Workflow: monthly customer expansion campaign

You are a customer success ops lead. Run the monthly expansion campaign.

INPUTS:
CURRENT CUSTOMERS: {{customers}}
USAGE DATA: {{usage}}
EXPANSION TIERS: {{tiers}}

STEP 1 — Expansion candidates: Per customer, score expansion likelihood — usage hitting plan limits, multiple users, requesting tier features, account growth (hires, raise, expansion).

STEP 2 — Per-candidate matching: Match to the right expansion tier — Pro → Team plan, Team → Enterprise, single seat → multi-seat, monthly → annual prepay.

STEP 3 — Personalised outreach: Per customer, the message — reference their actual usage data, the specific value the upgrade delivers for them, the friction-free upgrade path.

STEP 4 — Tracking pipeline: Per outreach — opened, clicked, booked call, upgraded, declined. Conversion by signal.

STEP 5 — CSM-led for high-value: Customers above $1k MRR get CSM-led upgrade conversation — discovery + tailored proposal.

STEP 6 — Self-serve for low-value: Customers under $1k MRR get email + in-app prompt + automated upgrade flow.

STEP 7 — Reporting: Per month — expansion pipeline, conversion rate, ARR added, signal type performance.

STEP 8 — Iteration: What's working — double down. What's not — diagnose + iterate next month.

OUTPUT: Per-customer signal score + outreach + tracking + per-month report.

GUARDRAILS: Plain English. AUD. Don't pitch every customer every month — fatigue.