Agents › Sales
HubSpot Upsell Spotter
It reads product usage, billing and deal history every night, and tells the account owner who is ready to buy more, with the conversation to open.
15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.
- ✓Reads usage, billing and deal historyevery night
- ✓Spots who is ready to buy moreper account
- ✓Tells the account owner who to callnext morning
Know who's ready to buy more before they ask.
HubSpot
Stripe
SlackHow it works
The agent does the job from start to finish, on its own schedule. Your team talks to it in Slack or Teams.
Reads usage and billing every night
It reads how each customer uses your product, their Stripe subscription, and their deal history in HubSpot.
- 2
Spots the signals
It looks for a 2nd, 5th or 10th user, a plan limit reached, a renewal coming up, or a feature used a lot for two weeks.
Writes the account owner a note
The note has the history and plan, the revenue on the table, and the conversation to open.
- 4
Flags case-study candidates
An account with a real result gets flagged as a case study, with the ask written.
Logs it in HubSpot
Each signal is logged on the company record, so the whole team sees it.
What you get
Customers who outgrow their plan get a call before they ask, or leave.
Each note says why now, what's on the table, and what to say.
Accounts with a real result get flagged, with the ask ready.
What this looks like at your business
Plan limits and renewalsPlan limits and renewals spotted from billing each night.
Designed for software companiesAccount owner notesWho to call, why now, and the revenue on the table.
Designed for software companiesSignals loggedEach signal logged on the HubSpot company record.
Designed for software companiesBuilt for your company
Your version, set up around how you work
No two businesses run this job the same way. Your HubSpot Upsell Spotter follows your process, your rules and your software, not a template.
The user counts, plan limits, renewal window and features that mean a customer is ready for more.
The account owner on each company, or one customer success lead.
Stripe and HubSpot today. If you bill in Chargebee or sell from Salesforce, your version works there.
Notes and case-study asks written the way your team talks to customers.
Works in the software you use
You make the key in your own accounts. Nothing to install on your computers.
Part of a team of agents
Agents pass work to each other, so a job keeps moving without someone on your team handing it along.
Watches new customers for their first 30 days and posts who is ready for more.
New customers who slow down get help in week one.
See this agent →
Spots customers who stopped or are ready for more, and sends next steps or tells the owner to call.
Your team calls at the right time, with the reason.
See this agent →Book a 15-minute call
Get your version of the HubSpot Upsell Spotter
Bring how your team does this job today. In 15 minutes you'll know how your version would run, the hours it frees up and what it costs.
Questions about the HubSpot Upsell Spotter
Is my customers' information safe?
Yes. The agent reads only the usage, billing and deal records its job needs, in your own accounts. Customer details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Will it change my billing?
No. It reads Stripe. It doesn't change plans, prices or payments.
Will it contact my customers?
No. It writes the note to your account owner. Your team makes the call.
Can it follow the way we work?
Yes. Your version looks for the signals that matter in your product and tells the people you want. We set that up with you after the call.
What does it cost?
You get the price on the call, along with the hours it saves your team.