Upsell When Users Hit a Limit

Upsell When Users Hit a Limit

When usage thresholds get hit — like contact limits, seat caps, or sequence maxes — that’s your moment to act. This sequence helps your team proactively reach out when customers hit friction, and guide them into a better plan.

Why It Works

• Intent: Proactively reach out when usage caps are hit
• Impact: Turn upgrade friction into revenue

The Usage-Based Upsell Sequence

Day 1 – Email

Hi {{first_name}},

Looks like {{company}} just hit the {{usage_limit}} threshold. That usually means something’s working — congrats on the traction!

Many teams upgrade at this point to avoid slowdowns or throttling.

Want me to walk you through the best-fit next tier?

{{your_name}}

Day 1 – Call + Voicemail

Call Script: “Noticed {{company}} just bumped into the {{usage_limit}} cap — wanted to share options other teams use to keep momentum going.”

Voicemail: “Hey {{first_name}}, it’s {{your_name}} from {{your_company}} — saw your team just maxed out {{usage_limit}}. Happy to walk through upgrade options if helpful.”

Day 4 – Email

Hi {{first_name}},

Just wanted to pass along our Upgrade Guide — it breaks down the different tiers and how teams at your stage typically scale.

View the guide and let me know if you want to hop on a call.

{{your_name}}

Day 7 – Call

Call Prompt: “Offer to walk through top upgrade questions — pricing, migration, ROI benchmarks.”

Day 9 – Email

Hi {{first_name}},

One last note — saw your team is still hovering at the {{usage_limit}} threshold.

If the {{feature_cap}} is holding you back, I can run a quick ROI calculator on upgrading vs status quo.

Just let me know.

– {{your_name}}

Want to use this sequence?

Use it in Apollo