Building Your Expansion Machine
Identify expansion motions
What are your expansion opportunities? Seat expansion, pricing tier, add-on products, new use cases?
Score expansion-ready accounts
Which accounts are ready now? Use engagement, satisfaction, and revenue trajectory.
Build playbooks per motion
For each expansion motion, define: triggers, messaging, timing, owner (sales vs CS).
Execute and iterate
Run expansion campaigns. Track win rates. Refine messaging. Scale what works.