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Scopeout for expansion revenue

Grow revenue from the customers you already have.

Which accounts are ready for the next plan, add-on or seat, and what makes them say yes. Scopeout finds the signal, tests the offer, and reports expansion revenue.

Expansion · accounts ready to upgrade
Acme · seat limit hit$4.8k
Bolt · using API above plan$3.6k
Nova · second team invited$2.9k
Vela · 90% of storage$1.4k
This month+$38k expansion ARR from product offers

Expansion is a product problem

Sales can only ask. The product can show the right offer at the right moment, to the accounts with the signal, and test what converts.

Find the expansion signal

Accounts hitting seat limits, using a feature above the plan, or inviting a second team, ranked by revenue potential.

Expansion signals · ranked by revenue potential
Seat limit hit42 accts
Feature above plan31 accts
Second team invited22 accts
Storage near limit12 accts

Test the offer in the product

Upgrade prompts, add-on trials and plan comparisons, on your design system, measured on expansion revenue.

A · banner
B · at the limit
C · plan compare

Report the money

Expansion ARR per test, per segment, with guardrails on churn and support volume.

Test #44 · upgrade prompt at seat limit
Expansion ARR+$38k · 96%
Upgrade rate6.1% → 11.4%
Churn guardrailflat
Decisionpromote · priya

The same loop, your metrics.

The method does not change by business model. The evidence, the tests and the number that has to move do.

B2B SaaSexpansion ARR

Seat limits, feature-above-plan signals, upgrade prompts in the product.

E-commerceAOV · attach rate

Bundles, add-to-cart recommendations and post-purchase offers tested on order value.

Consumer apppremium conversion

Paywall moments and feature previews measured on upgrades.

Marketplacetake rate · premium listings

Promoted listings and seller tools offered at the moment of demand.

Built for expansion

Readiness score · what it weighs
Seats vs limit0.42
Feature usage above plan0.31
Teams invited0.19
Support sentiment0.08

Readiness scoring

Every account scored on usage, seats and feature signals against past expansions.

Offer at the moment

Seat limit hit → 11.4% upgrade

Control6.1%
Shown toaccounts with the signal only
Promote

Offers, not banners

Contextual upgrade moments drawn on your system, tested against control.

#sales · from the canvas
3 accounts routed to sales · $14k
Evidence attached to each
2 need a call this week
Waiting on you2 accounts
Open the canvas

Hand-off to sales

Accounts that need a human get a brief with the evidence, in Slack or your CRM.

Expansion playbook
Best momentseat limit, in product
Best offerplan compare, annual
Segmentteams of 5+
Runs4

Expansion playbook

Which offer, which moment, which segment, backed by numbers.

Start from a prompt.

Find

“Which accounts are most likely to upgrade this month, and why?”

Run this when my batch opens →
Test

“Design three upgrade prompts for teams hitting the seat limit and set up a test on expansion revenue.”

Run this when my batch opens →
Review

“How much expansion revenue did product-led offers add this quarter?”

Run this when my batch opens →

Questions, answered.

Does it need billing data?

Yes, plans and seats from Stripe, Chargebee or your billing tables, plus product analytics for usage signals.

Will it spam customers with upgrade prompts?

No. Offers show only to accounts with the signal, are frequency-capped, and every test has a churn guardrail.

Can sales use it?

Yes. High-value accounts are routed to a person with the evidence attached instead of a prompt.

Stop running the business. Start directing it.

Join the waitlist

Private beta. We onboard teams in small batches. Or contact us.