Upsell to the premium plan up 35%

What was not working

The premium plan was sold by a sales call, and the call happened when someone remembered to make it. Agencies that had outgrown their plan stayed on it for months without noticing.

What we did

1. 01Defined the usage limits that mean an agency has outgrown its plan, and measured them in the product.
2. 02Showed the upgrade inside the moment it matters, next to the limit the agency has just hit.
3. 03Gave support a daily list of accounts at the limit, with the reason attached.
4. 04Made the upgrade itself take one screen instead of a call.

Published with written permission from the client, who asked not to be named. That is why the business is described by industry and location rather than by its name, and why every number here carries the system it came from.