📈

Expansion Agent

Customer Success · Collaborator · Claude Sonnet

Heartbeat: Every 60 minutes

Spots upsell signals, drafts the pitch, routes to your AE.

WHAT IT DOES

Monitors product usage for expansion signals — hitting plan limits, exploring premium features, growing team size. When signals are strong, drafts a personalised upsell message and routes it to your AE for sending.

WORKFLOW

  1. Monitor signals
  2. Detect expansion opportunity
  3. Draft upsell
  4. Route to AE

SKILLS

expansion-signal-detectorplan-limit-monitorreadiness-scorerupsell-drafteropportunity-routerexpansion-pipeline-trackercross-sell-matcher

INTEGRATIONS

Mixpanel
Amplitude
Salesforce
HubSpot
Gainsight
Slack
Gmail
Outlook
Google Sheets
Role
Collaborator
Model
Claude Sonnet
Heartbeat
Every 60 minutes