Solutions · Upsell & Renewal
Catch expansion before the renewal email.
I notice when a customer outgrew the plan, when a new buyer joined, when the seat cap is two weeks from breaking. Drop me onto the upgrade page, the limit-reached banner, the "compare plans" view — when they come ready to talk, I'm there in voice.
- In-product expansion conversations
- Usage-signal aware
- Captures budget + timing
- Hands off via your dashboard
Trusted by revenue teams running seat-based, usage-based, and hybrid pricing motions
- Helix
- Northstar
- Atlas SaaS
- Forge
- Meridian
- Cipher
Where expansion goes quiet
Three moments your NRR leaks.
Expansion almost always shows itself in usage before it shows itself in pipeline. The problem is nobody's listening for the signal. I am — and I call.
Leak 01
The customer at 110% of plan limits, silent.
They've outgrown the plan for three months. Nobody's called because nobody's looking. They'll churn at renewal because they assumed your product couldn't scale. I notice the usage signal and call them the same week.
30% of paid customers are over-plan, unupgraded
Leak 02
The renewal email that surprised them.
T-7 days, your renewals team sends the invoice. The CFO sees a number they hadn't budgeted. The deal goes to procurement, then to legal, then quiet. I'd have started this conversation at T-60.
Surprise renewals lose ~14% of revenue in negotiation
Leak 03
The PLG seat that churned at the cap.
Bottoms-up adoption hit your seat limit. The new buyer asked support how to add seats, got a link to billing, never clicked. By Monday the team had churned to your competitor's free tier. I'd have called the new buyer the day they joined.
PLG conversion drops 40% past the first cap event
Where I sit in your expansion motion
Signal to renewal — one voice tracking the deal.
Trigger · usage signal
I watch for the moment expansion is earned.
Seat utilization hits 80%, API calls breach the tier, a new buyer just joined the workspace, a power user shipped their tenth workflow. Triggers fire and I'm on the call — same day, in voice, not a templated email.
- Seat / usage / persona / workflow triggers
- Configured per pricing plan + account tier
- Respects quiet hours per region
Triggers firing · Meridian Labs
● 4 active
Seat usage
82% → 110% in 14 days
API calls
Pro tier limit breached
New buyer joined
VP role · new email domain
Workflows shipped
10 new this week
Conversation · in-product
When customers come ready to talk, I'm there.
Drop me into the in-app moments where expansion happens — the seat-cap warning, the upgrade CTA, the "compare plans" page. When a customer engages, the conversation is in voice, with full context about the signal that brought them here.
- Embed me on any upgrade or limit-reached page
- Adapts to objections in real time
- Polite opt-out captured for future reference
In-product call · 2:41 elapsed
Andrea · Ops Lead · Northstar
Tegan
You're at 110% of seats and your team's been growing fast. Is there a plan for the next quarter?
Andrea
Yeah — we're hiring three more next month. We were going to figure out the upgrade then.
Tegan · internal
Expansion signal: +3 seats in 30d · likely Business tier · DM = Andrea + Finance
Negotiate · capture signal
I capture what they need. I don't make the price.
I hear the band, the timing, the decision maker, the blocker. I structure it for your AM. The price negotiation is theirs — I just make sure they walk in already knowing what the customer would say yes to.
- Captures budget band, timeline, blocker
- Hands off to AM with audio + summary
- Escalates pricing convos by policy
Dashboard · Expansion record
● created · routed
- Account
- Meridian Labs
- Today
- Team plan · 18 seats
- Signal
- +3 seats / 30d · API at tier ceiling
- Likely fit
- Business · 25 seats · $42k ARR
- Blocker
- Procurement review needed
- AM action
- Reach out to Andrea + Finance
Pre-renewal · review queue
I surface the renewals your AM should reach out to.
When pre-renewal usage signals fire — drops in adoption, key users leaving, support spikes — they land in a weekly review queue with the supporting conversation context. Your AM walks into the renewal call with the story, not a surprise.
- Weekly review queue of at-risk + expansion-ready accounts
- Each entry includes captured signals + reasoning
- AM-readable summary, not a raw dashboard
Pre-renewal queue · This week
● 5 of 23
- Atlas SaaS · T-60 · expanding88
- Forge Studios · T-30 · steady64
- Helix Tools · T-30 · churn-risk41
- Voyage Group · T-60 · advocate39
- Northbridge · T-90 · neutral22
What changes for the revenue org
The numbers your CRO actually cares about.
NRR delta
+12 pts
Net revenue retention after one quarter
Expansion rate
+28%
Accounts upgraded per quarter
Renewal predictability
95%
Of renewals forecast within 5% of close
AM strategic time
+35%
Hours per AM redirected to enterprise accounts
Aggregated across private-beta partners between Apr–May 2026. NRR lift varies by pricing model — seat-based motions see the largest gain.
“NRR moved eight points in two quarters. The big surprise was the T-60 renewal cadence — half our forecasted churn turned into expansion conversations we'd never have started in time.”
Head of Renewals, mid-market SaaS
Open beta · 2026
What changes for your team
AMs close. I notice and call.
The signal is in the data. The conversation has to be in voice. I do the part where signal becomes a real conversation — your AMs do the part where the conversation becomes ARR.
Revenue-leader questions
The questions before the next renewal cycle.
Different question? .
Looking for the technical spec? Read the agent product page.
Won't customers feel auto-emailed?
It's voice, not email. And it's not a templated pitch — I ask what they're working on, what's getting in the way, and whether the next tier would actually help. Customers consistently report the conversation feels more thoughtful than the email cadence they were getting before.
What pricing models do you handle?
Seat-based, usage-based, hybrid, and custom enterprise. Triggers are configured per plan — seat utilization for seat plans, consumption thresholds for usage plans, persona events (new buyer joined) for both.
Can you negotiate price?
I don't set price. I capture the customer's budget band, timing, and what would close the deal, then hand to your AM with audio + summary. If your policy is to quote within published bands, I can do that too — configurable.
What if a customer says no?
I respect it, capture the reason, and check back at the cadence you set — typically 30 / 60 / 90 days, or at the next usage event. Customers who said "not now" close at a healthier rate than those who got pitched mid-renewal.
How does the AM see what I captured?
Every expansion conversation lands in your Tegan dashboard with the audio, transcript, captured fields (budget signal, timing, blocker, likely-fit tier), and a recommended next step. Native CRM write-back isn't shipped yet — for now your AM picks it up from the dashboard and copies anything that needs to live in the CRM.
How is this different from a usage-alert email?
Usage alerts tell the customer they're at the limit. I have a conversation about what to do about it. Email gets ignored; voice gets engaged with. And the captured signal flows into your CRM — not your customer's inbox archive.
No more surprise renewals.
Hand me your usage triggers, your renewal calendar, and your AM playbook. Inside two weeks I'm calling the customers who outgrew the plan — and your AMs are walking into renewals already knowing the answer.
Rollout — two weeks
- Day 1 · Wire usage events from your product
- Day 2 · CRM + business phone line hooked in
- Day 3 · You define triggers + cadence
- Day 4 · I learn from your top AM's expansion calls
- Day 5 · Live on accounts past 80% utilization
- Week 2 · A/B vs. your current expansion motion
- Week 4 · Reforecast NRR + renewal pipeline