Trigger Upsell at the Moment Accounts Are Ready to Grow.

It is a monitoring layer on top of your existing accounts. We connect product usage data, CRM records, and external growth signals like hiring or funding, then score each account for expansion readiness. When an account crosses a threshold, the account owner gets a triggered play in Slack or the CRM with the context needed to start an upsell conversation at the right moment.

Most CS teams work off renewal dates. The account comes up for review, someone checks usage, and the expansion conversation happens whether or not the timing is right. That means usage spikes get missed and surprise churn shows up late. Our approach watches signals continuously, so the conversation happens when the account shows readiness, not when the calendar says so. It also flags renewal risk early instead of at the renewal call.

We scope it to your account base and data sources rather than a flat rate. Most clients start with a pilot on one segment to prove the signals convert, then move to a full build across the account base, or a partnership where we run and tune the system ongoing. Book a 30-minute GTM audit for a scoped quote.

A pilot typically lands in weeks, not months. The main variable is data access: if your product usage data and CRM are already clean and reachable, we move fast. If usage events need instrumenting first, that adds time up front. A full build across every account segment usually follows over the next month or two, and we tune scoring thresholds as real expansion conversations come back.

You do. The Clay workspace, n8n workflows, CRM configuration, and scoring logic all live in accounts you own, and your data never sits in ours. Everything is documented as we build: what each signal means, how scores are calculated, and how the triggered plays work. If we part ways, we hand over the documentation and walk your team through running it, so nothing breaks when we leave.