Playbook HQ / Renewal-based upsell trigger

When a customer is 60–90 days from renewal, it’s an opportunity to evaluate expansion potential.

‍

Proactive outreach at this stage helps retain existing customers and identifies upsell opportunities. 

By reviewing usage and engagement trends, you can tailor offers to meet evolving needs and build stronger relationships.

• Connect with the customer to review current usage, successes, and areas for improvement.
  
• Highlight additional features, plans, or seats that could provide more value.
• Trigger a tailored outreach sequence to encourage expansion while interest is high.

See how Duo Copilot uses Renewal-Based Signals from your CRM to trigger personalized outreach automatically.