Respond to a customer asking about an upsell or expansion
Reply to an existing customer asking about more seats, a higher plan, or a new module. Revo pulls account data, current plan, usage, and pricing terms.
Customer says they want to add 8 more seats. Revo opens the account, sees the current plan, current MRR, contract end date, and usage trajectory. It computes the prorated price, the upgrade scenario if they cross a tier boundary, and any contractual constraints (annual lock, mid-term amendment fees).
The drafted reply confirms the math, proposes the next step (sign here for self-serve, jump on a call for tier change, talk to billing for amendment), and Revo logs the expansion opportunity in your CRM so it actually shows up in your number. No more 'I'll get back to you with pricing' delays that kill momentum.
- 1
Read the ask
More seats, higher plan, new module — classify the expansion type.
- 2
Pull account context
Current plan, MRR, contract end date, usage, billing history, account exec on file.
- 3
Compute the math
Prorated cost, tier impact, contractual constraints, total ACV change.
- 4
Draft the reply
Confirm the ask, share the price and terms, propose the next step.
- 5
Log the opportunity
Open or update an expansion opp in CRM with stage, amount, and close target.
.svg.png&w=96&q=75){kind=small}
Related actions
More tasks Revo can take off your plate.
Draft a proactive renewal conversation
Pull usage trends, support volume, and prior QBR notes, then draft the warm renewal opener that anticipates the customer's questions.
Draft the follow-up after a discovery call
Recap the call, restate the prospect's priorities, attach the right collateral, and propose the next step. minutes after the call ends.
Schedule a candidate interview across the panel, end to end
Revo finds slots that work for the candidate and the interviewers, sends the invite, and drafts the prep packet.
Respond to a scope or price question on an existing proposal
Revo opens the original proposal, reads the question, and drafts the answer with the right scope language and the right price tied to it.
Thank and update the CPA or attorney who referred the client
Revo finds the referral source, drafts a warm thank-you, and keeps them looped at engagement and tax-season completion.
Respond to a peer attorney asking for a referral
Revo checks your capacity, your practice fit, and your conflicts in seconds. then drafts a reply that takes the matter or makes the right hand-off.
Try this on your inbox
Free 7-day trial. Cancel anytime.