Find expansion opportunities
Spot accounts that are outgrowing their plan.
Customer success · Software · On a schedule · Updated
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Amplitude
Mixpanel
PostHog
Stripe
PayPal
HubSpot
Salesforce
Attio
PipedriveHow do you find expansion opportunities?
To find expansion opportunities, set Maito to run a regular Loop. It checks seat use, billing and CRM records for accounts near their plan limit or with a new team using the product, and filters out accounts that look full but aren't active. You get a list with the evidence for each.
How it's done today
Upsells happen when customers ask.
What Maito does
- Check usage against plan limits
- Find teams that started using the product
- List accounts with a reason
Example
Loop run: 1st of the month · Expansion check
9 candidates: 7 near their seat limit and 2 with a new team using the product. • Hooli: 48 of 50 seats active, +6 in 30 days • Pied Piper: 94 of 100 seats • Vandelay Imports: a new Marketing team of 11 started on Oct 3, on a plan for Sales only • Stark Logistics: new Warehouse team, 8 people Full list of 9 in the thread. Remove one: Initech looks full at 49 of 50 seats, but only 38 were active in the last 30 days. They don't need more, and you could offer them a smaller plan before renewal. From Amplitude, Stripe and HubSpot.
@Maito talking points for Vandelay? I'd like to raise it Thursday.
Three points: the Marketing team is already using it, 11 people on a plan for Sales; the Marketing rollout would take about the same setup; and adding 11 seats comes to $4,950 a year at their current price. It's your call how to raise it.
Maito (9:00 AM):
9 candidates: 7 near their seat limit and 2 with a new team using the product.
• Hooli: 48 of 50 seats active, +6 in 30 days
• Pied Piper: 94 of 100 seats
• Vandelay Imports: a new Marketing team of 11 started on Oct 3, on a plan for Sales only
• Stark Logistics: new Warehouse team, 8 people
Full list of 9 in the thread.
Remove one: Initech looks full at 49 of 50 seats, but only 38 were active in the last 30 days. They don't need more, and you could offer them a smaller plan before renewal.
From Amplitude, Stripe and HubSpot.
Jo (9:20 AM):
talking points for Vandelay? I'd like to raise it Thursday.
Maito (9:22 AM):
Three points: the Marketing team is already using it, 11 people on a plan for Sales; the Marketing rollout would take about the same setup; and adding 11 seats comes to $4,950 a year at their current price. It's your call how to raise it.
How to set it up
- Ask your agent
“On the 1st of each month, compare seats and usage with each customer's plan using Amplitude, Stripe and HubSpot. Post the accounts that look ready to upgrade in #customer-success, with the reason.”
- Connect analytics
- Amplitude
- Mixpanel
- PostHog
- Connect billing
- Stripe
- PayPal
- Connect CRM
- HubSpot
- Salesforce
- Attio
- Pipedrive
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It sees usage and billing, not budget or intent. A good candidate still needs a conversation.
Questions
Seats active against seats paid, new teams, and growth over 30 days, from analytics, billing and your CRM.
Yes. An account at 49 of 50 seats with only 38 active is marked as a candidate for a smaller plan.
No. It gives your team the list and the evidence.
