Right drawer
Monthly-to-annual
$5.7Krevenue
4012.4%conversions
Use case · ExpandGrow revenue
Grow revenue
from customers
you have.
Upgrade, seat, add-on and annual-billing Funnels reach customers when they hit a limit or need more, and apply the change in Stripe in one click.
14 days of Traction · No card required
Three moves, every upgrade.
1 · Spot
See who is ready to grow.
Usage near a limit, new teammates and feature-gate hits show which accounts are ready for more.
2 · Act
Offer the upgrade in context.
Show a higher plan, more seats, an add-on or annual billing right where the need shows up.
3 · Prove
Prove expansion MRR.
Every upgrade counts only when Stripe confirms it, measured against customers who saw nothing.
TemplatesSix templates
Six templates
for expansion.
Each one is drafted from your real plans and prices during setup, so you edit a working Funnel instead of starting from blank.
- Modal
Feature-gate upgrade
$9.3Krevenue7718.6%upgradesWhen a user hits a paid feature: show the plan that unlocks it.
- Modal
Usage-limit expansion
$3.8Krevenue2815.2%conversionsWhen an account nears a limit: offer more before work stops.
- Modal
Feature trial
$5.1Krevenue4621.4%conversionsWhen a feature could help: let them try it free for a few days.
- Right drawer
Seat expansion
$7.9Krevenue21416.8%seats addedWhen teammates join: add seats in one click.
- Right drawer
Add-on expansion
$4.6Krevenue3913.1%add-onsWhen an account needs an extra: offer the add-on that fits.
- Right drawer
Monthly-to-annual
$6.2Krevenue4112.4%conversionsWhen a monthly customer is settled in: offer annual billing with months free.
VisibilityEvery dollar
Every dollar
has a name
on it.
Every view, answer and conversion is tied to a real person and account, confirmed by Stripe, and synced to the tools you already run.Every view, answer and conversion is tied to a real person and account, confirmed by Stripe, and synced to the tools you already run.
Synced to
- HubSpot
- Customer.io
- Slack
- PostHog
Confirmed by StripeThis month · from Funnels
- Acme AnalyticsJordan Lee upgraded to Pro+$249/mosynced to HubSpot
- KitebaseSwitched to annual billing+$490synced to Slack
- NorthwindPriya Kapoor started a paid plan+$99/mosynced to Customer.io
- GlobexMarco Silva kept their planSaved $99/mosynced to HubSpot
New MRR from Funnels$28,240
Sample dataQuestions,
answered.
Are upgrades applied in Stripe?
Yes. When a customer accepts, the plan change, seats, add-on or switch to annual billing is applied to their Stripe subscription, with proration handled the way your Stripe account already does it.
Can we offer annual billing with a discount?
Yes. The Monthly-to-annual template offers annual billing with the discount you choose, such as two months free, and the switch is applied in Stripe.
How is expansion MRR counted?
Only when Stripe confirms the change, measured against customers who saw nothing, so you see what each Funnel added.
Will customers see too many offers?
Targeting rules decide who sees each Funnel and when, so an upgrade offer shows up where the need does, not on every page.
Which plan includes expansion templates?
Every plan, including Builder. All 25 templates come with every plan, so expansion Funnels are there from day one. Traction adds A/B tests, smart timing and follow-ups after “Not now”.
Funnels for the
whole journey.
Browse all 25 templates Acquire
Turn visitors into sign-ups.
Lead magnet, demo request, waitlist, signup, referral capture
See AcquireActivate
Get new users to their first win.
Onboarding, activation, product selection
See ActivateConvert
Turn trials into paying customers.
Free-to-paid, trial-to-paid, one-time purchase, pricing-page recovery
See ConvertRetain
Keep the customers you’re about to lose.
Cancellation saves, downgrades, failed payments, win-back
See Retain
