06Sales

Expansion Opportunity Finder

Every account in your book gets continuously scored for upsell, cross-sell, and seat-expansion — with a one-paragraph brief telling the AM what to pitch and when.

The problem

Expansion ARR is 30-40% of net-new in best-in-class B2B SaaS, yet most account managers spend more time defending renewals than driving expansion. The signals that matter — usage growth, new-team adoption, support-ticket pattern shifts, exec changes at the customer, fresh funding, hitting plan-tier limits — sit in five different tools and nobody is stitching them together. By the time anyone notices an account is ready for a Tier-2 conversation, the customer has either bought from a competitor or quietly capped their usage.

Typical leak: $200K-1.5M/yr in unrealized expansion ARR per $5M ARR book · expansion ARR is 30-40% of net-new in best-in-class SaaS · 60% of expansion is signal-driven, not relationship-driven

Expansion ARR per AM book + net-revenue retention

20-35% lift in expansion ARR; 105-115% NRR achievable on signal-driven expansion vs. 95-100% relationship-only

OpenView SaaS Benchmarks 2024; Bessemer State of the Cloud

Integrates with

HubSpotSalesforceMixpanelAmplitudePostHogHeapZendeskIntercomGongStripeSlackClauden8n

How it works

Agent · Expansion Opportunity Finder

Account loaded · Acme Corp · $144K ARR

Mixpanel · Workflows usage 3x

Zendesk + Gong · no negative signals

Claude drafts expansion brief

Routed to AM Eli with talking points