Name: Expansion Scout
Author: Michael Ewing

object_type

properties

output_variable_name

llm_engine

instructions

heading

output_formatted

format

input_type

input_description

default_value

required

input_name

show_in_agent_settings

settings_only

type

subject

Michael Ewing

AI-powered expansion intelligence for your HubSpot renewal portfolio -- scans every account for upsell, cross-sell, and growth signals with ranked opportunities and revenue estimates.


Expansion Scout

selected_pipeline

account_type_filter

min_deal_size

A single-view summary of your total expansion pipeline potential, top opportunities by estimated revenue, and portfolio-wide expansion rate estimate. Built for the weekly growth review -- forward it directly to your VP or CRO.

Portfolio Expansion Summary

Every account is scanned for six categories of expansion signals: multiple open deals (growing relationship), deal amount increases, new stakeholders added, high health scores approaching renewal (prime for upsell), positive engagement momentum, and won deals in other pipelines. Signals are detected from live HubSpot data, not guesswork.

Expansion Signal Detection

Each expansion opportunity is scored across four dimensions: account health (healthier accounts are more likely to expand), deal size (bigger base means bigger expansion), engagement level (active accounts expand more), and signal strength (how many expansion indicators are present). Opportunities are ranked by composite score so your team works the highest-potential accounts first.

Opportunity Ranking

For each top opportunity: what to propose (upsell, cross-sell, expansion, or tier upgrade), when to approach (timing relative to renewal date), who to engage (stakeholder mapping), and a talk track framing the conversation around the customer's actual usage and relationship signals.

Recommended Approach

Opportunities are segmented into four categories -- Upsell (sell more of same), Cross-sell (sell adjacent products), Expansion (grow seats/usage), and Pricing (upgrade tier) -- so your team can run the right play for each account.

Expansion Playbook

Screenshots

Expansion Scout

Sign up to work with this agent