Workflow · Sales and growth · Opening soon
Upsell opportunities from usage
See which customers are nearing their plan limits from exported Stripe data. Use the list to spot upsell opportunities before they hit a hard limit.
Someone typed
“find customers whose usage is close to or over their plan limits so sales can offer an upgrade”
The agent read it as
Find customers whose usage is close to or over their plan limits so sales can offer an upgrade, counting usage at 80% or more of the plan limit, using Stripe subscriptions, Stripe usage records, Stripe prices and Stripe customers.
What the agent built
4 steps, each one an ordinary Mammoth step you can open and change.
File
Stripe subscriptions
CSV export · 12 rows
File
Stripe usage records
CSV export · 24 rows
File
Stripe prices
CSV export · 8 rows
File
Stripe customers
CSV export · 12 rows
Join
Bring in usage records
12 of 12 paired
Join
Bring in plan details
24 of 24 paired
Join
Bring in customer details
24 of 24 paired
Step
Find customers nearing limits
Step 4
Result
Plan Usage Alerts
10 rows · 10 flagged
Schedule
Runs when you say
Proposed
- FileStripe subscriptionsCSV export · 12 rows
- FileStripe usage recordsCSV export · 24 rows
- FileStripe pricesCSV export · 8 rows
- FileStripe customersCSV export · 12 rows
- JoinBring in usage records12 of 12 paired
- JoinBring in plan details24 of 24 paired
- JoinBring in customer details24 of 24 paired
- StepFind customers nearing limitsStep 4
- ResultPlan Usage Alerts10 rows · 10 flagged
- ScheduleRuns when you sayProposed
Checked on the sample files: every step ran, 10 rows came out, and the join paired 12 of 12 rows; the join paired 24 of 24 rows; the join paired 24 of 24 rows.
- Download Stripe subscriptions sample (12 rows)Stripe: Billing > Subscriptions > Export
- Download Stripe usage records sample (24 rows)Stripe: Billing > Usage records > Export
- Download Stripe prices sample (8 rows)Stripe: Products > Prices > Export
- Download Stripe customers sample (12 rows)Stripe: Customers > Export
What you get back
The result of that run, the rows to look at first.
Plan Usage AlertsSample data10 rows
7 close to plan limit3 over plan limit
| Customer name | Usage this period | Plan limit | Plan used (%) | Status | Plan name | Customer email |
|---|---|---|---|---|---|---|
| Cedar Retail | 8,420 | 5,000 | 168.4 | Over plan limit | Enterprise 5000 | accounts@cedarretail.com |
| Acme Motion | 1,010 | 1,000 | 101 | Over plan limit | Pro 1000 | ap@acmemotion.io |
| Blue Peak Health | 805 | 800 | 100.6 | Over plan limit | Plus 800 | finance@bluepeakhealth.com |
| Luna Labs | 1,492 | 1,500 | 99.5 | Close to plan limit | Scale 1500 | ops@lunalabs.dev |
| Harbor Supply | 1,984 | 2,000 | 99.2 | Close to plan limit | Growth 2000 | invoices@harborsupply.com |
| Northstar Analytics | 960 | 1,000 | 96 | Close to plan limit | Pro 1000 | billing@northstar-analytics.com |
| Vertex HR | 1,418 | 1,500 | 94.5 | Close to plan limit | Scale 1500 | finance@vertexhr.com |
| Mosaic Studio | 455 | 500 | 91 | Close to plan limit | Starter 500 | billing@mosaicstudio.art |
| Summit Foods | 2,680 | 3,000 | 89.3 | Close to plan limit | Team 3000 | ap@summitfoods.net |
| Kiteworks | 654 | 800 | 81.8 | Close to plan limit | Plus 800 | finance@kiteworks.app |
How do you find upsell opportunities from usage?
Export Stripe subscriptions, usage records, prices, and customers. Then match usage to each plan limit and flag accounts at 80 percent or more, or over the limit. You get a clear list for sales follow up.
How it works
How to use the Plan Usage Alerts workflow
- 1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
- 2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
- 3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.
Plan Usage Alerts: questions
What export should I use from Stripe?
Export the data that shows subscriptions, usage records, prices, and customers. The workflow uses those files to compare usage against each plan limit.
What happens to rows that do not match?
Rows that do not match a plan, customer, or usage record stay out of the final list. You only see customers where the usage and plan details line up well enough to check the limit.
How do I change the rules?
Change the threshold in words, for example from 80 percent to a different level. You can also change the fields you use to define the plan limit or the customer match.
Get early access to this workflow
It will open already built and checked on the sample files. Swap in your own exports and see your result.
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