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Boardroom Answers · Revenue & Global · Business Value & ROI

Walk me through your land-and-expand motion. You have no CS team — what actually moves a customer from Trial to Enterprise?

The question a Chief Revenue Officer (CRO-R) asks.

The short answer

Trial→Basic→Pro→Max→Enterprise is a JTBD ladder, and the product itself is the CS team: an 80%-of-quota signal engine and a 0–100 health score flag every expansion moment automatically.

The full executive answer

The ladder is built into the product’s bones: Trial is free for 14 days with 10 modules and 3 seats; Basic at $149 unlocks 17 modules and 5 seats; Pro at $649 unlocks 44 modules and 10 seats; Max at $1,799 unlocks 66 modules, white-label and PPTX exports, and 50 seats; Enterprise from $9,000/month opens all 68 modules, SSO/SCIM and unlimited seats. Each rung is a natural JTBD graduation — the consultant becomes a programme lead, the programme lead starts briefing the board, the board wants governance across the whole enterprise.

What replaces a CS team is instrumentation. The expansion-signals engine in the codebase classifies four events in real time: a tenant crossing 80% of any quota, a user clicking a feature their tier has locked, hitting the seat cap, and usage milestones — graded info, warm and hot. Alongside it, a deterministic customer-health score from zero to one hundred computes bands — healthy, at-risk, critical — from activity recency, assessments run, seat adoption, feature breadth and quota pressure, and recommends the specific activation, win-back or expansion nudge. A "feature locked" click is scored warm because the user actively hit a wall — that is a buying signal most companies never capture.

Honest state: this is NRR machinery with an N of zero — the code even names NRR as the metric it exists to lift. The compensating control is that the signals fire from day one of the first customer, so I will be selling expansion with evidence, not instinct. Industry NRR benchmarks for top-quartile SaaS sit around 110–120%; that is the bar this plumbing was built against.

Grounded in: NRR benchmarks (best-in-class B2B SaaS ~110–120%); Jobs-to-be-Done — each tier maps to a bigger job the same buyer graduates into.

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