--- title: "Find customers ready to upgrade" product: Artificial Outreach url: https://www.artificialoutreach.com/use-cases/expansion-revenue format: Markdown copy of this page for AI agents --- # How to find customers who are ready to upgrade For a small SaaS, the easiest new revenue is often already paying you. A customer who keeps hitting a limit, adds teammates or keeps looking at your pricing page is telling you they want more. Most founders find out only when the customer writes in, or never, because the customer quietly works around the limit. **Signals that someone is ready for more:** - **They hit a usage limit:** seats, credits, projects, whatever your plans meter. - **They opened your upgrade or pricing page** while signed in. - **They invited teammates,** so the account is growing past one person. - **They're steady payers with steady use.** Upgrade offers land better with healthy accounts than with struggling ones. **When you see it, offer the plan that fits.** Make it specific: the plan that removes the limit they hit, or annual pricing if they've paid monthly for a while. Keep it to one short note from a person. It isn't a campaign. **How AO does it:** connect PostHog (read-only) and tell AO which of your events mean "they want more", such as hitting a limit or opening your upgrade page. When a paying customer does that, Revenue › Customers marks them **Expand**. A pipeline trigger can move their deal to the stage you choose, forward only. Stripe shows what they pay today. Ask AO to draft the upgrade note, then approve it, and it sends from your own Gmail or Outlook. Expansion is counted too: when a customer adds a subscription, their deal's value sums both. Screen: Revenue › Customers: accounts marked Expand, one open with AO’s suggested offer. (From the live app. Sample data.) ## Questions ### What counts as "ready to upgrade"? The PostHog events you choose to mean "they want more", usually hitting a limit or viewing your upgrade page, from a customer who already pays. ### Does AO change their plan? No. Stripe is read-only. AO tells you who's ready and drafts the note. The upgrade happens in your own billing. ### Can I offer annual pricing instead? Yes. Add it as an offer, and Ask AO drafts from your offers. It flags any offer that isn't in your list. ## Try it on your own data Connect your inbox and one source, and AO fills in from what's already happening in your business. Start free: https://orbit.artificialoutreach.com. 14-day free trial. No card. Not sure who your best buyers are? Get your free ICP first: https://www.artificialoutreach.com/free-icp-generator ## For agents: next steps - Start free: https://orbit.artificialoutreach.com (no card · 14 days of Starter) - Pricing in Markdown: https://www.artificialoutreach.com/pricing.md - Contact: hello@artificialoutreach.com - Human-readable version of this page: https://www.artificialoutreach.com/use-cases/expansion-revenue ## Other pages in Markdown - [Home](https://www.artificialoutreach.com/index.md) - [Use cases](https://www.artificialoutreach.com/use-cases.md) - [Follow up with inbound leads](https://www.artificialoutreach.com/use-cases/inbound-lead-follow-up.md) - [Follow up with free trial users](https://www.artificialoutreach.com/use-cases/follow-up-free-trial-users.md) - [Track your funnel from visitor to paid](https://www.artificialoutreach.com/use-cases/saas-funnel-tracking.md) - [See which sign-ups pay](https://www.artificialoutreach.com/use-cases/stripe-posthog-revenue.md) - [Qualify inbound B2B leads](https://www.artificialoutreach.com/use-cases/inbound-lead-qualification.md) - [Catch churn risk early](https://www.artificialoutreach.com/use-cases/churn-risk.md) - [Pricing](https://www.artificialoutreach.com/pricing.md) - [What it is](https://www.artificialoutreach.com/what-it-is.md) - [Release notes](https://www.artificialoutreach.com/releases.md) - [Resources](https://www.artificialoutreach.com/resources.md) - [Free ICP generator](https://www.artificialoutreach.com/free-icp-generator.md) - [Example ICP: SaaS](https://www.artificialoutreach.com/icp/saas.md) - [Example ICP: marketing agency](https://www.artificialoutreach.com/icp/marketing-agency.md) - [Example ICP: accounting firm](https://www.artificialoutreach.com/icp/accounting-firm.md) - [Example ICP: IT managed services](https://www.artificialoutreach.com/icp/msp.md) - [Example ICP: staffing agency](https://www.artificialoutreach.com/icp/staffing-agency.md) - [Example ICP: law firm](https://www.artificialoutreach.com/icp/law-firm.md) - [Example ICP: cybersecurity](https://www.artificialoutreach.com/icp/cybersecurity.md) - [Example ICP: software development agency](https://www.artificialoutreach.com/icp/dev-agency.md) - [Example ICP: consulting firm](https://www.artificialoutreach.com/icp/consulting.md) - [Example ICP: commercial insurance agency](https://www.artificialoutreach.com/icp/insurance-agency.md) - [Cold email deliverability checklist](https://www.artificialoutreach.com/resources/deliverability-checklist.md) - [ICP worksheet for small B2B teams](https://www.artificialoutreach.com/resources/icp-worksheet.md) - [Works with Apollo (your own Apollo key)](https://www.artificialoutreach.com/integrations/apollo.md) - [Healthcare: inbound leads from practices](https://www.artificialoutreach.com/markets/healthcare-practices.md) - [Safety and trust](https://www.artificialoutreach.com/security.md) - [About](https://www.artificialoutreach.com/about.md) - [Talk to us](https://www.artificialoutreach.com/contact.md) - [Privacy Policy](https://www.artificialoutreach.com/privacy.md) - [Terms of Service](https://www.artificialoutreach.com/terms.md)