Expansion is 5-7x cheaper than new business.
Expansion conversations shouldn’t be reactive. HockeyStack surfaces the signals that predict growth and puts the right play in front of your team before renewal.

The expansion countdown today starts when a CSM checks the renewal calendar. By then, signals have come and gone.
Month 0: Deal Signed
Month 3: QBR
Month 6: QBR
Month 9: QBR
Month 10: Send Contract
Month 12: Discount
Month 12: Churn

Month 0: Deal Signed
Month 2: Onboarding complete
Month 3: Expansion Signal
Month 4: New feature introduced
Month 4: Expansion contract sent
Month 5: New users added
Month 6: QBR
Month 7: Expansion closed
Month 8: Second team onboarded
Month 8: New Executive sponsor identified
Month 9: Second expansion signal
Month 10: Renewal contract sent
Month 12: Renewed + expanded
The best upsell conversations happen months before renewal, when usage is spiking and new teams are adopting. HockeyStack makes sure you never miss that window.



What your CSM sees


What HockeyStack sees
Frequently Asked Questions
HockeyStack learns the winning processes of enterprise revenue teams and deploys Revenue Agents to execute them across new business, prospecting and expansion.
Revenue Agents are AI Agents that execute your revenue process at scale. They monitor every live deal against the patterns that have historically won, identify where deals deviate from the optimal path, execute autonomously, and loop in your reps when they need to take action.
The Blueprint is the model of how your company wins deals, mined from your data using an ML pipeline. It's built by analyzing every won and lost deal, every touchpoint, and every signal in your data to surface specific, validated patterns.
Most sales AI tools record and interpret calls, read CRM fields and predict outcomes, or take a prompt, hit it against whatever context is available, and produce a best-guess output.
HockeyStack is built on a fundamentally different architecture. We ingest every signal across your entire sales stack, preserve the full sequence and causality of every interaction, mine the patterns that actually drive outcomes, and then deploy agents that execute against that blueprint. The agents are following a validated, data-grounded process.
Many successful revenue teams have built parts of it internally. Most internal builds focus on narrow use cases like research summaries, account plans, and meeting prep.
To do what HockeyStack does you'd need to build an event-chain model, a ML pipeline that mines winning patterns, an orchestration layer, & deploy thousands of agents across every account and open deal that maintain GTM context and rep specific memory. Then, you’d need to sync back to Salesforce, rep, and manager interfaces.
We estimate that's a 3-year engineering project, and the token costs alone would exceed what you'd spend on HockeyStack.
The deeper gap: internal builds don't self-learn, don't carry cross-customer intelligence from hundreds of implementations, and have no SLA for when your process changes.
Revenue teams are typically using HockeyStack Revenue Agents within weeks of implementation. There's no manual playbook to configure: your Blueprint is generated from your existing data automatically. Most customers see task completion rates above 80% within the first two weeks, and the system compounds from there: every completed task, dismissed suggestion, and closed deal makes the Blueprint more precise.
Revenue Agents are powered by the Blueprint, which adapts automatically. It's not a static set of rules that someone has to manually update, it's a machine learning model that continuously learns on new outcomes.
HockeyStack connects to your CRM (Salesforce, HubSpot), call recording tools (Gong, Zoom), email, calendar, outreach platforms, and revenue marketing tools. The more data sources connected, the richer the Blueprint and Revenue Agent outputs.
HockeyStack is SOC 2 Type II certified, audited by independent US-based third parties. Customer data is encrypted in transit and at rest. We do not train models on customer data. For enterprise-specific security requirements, contact our team or visit our Trust Center.




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