Expansion Scout

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.

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.

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.

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.