Growth

Where to expand & who to keep · May 2026

Expansion gap
24
not onboarded
Adoption
63.6%
42 of 66 clients
Dormant
4
to re-engage
Onboarded
42
paying

Onboarding over time

Clients onboarded to printing, cumulative — climbing to 42 this month.

0
Dec
5
Jan
12
Feb
21
Mar
31
Apr
42
May

Upsell targets

0 clients

Subscribed clients not yet on any automation — pitch Annual Enrollment (AEP) (6×9 Postcard), your most-adopted trigger.

Every client is automating. 🎉

Retention risk

4 dormant

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