Expansion Signal Spotter

Description

Monitor existing customer accounts for upsell and cross-sell signals: team growth on LinkedIn, new job postings, product usage patterns, funding announcements, and public company news. Produces a weekly expansion opportunity list with context and talk tracks. Chains web search, LinkedIn profile monitoring, and job posting detection.

What this skill does

1. 1Scan each customer account for hiring signals in your product's domain, adjacent department roles, and VP-level leadership additions.
2. 2Detect funding announcements, revenue milestones, and acquisition news that indicate budget availability for tool upgrades.
3. 3Flag internal usage signals — accounts approaching plan limits, new feature adoption, power user emergence, and multi-department usage.
4. 4Score each opportunity by signal strength, account value, and timing freshness, then tier into Hot, Warm, and Watch categories.
5. 5Generate a talk track per Hot and Warm account that connects the detected signal to an expansion pitch, with timing rationale and risk factors.

When to use

• You want to prioritize which customer accounts to call this week for upsell before they outgrow their current plan.
• A customer just announced a funding round and you want to reach out with an expansion conversation before the post-raise buying window closes.
• A champion at a key account has been promoted and now controls a larger budget than when they first bought.
• Running a weekly CS review and need a structured expansion pipeline rather than relying on account managers to surface opportunities manually.

Tools used

Frequently asked questions