Expansion
AI Renewal Agent
Runs the renewal cadence, prepares renewal summaries and flags risk early.
Expansion
AI Upsell Agent
Finds customers who are ready to upgrade and drafts the offer for a person to approve.
Customers outgrow their plan all the time, and often nobody on your team notices until they complain or leave. This agent watches usage and purchase history for upgrade signals, such as an account bumping against a plan limit, and drafts a tailored upgrade offer in your voice. A person on your team approves every message before it goes out, so you stay in control.
- Upgrade-ready customers spotted from real usage signals
- Tailored upgrade offers drafted in your brand voice
- A person approves every offer before it is sent
$3,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Upsell Agent watches account usage and purchase history for upgrade signals, such as a customer hitting a plan limit. It then drafts a tailored upgrade offer for your team to approve before it goes out. It suits sales-owned accounts in transactional, ecommerce and SMB sales. For CSM-led expansion conversations, see AI Expansion Agent.
Why businesses buy it
Your existing customers are the easiest people to sell to, yet upgrade conversations often happen late or not at all. When a customer hits a limit and hears nothing, they find a workaround or a competitor. This agent catches the moment, drafts an offer that fits that account, and puts it in front of your team for approval. Revenue grows from customers who already trust you, without discount blasts. The triggers, offer rules and approval step are written into the scope before you order, so nothing goes out you have not agreed.
Problems this solves
Customers hit their plan limit and nobody offers an upgrade
The agent watches usage and purchase history for upgrade signals, such as a customer bumping against a plan limit. It then drafts a tailored upgrade offer for your team to approve.
Account managers lack time to review every account for growth
Up to six workflows run across two connected systems with read and write access. The agent reads plan, owner and history first, so each offer reaches the right person.
Upgrade offers go out inconsistently or break pricing rules
Offers follow the rules you set, and every draft waits for approval before it is sent. Your team keeps control over which customers hear what, and when.
A good fit if
You sell tiered plans or add-ons, and customers regularly outgrow their current plan without anyone on your team noticing in time.
You already track usage or purchase data in a system such as HubSpot, Salesforce, Zoho CRM or Pipedrive that shows when a limit is approached.
You want a drafted, on-brand offer waiting for a rep to review, not a generic discount blast to your whole customer base.
You have a written sense of which usage patterns should trigger an upgrade conversation, even if it isn't formally documented yet.
Not the right fit if
You want to recommend a different, complementary product rather than a bigger plan. See AI Cross-Sell Agent.
Your customer success managers own expansion and need the conversation prepared for them, not an offer drafted for sales. See AI Expansion Agent.
Your priority is catching accounts at risk of not renewing, not accounts ready to grow. See AI Renewal Agent.
You just want to see which accounts are upgrade-ready, without the system drafting outreach. See AI Customer Scoring.
You want upsell detection bundled with scoring, forecasting and call analysis in one connected system. See AI Revenue Intelligence.
How it works
- We connect to your CRM and usage or billing system with read and write access, so the agent can see limits and write drafts back.
- The agent watches for the upgrade signals you define, such as usage crossing eighty percent of a plan limit or repeated requests for a locked feature.
- When a signal fires, it drafts a tailored upgrade offer in your voice, referencing the specific usage that triggered it, not a generic template.
- The draft sits in a review queue. No offer reaches a customer until the approver you named signs off, following the approval rules you set.
- Approved offers are logged against the account record, so your team can see what was sent and when without digging through email threads.
- We test the agent against fifty documented scenarios built from your own accounts before handoff, covering both the obvious and the edge-case triggers.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin or API access to the connected systems, with sandbox or test records if you have them.
- Your rules for what counts as an upgrade signal, and any approval limits on what can be offered without a manager's sign-off.
- Ten real sample conversations or emails, so drafted offers sound like your team, not a template.
- The name of the approver who reviews and sends each offer.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker who can sign off on the final workflow before launch.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified and upgrade signals agreed.
Weeks 1–2
Trigger logic and offer drafting built.
Week 3
Systems connected with read and write access.
Weeks 3–4
50 documented test scenarios run against your own accounts.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $3,900 |
| Express | 15–25 working days | $4,600 |
| Rush | 10–20 working days | $5,250 |
What you receive at handover
- AI Upsell Agent configured on one channel, with read and write access to up to two systems
- Up to six upsell workflows carrying your approval rules
- Offer rules and guardrails, with up to 100 reference documents loaded
- A test report covering 50 documented scenarios
- An admin guide, a recorded 60-minute handoff session and 30 days of support
Expected benefits and how to measure them
- Helps you reach customers at the moment an upgrade is most relevant
- Can add revenue from existing accounts without extra account managers
- Makes upgrade offers consistent with your pricing rules
- Monthly upgrades
- Compare upgrades recorded in your billing system for the quarter before launch with the quarter after.
- Offer acceptance rate
- Each month, compare offers approved and sent with offers accepted, using the agent's log and your billing data.
- Expansion revenue
- Track monthly expansion revenue in your billing or CRM reports, comparing two quarters before and after.
Before you start: Record monthly upgrades and expansion revenue for the past two quarters. Count how many accounts currently sit at their plan limit.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running the agent costs roughly $50 to $250 a month for AI model usage and hosting, on top of your existing CRM or billing plan.
AI usage during the build and testing is billed to your own accounts, so every provider relationship stays yours. Nothing runs through us.
Ask about running costsCustom requirements
Add a note at checkout if you need something specific. If it fits within the Scope Card it is simply included. If it goes beyond it, you get a written Change Quote within two working days, and that work starts only once you accept it, with its time added to your delivery date.
Request a custom versionKeep it running
After launch, monthly maintenance keeps offers current as your plans change. It covers monitoring, fixes, updates, a monthly health report and change hours to add a new trigger or adjust the offer wording after a pricing change. It starts after the 30 days of support and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A customer success platform charges a monthly fee per managed account | An agency quotes after a discovery phase | Ours is one fixed price, shown before you buy |
| Scope | A customer success platform leaves you to build the playbook yourself | An agency agrees scope during the project | Ours is written on the Scope Card before purchase |
| Delivery | A customer success platform is fast to install but slow to configure well | An agency usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Approval | A customer success platform can send outreach automatically once triggered | An agency build depends on what was agreed | Ours holds every offer for a named approver before it sends |
| Offer wording | A customer success platform uses fixed template variables | An agency build depends on what was agreed | Ours is drafted from real sample conversations in your voice |
Questions about this product
Does it send offers automatically?
No. Every drafted offer sits in a review queue and only sends once the approver you named signs off, under the approval rules you set at intake. Nothing reaches a customer without a person reviewing it first, and you can reject or edit any draft before it goes out.
What counts as an upgrade signal?
Whatever you define, such as usage crossing a set percentage of a plan limit, repeated requests for a locked feature, or seat count nearing capacity. You can configure up to six workflows, each with its own trigger and approval rule.
How does it know what tone to use?
From the ten real sample conversations or emails you provide during intake. Drafts are written to match how your team actually writes, referencing the specific usage that triggered the offer rather than a generic discount template, and you can refine the voice during the two included revision rounds.
What will it cost to run every month?
Roughly $50 to $250 a month for AI model usage and hosting, on top of your existing CRM or billing plan, paid directly in your own accounts. Monthly maintenance is optional if you want ongoing changes to the triggers or offer wording.
How long does the build take?
The build follows a fixed schedule that starts once your systems and sample conversations are confirmed. The exact date is shown on this page before you buy, along with express and rush options if you need it sooner. System access, upgrade rules and sample conversations are due within 72 hours of ordering, and each day late moves delivery by 3 working days.
Can I change the approval rules later?
Yes, within the two rounds of changes included in the build, and afterwards through monthly maintenance if you keep it. Raising or lowering an approval threshold after a pricing change is exactly what the monthly change hours are built to cover, without a separate project.
What data does it need write access to?
Up to two systems, typically your CRM and a usage or billing platform, so it can read the trigger data and write the drafted offer back to the account record. Access is scoped to those systems only, shared by adding our team as a user or creating a key you control.
What if the usage signal is a false positive?
The approver reviewing the draft can reject or edit it before anything sends, so one bad trigger never reaches a customer. Repeated false positives are the kind of tuning covered by the two included revision rounds, or by monthly maintenance once the initial support period ends.
Stop missing the upgrade conversation.
Order AI Upsell Agent and get tailored, approver-reviewed upgrade offers for customers who are ready, on a delivery date you see before you pay.
Works well with
Expansion
AI Cross-Sell Agent
Recommends complementary products to existing customers based on usage and purchases.