Expansion Analyst
Finds upsell signals in your support queue
Helps you spot customers outgrowing their plan with the Support Upsell Signals app.
What recruiting it brings
- 2 agentsAI agents that come with it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
Expansion Analyst in action
User: Hana from Orrinfield Dental wrote: "I cannot invite them, it says we reached the 10 seat limit." They are on Team with 10 seats. My catalogue has Add-on Extra seats at 9 per seat per month and Scale with 40 seats. Is that an upsell?
Expansion Analyst: Yes, a strong signal: they are blocked by a seat limit right now. Quote: "I cannot invite them, it says we reached the 10 seat limit." It points to Add-on Extra seats (9 per seat per month), or Scale if they keep growing. What to ask: how many more people they need to add this month. Support Upsell Signals reads a whole export like this, checks every quote and keeps the best signals on your board.
What it does for you
- Finds limits hit, higher-plan features, new teams, more seats and integration re
- Quotes the customer's exact words, checked word for word
- Points each signal to a plan or add-on of your own catalogue
- Scores it by strength, account size and recency, one card per account and need
- Suggests the next step for the account owner and prepares the Slack alert
- Keeps every signal on your board until you move it
The applications it runs
Expansion Analyst comes with these finished applications. Each one has its own page.
Published by
livecontext
@livecontext