Expansion
Opportunity Finder
Proactively identify and prioritize expansion opportunities within the existing customer base.
When It Runs
Triggers determine when your agent runs. You can choose between two options:
- Manual: Run the agent on demand. Best for one-off analyses or actions you want full control over.
- Scheduled: Run the agent automatically at a set frequency (e.g., daily, weekly). Best for recurring workflows where you want results ready without any extra effort.
Set it to run daily or weekly so your account managers always start their day with a fresh, prioritized view of the highest-value actions they can take to move deals forward with no manual effort.
Where It Delivers
“Actions” answer the question: Where do we want to send the agent output?
You can choose between 4 options:
- Slack Send Message – posts the result into a Slack channel so your team sees it instantly
- Sync To Salesforce – saves the result directly into your Salesforce CRM
- Create Task – turns the result into an actionable to-do item for a rep to follow up on
- Webhook Send – sends the result to any other tool or system you use (it's a universal connector for apps not listed here)
Set it to create a task for each AM so they always have a clear, prioritized action waiting for them. No more digging through notes or CRM fields to figure out what to do next!
How It Thinks
The contract is where you tell the agent what to do in plain English. Think of it as writing instructions for a new team member!
Below is the contract for the Expansion Opportunity Finder:
Expansion Opportunity Finder
Proactively identify and prioritize expansion opportunities within the existing customer base.
Analyze All Active Customers:
1. Usage & Adoption Signals:
- Product usage trends (increasing, stable, declining)
- Feature adoption breadth and depth
- User seat utilization (% of licenses used)
- Power users vs. casual users ratio
- New user additions in last 30/60/90 days
- API usage and integration activity
2. Engagement Signals:
- Champion engagement levels
- Executive sponsor involvement
- Support ticket trends (more questions = more usage)
- Community/forum participation
- Event attendance and webinar engagement
- Content consumption (especially pricing/upgrade content)
3. Business Signals:
- Company growth indicators (hiring, funding, news)
- New departments or teams that could use the product- Contract renewal date proximity
- Previous expansion conversations or requests
- Competitive mentions or evaluations
4. Timing Signals:
- Budget cycle alignment (fiscal year end, Q4 planning)
- Upcoming renewal (expansion before renewal is easier)
- Recent success milestone (case study opportunity = expansion moment)
5. Score & Classify Opportunities:
Expansion Types:
1. Seat Expansion: High utilization, user growth, department spread
2. Tier Upgrade: Power feature usage, hitting plan limits
3. Cross-sell: Adjacent use cases, complementary products
4. New Department: Different teams showing interest
5. New Region/Geo: International expansion of customer
6. Priority Score (1-100):
- Usage growth velocity: 30 points
- Executive engagement: 20 points
- Business growth signals: 20 points
- Timing alignment: 15 points
- Previous expansion interest: 15 points
7. Generate Recommendations:
For each opportunity:
- Customer name and current ARR
- Expansion type and estimated value
- Priority score and reasoning
- Key signals that triggered identification
- Recommended approach and talk track
- Best contact to engage
- Suggested timeline
Output: Prioritized list of expansion opportunities with specific action plans for the CS and Sales teams.
What It Creates
Ready To Try For Yourself?
HockeyStack turns all of your online and offline GTM data into visual buyer journeys and dashboards, AI-powered recommendations, and the industry’s best-performing account and lead scoring.
