The best time to pitch an upgrade is the moment a user feels the ceiling of their current plan, not three weeks later. This segment catches users approaching their plan limit while the upgrade conversation is still timely.
Segment created on /segments.
Segments users approaching their plan limit, isolating the cohort that's ready for an upgrade conversation while the constraint is still front of mind.
an expansion-candidates segment
Open the segment authoring surface, name the segment, and apply the rule below.
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Account-level engagement (rolled up from all users on the account) tracked over time — identifies expansion vs. churn-risk accounts.
Plan-limit-to-upgrade funnel built from real subscription state-change events with per-step time-to-convert.
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