Identify expansion opportunities

Expansion opportunities hide in your data. Look for high usage of specific features, engagement with advanced content, team growth, budget cycles and accounts hitting plan limits.

Identify expansion opportunities

Introduction

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Set expansion triggers

Expansion triggers alert when customers are ready. Set notifications for usage above 80 percent of plan, adoption of pro features, team size growth and engagement spikes.

Playbook

Upsell opportunities

Identify expansion opportunities by analysing usage data. Set automated triggers for buying signals. Develop upsell frameworks that frame growth as mutual benefit. Run targeted expansion campaigns.

See playbook
Upsell opportunities
Tools

Relevant tools

HubSpot
Tool

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Amplitude
Tool

Amplitude

Product analytics for events, funnels and cohorts, useful when you need to see how users move and where they drop in product journeys.

Fireflies.ai
Tool

Fireflies.ai

AI note taker that records meetings, creates notes and pushes them to the CRM so follow up is clear.

Notion
Tool

Notion

All in one workspace for docs, wikis and lightweight databases, ideal for playbooks and knowledge.

Growth wiki

Growth concepts explained in simple language

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