Enter recent account signals
Usage vs. plan limit, seat growth, premium feature clicks, and engagement are each scored for upgrade readiness.
UPGRADE READINESS SIGNALS
Upgrade Trigger
Enter a customer's usage and plan signals to get a calculated upgrade-readiness score with the right upgrade message to send.
- Uses your inputs in a transparent calculation
- Instant result with practical next steps
- No signup required
Planning guidance only. Validate important decisions with customer evidence and your delivery team.
YOUR INPUTS
Build your result
Complete every field. The result updates only when you choose Calculate.
How it works
We calculate a readiness score
Signals are summed and discounted slightly for accounts brand new to their current plan.
Get the right upgrade message
The recommended message angle matches the readiness level, from a direct usage-based offer to engagement nurturing.
Continue learning: Validating SaaS pricing during customer discovery · Engagement metrics that predict retention
Frequently asked questions
Why does time on the current plan matter?
An account only 5 days into their current plan hasn't had much chance to outgrow it, so the score applies a small discount to avoid over-triggering upgrade messaging too early.
Does this replace expansion revenue software?
No. It's a fast, rule-based check for one account using signals you already know. A dedicated customer success or expansion platform will detect and act on these signals automatically at scale.
What's the best upgrade message for a strong signal?
Reference the exact limit or feature the account hit rather than a generic upsell — specific, usage-based messaging converts far better than broad promotional messaging.
How We Compare
| Feature | MVPHub | Vitally | Gainsight |
|---|---|---|---|
| Quick single-account readiness check | Included | Limited | Limited |
| Transparent, editable scoring logic | Included | Not included | Not included |
| Automated upgrade messaging across all accounts | Not included | Included | Included |
| Real-time product usage integration | Not included | Included | Included |
Vitally and Gainsight automatically detect and act on expansion signals across your full customer base once integrated. MVPHub gives a fast, manual readiness check for one account using signals you already know.
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