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Verslay
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Sales

Stripe Expansion Revenue Finder

Find expansion revenue hiding in billing data.

Helps sales and success teams turn Stripe payment history into concrete upsell and annual conversion opportunities.

Best forProfessional ServicesSaaS
Agents7 required
Duration5-10 minutes

Segments customers by spend, plan, usage proxy, and payment behavior to surface upgrade and expansion candidates.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Call verslay_recall to retrieve prior expansion trigger thresholds, upsell history, and customer tier definitions stored in memory. Pull all active Stripe subscriptions: extract customer ID, plan name, MRR, subscription start date, billing interval, and usage metadata if available. Identify customers approaching usage limits or on entry-tier plans with high revenue potential. Produce an expansion candidate manifest as Phase 1 output.

payment scanner
02

Consume Phase 1 candidate manifest. Analyze payment behavior signals: subscription upgrade history, one-time purchase frequency, average invoice growth rate over 90 days, and churn risk indicators (failed payment history). Score each customer on a revenue-expansion readiness index. Produce a payment-behavior scorecard.

stripe revenue operations analyst
02

In parallel with stripe-revenue-operations-analyst, call verslay_news_search on each expansion candidate's company to surface growth triggers: funding rounds, new product lines, or hiring announcements that signal budget availability. Call verslay_web_search for company size and technology footprint updates. Produce a company-growth signal card per customer.

web researcher
03

Consume Phase 2 payment-behavior scorecard and company-growth signal cards. For each candidate, identify the optimal expansion path: plan upgrade, add-on purchase, annual billing conversion, or volume seat expansion. Estimate incremental MRR per expansion path. Produce a ranked expansion opportunity table.

upsell finder
04

Consume Phase 3 expansion opportunity table. Calculate total expansion MRR potential, payback period, and confidence-weighted forecast. Call verslay_chart_create to generate an expansion waterfall chart by opportunity type and a customer tier migration funnel. Produce a revenue impact data package.

data analyst
05

For each top-ranked expansion opportunity from Phase 3, draft a personalized upgrade or upsell email: reference the customer's usage pattern, the company growth signal from Phase 2, and the specific plan benefit. Produce ready-to-send email drafts per customer.

email writer
06

Receive email drafts and expansion opportunity table from Phases 4 and 5. Send expansion emails to customers via the configured channel. Deliver the revenue impact report and waterfall chart to the revenue or CS lead. Call verslay_memorize to store updated expansion trigger thresholds and cycle results in memory. Confirm all deliveries.

distributor

Required Agents

7
  • payment-scanner
  • stripe-revenue-operations-analyst
  • web-researcher
  • upsell-finder
  • data-analyst
  • email-writer
  • distributor

Connections

Required

stripe

What it does

  • Customer value segmentation
  • Expansion signal detection
  • Annual-plan candidates
  • Upgrade talk tracks
  • Revenue opportunity estimate

Example prompt

Find Stripe customers who may be ready to upgrade or move annual. Include signals, value, and outreach angles.

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