SALES
Trial Overperformance to Early-Expansion Signal
Flags trial or starter-plan accounts whose usage in Snowflake exceeds typical paid-account benchmarks.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionBenchmark trial usage against paid median in SnowflakeSnowflake
- LogicKeep accounts beating paid median on 2+ metrics
- ActionLog early-expansion signal row in CodaCoda
- OutputNotify AE with benchmark gap in SlackSlack
What it does
Identifies accounts on a trial or starter plan that are already using the product harder than a typical paying customer, surfacing them as early-expansion candidates ripe for a tier conversation before they even ask.
When to use it
Use this when you want to catch overperforming low-tier accounts that are clearly outgrowing their plan. Ideal for PLG teams that track usage benchmarks in Snowflake and coordinate plays in a Coda doc.
How it works
- 1A daily schedule starts the run.
- 2A Snowflake query compares each trial/starter account's key usage metrics against the median for paid accounts.
- 3A logic step keeps accounts exceeding the paid median on two or more metrics.
- 4A Coda step appends an early-expansion signal row with the metric-by-metric comparison as proof points.
- 5A Slack step notifies the assigned AE with the benchmark gap and a suggested upgrade ask.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect CodaDocs, packs, automations.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.