| name | expansion-opportunities |
| description | Identify customers underpriced for their actual usage — hitting addon limits, sustained high utilisation, or buying repeated one-time charges — and propose plan upgrades with supporting evidence. Use when the user asks about upsell opportunities, upgrade candidates, or revenue expansion from existing customers. Do NOT use for new customer acquisition or cross-sell of unrelated products.
|
| when_to_use | Trigger on: "upsell opportunities", "upgrade candidates", "who should upgrade", "expansion revenue", "customers outgrowing their plan", "upsell candidates", "usage-based upgrades", "which customers to upsell".
|
Upsell Candidates
Surface customers whose usage signals they've outgrown their current plan.
Setup
Resolve org ID via ZohoBilling_List_all_Organizations.
Fetch (run in parallel)
| # | Tool | Purpose |
|---|
| 1 | ZohoBilling_Get_Usage_Record_Report | Usage per subscription |
| 2 | ZohoBilling_Get_Usage_Record_Details_Report | Detailed usage breakdown |
| 3 | ZohoBilling_Get_Sales_Details_by_Addon_Report | Repeated addon purchases per customer |
| 4 | ZohoBilling_Get_Subscriptions_Report | Current plan for each sub |
| 5 | ZohoBilling_List_all_Plans | All available plans (for upgrade targets) |
Scoring signals
Flag a subscription as an upsell candidate if ANY of:
- Usage > 80% of plan limit for 2+ consecutive periods
- Same addon purchased 3+ times (indicates persistent need)
- Usage growth > 30% MoM for 2+ months
- Seat/user count within 2 of plan maximum
Output
Upsell Candidates — [date] (N candidates · $XX,XXX expansion MRR potential)
────────────────────────────────────────────────────────────────────────────────
# Customer Current Plan Signal Target Plan
────────────────────────────────────────────────────────────────────────────────
1 Acme Corp Starter ($79) Usage 94% · 3 mo trend Professional ($199)
2 Beta Inc Pro ($199) Storage addon ×5 Enterprise ($499)
3 Startup XYZ Starter ($79) Seats: 8/10 Pro ($199)
────────────────────────────────────────────────────────────────────────────────
Total expansion MRR if all convert: $XX,XXX/month
Per row: customer · current plan + price · signal · recommended target plan.
"Signal" should be specific and evidence-based — not generic.
Constraints
- Only propose a plan that actually exists (from List_all_Plans results)
- Do not recommend downgrade — this skill is upsell only
- Expansion MRR estimate = target_plan_price − current_plan_price per candidate
- Propose-only: no quotes created, no plan changes
Edge cases
- No usage data available: "Usage data not available — enable usage tracking in Zoho Billing to use this skill"
- No candidates found: "No clear upsell signals detected — all customers appear well-matched to their plans"
