How Account Managers Can Use Userpilot to Boost Renewals

Every account manager knows the most revenue-hurting assumption you can make is to think a customer will keep renewing or expanding their accounts just because they’ve worked with you before.

That’s almost never a given. In fact, Gartner’s research shows companies that rely on existing customer spend as a metric for choosing key accounts are 51% less likely to see increased revenue from said customers.

The real expansion driver is your ability to understand a customer’s changing needs and respond proactively. Or at least evolve with them.

But let’s be honest: that’s easier said than done.

Why? First, let’s unpack why fragmented systems are sabotaging your expansion efforts.

The challenge: Renewals slip when data’s scattered

Scattered data means account managers lose the visibility and timing to prevent churn and drive renewals. Here are three ways this manifests:

You spot risk too late

In my experience, churn seldom happens overnight. And there’s data to back this up. According to Retently, churn creeps in gradually through a mix of poor service experiences, lack of perceived value, unmet expectations, and even competitor poaching.

Sometimes, you can’t trace the root cause unless you speak with the customer directly. But in most cases, the signs were already there.

Sudden dips in feature usage, delayed logins, ignored emails, and stalled support ticket responses are all early signals your tools should be flagging.

But without a unified system, those signals get buried. You might not realize that the same user who stopped using a key feature also hasn’t opened your last three emails, or has stopped interacting with your mobile app altogether.

And even after spotting it, trying to personalize your messages based on these behaviors can be a challenge. You’ll likely need to ask someone from engineering to pull event-based segments or create custom fields. The delay slows momentum and wastes precious time.

Manual processes slow you down

Account management is relationship-driven, and for many AMs, that means juggling spreadsheets, Slack pings, client meetings, and calendar reminders just to stay on top of renewals.

All of these are useful, but they quickly become overwhelming when you’re managing a dozen client accounts and trying to hit aggressive growth targets.

By contrast, an automated process streamlines your workflows and frees you up to focus on the strategic parts of your job.

For example, you can build automated, multi-touch renewal sequences that reinforce product value and deliver timely reminders while you only jump in to book meetings if a client hasn’t responded in time (more on this shortly).

Upsells fall flat

On average, upselling contributes 21% of revenue in companies that actively pursue it, but this strategy only works when your timing is right.

I can’t count how many times I’ve received upsell emails or in-app prompts that say absolutely nothing about my needs in that particular moment.

Of course, then I ignored the messages most of the time. Your customers behave the exact same way!

Without behavior-based triggers, you’ll end up sending generic blasts that rarely convert. And if you continue to send messages they don’t need, your customers may tune out by the time you send something important to their journey.

The solution: Automated, behavior-based journeys that drive renewals

Userpilot empowers account managers to drive revenue by automating engagement across email, in-app, and mobile. Here are four ways our platform helps:

Automate multi-touch renewal reminders

Timing is critical to successful renewal and account expansion. That’s why most AMs try to email customers and book calendar meetings a few days or even weeks before a contract expires.

But those reminders don’t always land at the right moment, and they’re hard to scale manually.

Userpilot helps you automate the entire flow. Using our no-code tools, you can set up multichannel journeys that deliver well-timed, behavior-aware nudges without coming off as pushy.

This reduces the risk of missed renewals, removes your dependency on CRM alerts and spreadsheet trackers, and helps your messaging stay consistent across every account.

Campaign example

Trigger: Renewal date is 30 days out, and account health is strong.

Email (30 days prior):

Subject: Here’s what you’ve achieved this year and what’s next

Hi [First Name],

I hope you’re doing well! As your renewal date approaches on [Renewal Date], I wanted to celebrate everything we’ve accomplished together:

• You’ve [e.g., onboarded 3 new team members]
• You’re actively using [Feature X] to [achieve Y]
• You’ve reduced your manual task time by [Z]%

Our goal is to keep that momentum going and to help you unlock even more value in the year ahead. If you’d like to explore new ways to maximize your plan before it renews, I’m happy to walk through updated features or opportunities.

No action is required to renew; your subscription will continue as-is. But if you’re interested in a review call or upgrading your plan, just reply to this email or book time here: [Meeting Link].

Looking forward to another great year together!

Best,

[Your Name]

Account Manager | [Company]

In-app modal (14 days prior): “Ready to keep growing? Renew now to maintain your current plan.”

Mobile push (3 days prior): “Let’s lock this in! Tap to renew and stay on track.

Trigger upsell outreach at the perfect moment

Remember how we mentioned that generic, mistimed upsell prompts lead to poor conversion and user fatigue?

Some account managers try to solve this by manually coordinating with CS, sales, or marketing teams to figure out when to upsell. It’s a good workaround, but not sustainable if that’s your only strategy.

With Userpilot, you can go beyond manual efforts and trigger upsell campaigns based on live product usage signals, such as when an account hits 90% of its seat limit or maxes out a key feature.

This kind of subtle, behavior-based outreach removes the “salesy” pressure that makes messages feel spammy. Instead, your prompts land as the right help at the perfect time. And the best part? Once you’ve set the conditions, our system takes care of the rest.

Campaign example

Trigger: Customer hits 90% of their project limit on a mid-tier plan.

In-app tooltip (real-time/on next login): “You’re using 9 of 10 projects on your plan. Want more room to grow?”

Email (a few hours later):
Subject: Almost maxed out! Here’s how to stay ahead.

Looks like you’re nearing your project limit. Ready to scale up and unlock more workspace flexibility?

Upgrading takes just a few clicks. See what’s included → [Link].

Mobile push (a day or two later, if the user hasn’t upgraded): “Only 1 project slot left. Tap to upgrade before things get tight.”

Localize renewals at scale

A CSA study of over 8,000 consumers found that 65% prefer content in their native language, and 40% won’t even consider a purchase if it’s not localized.

This means one thing: Your customers are far more likely to engage and convert when your renewal reminders or upsell nudges speak their primary language.

Userpilot lets you do this in a few clicks. Using built-in tools, you can automatically localize your content at scale, no-code, in over 30 languages, without creating separate campaigns.

Access unified analytics to see what really works

Userpilot’s unified analytics helps you connect the dots between messaging performance and product behavior. It goes beyond basic metrics like open rates and click-throughs to give you a deeper view of how your outreach actually drives action.

You can link email engagement with in-app behavior to see how campaigns influence your core KPIs. For example, after triggering a multi-touch cross-sell sequence, you can track how many users returned to your app from specific emails, what percentage purchased an add-on, and how many continued engaging afterward.

With this level of visibility, it’s easier to optimize your flows and tailor your follow-ups. And with fully customizable dashboards, you can surface the exact data points that matter to your team, all in one place. No more toggling between five different tools just to answer a simple question.

Make every account count with Userpilot

Driving renewals and expansion doesn’t have to mean juggling disconnected tools, chasing down data, or guessing when to reach out.

With an all-in-one product growth platform like Userpilot, you can build automated, behavior-based journeys that engage the right accounts at exactly the right time. Userpilot frees you up to focus on more strategic work, while giving you the flexibility to test what channels and messages actually move the needle.

Ready to see our platform in action? Book a demo today.

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