Subscription Management
Subscription Upgrade
Upgrade to a higher plan
Example customer messages
“I'd like to upgrade from the Basic to Pro plan”
“What do I get if I upgrade? Is it worth it?”
“Can I upgrade mid-cycle or do I need to wait?”
“I need more features — how do I move to a higher plan?”
“Will I lose any data if I upgrade my plan?”
Suggested automations
Send a comparison link for available plans
Process upgrade/downgrade request automatically
Route cancellation requests to the retention team
Send trial extension confirmation