drive upsell without generic newsletters
- CS teams that need clearer triggers for expansion conversations
Find expansion-ready accounts from product behavior, support context, and lifecycle data, then generate targeted upsell campaigns for customer teams.
A repeatable lifecycle system that scores customer accounts for expansion potential and produces account-specific upsell messages, tasks, and campaign assets.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
6 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Expansion campaigns fail when every customer gets the same upgrade pitch. Product behavior shows which accounts are adopting, stalling, or hitting limits, while support and CRM context explain why. This workflow uses AI to synthesize those signals into account-specific plays so customer teams can act on timing, not guesswork.
Expected results
Expansion accounts scored
50-250 accounts
This range is realistic for a lifecycle sprint because the workflow reviews an existing customer segment rather than the entire customer base.
Campaign assets produced
3-6 segment assets
The workflow creates email sequences, CSM talk tracks, AE notes, and suppression logic for a focused expansion motion.
Time saved
8-12 hours
AI reduces the manual work of joining usage signals, classifying accounts, and drafting segment-specific campaign assets.
Revenue relevance
Behavior-based targeting
Accounts are selected from product, health, and CRM signals rather than broad customer lists or arbitrary renewal timing.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
45 min
45 min
Pick one expansion motion before touching the data. Examples: seat expansion, premium feature upgrade, add-on module, services package, or enterprise plan migration. Write down what behavior should indicate readiness, what behavior should indicate friction, and what account type is worth routing to CS instead of email automation.
A clear expansion hypothesis with signal definitions, target accounts, and routing rules.
Do not mix three expansion motions in one workflow. Seat expansion and add-on adoption usually have different signals, objections, and buyers.
1-2 hours
1-2 hours
Build three product usage segments in Hightouch: high adoption, stalled adoption, and limit pressure. Use product events such as active users, workspace growth, feature usage, usage limits, integrations connected, projects created, or reports exported. Sync those segments into HubSpot so they can be joined to account owner, lifecycle stage, renewal date, and company size.
Product usage segments synced to CRM account records for campaign targeting.
Expansion readiness is often a combination signal. One power user is interesting, but many active users across one account is usually more meaningful.
Pro workflow preview
Previewing 2 of 8 steps
Get the remaining 6 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
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