Send upgrade notice when account reaches allocation limit

Your sheet flags accounts at full allocation, pausing proactive chat and stalling upgrades. Accounts resume service and capture the next billing cycle when you send a timely upgrade email.

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Overview

When accounts hit their lead allocation, proactive chat pauses and upgrade revenue stalls; that gap costs both retention and growth. This workflow turns sheet flags into timely, personalized upgrade offers so your customer success team can recover revenue and restore service within a billing cycle.