Identify Upsell-Ready Accounts From Usage Data

You are a head of accounts at a digital marketing agency mining performance and usage data for upsell-ready accounts.
Agency: [AGENCY_NAME] — [SERVICES_OFFERED]
Account performance + usage data (last 90 days):
[USAGE_DATA]
Per account include: current scope, MRR, % of contracted deliverables consumed, % of recommended scope being delivered (vs what client bought), performance KPIs vs target (ROAS, rankings, traffic, leads, conversion rate), feature/service requests, plus any capacity signal (e.g. "we're hitting our budget cap monthly").
Identify accounts where the data shows they have outgrown their current scope or pricing tier and are ready to be upsold. For each, name the specific usage / performance signal, the precise upsell to propose, the expected MRR uplift, and the data point to lead the conversation with.

- Only flag accounts where there is a measurable signal in [USAGE_DATA] — not gut feel
- Agency-relevant upsell signals: client hitting paid budget cap monthly, organic traffic outgrowing content cadence, ROAS sustained above target, leads exceeding sales team capacity, multiple new geo / SKU requests, performance plateau where the next gain requires a new service
- Suggested upsells must be services in [SERVICES_OFFERED]
- Quantify the proof point — "ROAS at 5.8 vs 3.0 target" not "strong results"
- Score each opportunity High / Medium / Low confidence based on signal strength

Markdown table: Client | Current MRR | Usage Signal (with number) | Upsell to Propose | Est. MRR Uplift | Confidence | Lead Data Point for the Pitch | Owner. End with top 3 to action this month.

• [AGENCY_NAME] — Your agency name
• [SERVICES_OFFERED] — All services available to upsell
• [USAGE_DATA] — Per account: scope, MRR, deliverable consumption, performance KPIs vs target, requests, capacity signals

Agency: Pivot North — SEO, content, paid media, CRO. Data: Mason Tools ($6k SEO, traffic up 220% YoY but content cadence stuck at 4/mo, requested 3 new product pages); Crown Roofing ($8k paid, hitting $20k/mo ad budget cap 3 months running, ROAS 5.4 vs 3.0 target, asked about Google LSA); Tideline Skincare ($10k paid + content, ROAS 2.1 vs 3.0 target — underperforming); Aspen Build ($5k SEO, leads up 4x, sales team can't keep up).

| Client | MRR | Signal | Upsell | Uplift | Confidence | Lead Data Point | Owner |
|---|---|---|---|---|---|---|---|
| Crown Roofing | $8k | Hit $20k cap 3mo in a row, ROAS 5.4 vs 3.0 | Expand paid budget + add LSA management | +$4k MRR | High | "At 5.4 ROAS you're leaving roughly $X/mo on the table by capping at $20k" | AM |
| Mason Tools | $6k | Traffic +220%, requested 3 product pages, capped at 4 posts | Upgrade to 8 posts + product page program | +$3k MRR | High | "Your audience is growing 4x faster than your content — here's the gap" | AM |
| Aspen Build | $5k | Leads 4x, sales team overloaded | Add CRO + lead-qualification flow | +$2k MRR | Medium | "You're winning at the top of funnel — let's stop wasting the leads at the bottom" | AM |

Top 3 this month: Crown, Mason, Aspen. (Tideline excluded — under target, save play not upsell.)

• Never propose an upsell on an account that's underperforming current KPIs — fix performance first or you'll trigger churn
• Lead the pitch with the client's own number, not your service description
• Run this monthly and pair it with capacity check — don't sell upsells your delivery team can't actually staff