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Resource · Section 3 of the Playbook

The Upgrade Routing Library

30+ upgrade scenarios organized into 11 customer categories.

Match each shared hosting customer to the plan they actually need, instead of pushing everyone to the same VPS tier.

How to use this library
Each section is annotated

Review all 11 categories

Skim the full library first. The categories build a complete picture of who is in your shared base.

1. WordPress Sites

Single WP site, non-technical owner, hitting performance limits

2. Multi-Site Aggregators (Non-Agency)

3 to 8 sites on shared, non-technical, wants same control panel

3. Ecommerce

WooCommerce small store (under 500 products)

4. Agencies and Freelancers

Starter agency (1 to 9 client sites)

5. Developers and Technical Users

Solo developer running staging environments

6. SaaS and Application Hosting

SaaS founder, early stage (under 1,000 users)

7. Seasonal and Event-Driven

Tax or accounting service (January to April spike)

8. Content and Media

Video-heavy or streaming site

9. Community and Institution

Forum or community platform (Discourse, phpBB)

10. Compliance and Regulated Industries

Healthcare or medical (HIPAA scope)

11. Behavioral Signal Triggers (Cross-Cutting)

Hitting CPU caps repeatedly (5+ days per month)

Pro tip · One offer per route, not one offer for all

The mistake most providers make is building a single "Upgrade to VPS" offer and sending it to every shared customer. That works for almost no one. Each route in the library above needs its own positioning, its own pricing anchor, and its own customer story.

Start with the route that matches the largest segment in your base. Build one campaign end-to-end (landing page, email sequence, offer). Measure conversion. Then layer the next route. Three or four well-built routes outperform one generic campaign by 5 to 10x in our experience.