[Free Template] Upsell When Users Hit a Limit

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Upsell When Users Hit a Limit

When your users run into a usage or feature limitation in your product, automatically add them to a sequence to upsell a more robust plan.

You know those “Log in to continue reading” paywalls? They’re extremely effective, because there’s no better time to upsell than when a user hits a limit.

This is your chance to do the same! When a customer hits a limit in their current plan, that’s your opportunity to swoop in and organically discuss going for the upgrade.

Actions this workflow can automate:

Add contacts to an existing sequence
Add the accounts to a list
Create a contact or account task

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Upsell When Users Hit a Limit

When your users run into a usage or feature limitation in your product, automatically add them to a sequence to upsell a more robust plan.

Actions this workflow can automate:

Ready to put this workflow into action?

All templates

Ask Happy Customers for Referrals

Ask Happy Customers for Reviews

Assign as B2B or B2C

Assign as SaaS or non-SaaS

Automatically Hit No-Shows

Call When Email is Opened or Clicked

Congratulate on New Role

Congratulate Recently Promoted Contacts

Conversation Starter Cold Calling Script

Convert Inbound Leads

Create Deal When Contact Is Interested

Create Deals From Booked Meetings

Demo Call Scorecard

Discovery Call Scorecard

End Sequence for Outdated Contacts

Engage Your Product’s Users

Find the Right Contact

Follow up on Deals Showing No Progress

Follow Up On No-Show Meetings

Generate an Opening Line from Professional Posts

Generate Personalized Email

Get Ahead of Renewals

Get overview on meeting attendees

Hit Companies That Are Scaling

Hit Form-Abandoners

Hit New Hires

Hit Recently Funded Companies

Identify Competitors

Identify decision-makers in this meeting

Identify Likely-to-Engage Contacts

Identify Who Your Target Company Sells To

Instantly Hit New Inbounds

Keep Deal Next Steps Up-to-Date

Know if a Company had Executive Changes

Learn about company priorities

Learn Company Priorities

Re-Book Meeting No Shows

Reach out to High-Value Signups

Reach Website Visitors

Replace Bounces With New Contacts

Reveal Company Pain Points

Summarize Company News

Summarize Contact’s Professional Background

Summarize key company information

Summarize objections from past meetings

Summarize Professional Posts

Summarize Relevant Job Postings

Sync Contact & Account Stages

Sync Deal & Account Stages

Tailor Messaging to Role

Target Former Champions

Target High Intent Prospects

Target Inbound Demo Requests Using Conditional Logic

Target Leads Based on Software or Products They Use

Target People Researching Your Category Using Conditional Logic

Target Website Visitors Using Conditional Logic

The Quick Pitch Cold Calling Script

View meeting history with this company

View next steps from last meeting

VIPs & C-Suite Cold Calling Script

Win Customers From Competitors

Winback Churned Customers

Work Companies Researching Your Category

Work Leads Who Went Cold

Work New Leads at Target Accounts