Join up the account
Bring permitted product usage, customer goals, support context and account changes together. Keep the customer’s intended outcome in view.
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Expand current accounts.
Connect usage, customer goals and business changes to find where another team, product or use case could genuinely help.
The problem worth solving
An existing customer may be growing beyond its current setup. Sales and customer success often see different parts of that story, so an appropriate expansion conversation comes too late or with too little context.
How the work connects
Check the opportunity
Look for adoption across new teams, increased demand or a relevant new use case. Distinguish healthy expansion from a customer struggling with its current product.
Support the conversation
Give the account owner an evidence-backed brief and a relevant next action. Track whether the customer sees value and whether the opportunity progresses.
What changes for your team
Expansion becomes a better-timed customer conversation, grounded in what the customer needs and can benefit from.
How we would measure it
Accepted expansion opportunities, additional recurring revenue and adoption after expansion. Check customer outcomes alongside commercial results.
We agree the scope, baseline and responsibilities before building. These are possible interventions, not a claim of achieved client results.