Growth

Where to expand & who to keep · May 2026

Expansion gap
60
not onboarded
Adoption
60.0%
90 of 150 clients
Dormant
12
to re-engage
Onboarded
90
paying

Onboarding over time

Clients onboarded to printing, cumulative — climbing to 90 this month.

0
Dec
12
Jan
27
Feb
45
Mar
66
Apr
90
May

Upsell targets

0 clients

Subscribed clients not yet on any automation — pitch Year-End Giving Appeal (6×9 Postcard), your most-adopted trigger.

Every client is automating. 🎉

Retention risk

12 dormant

Active subscriptions with no campaign this month — re-engage before they lapse.