Expansion Agent
Surface the buying signals hiding in your product data.
Finds accounts outgrowing their plan and briefs the AE with the ARR delta attached.
How it works:
- Spots power users on lower plans
- Matched to your pricing tiers
- Upgrades traced back to the signal
No false positives, a Pro customer asking about a Pro feature is just a question.
A Product usage
CRM data
Subscription
Calls
Emails
Expansion signal Acme
Trigger top 10% by active users
Plan Starter → Pro
Delta +$120 / mo
Skill Power Usage
routed to → AE
Slack
HubSpot workflow
CRM workflow
Community Skills
Opportunity detection Convert high usage to revenue
Heavy usage on a small plan. Route an upgrade brief to the AE.
To AE Use skill →
Opportunity detection Capture API-limit upsells API cap reached. Surface a tier upgrade with the ARR delta.
To AE Use skill →
Opportunity detection Capture usage-limit upsells Usage limit hit. Route an upsell brief the day it happens.
To AE Use skill →
Opportunity detection Capture user-limit upsells Seat limit reached. Route a seat-expansion brief.
To AE Use skill →
Opportunity detection Convert team growth to revenue The team is growing. Turn seat growth into expansion revenue.
To AE Use skill →
Opportunity detection Capture expansion intent A buying signal buried in a ticket. Route to the AE with context.
To AE Use skill →