CSMs & Leaders

Find the upsell opportunities hiding in your portfolio

Ranked expansion opportunities with revenue estimates and recommended approach

Get This Agent — $5/mo

3 free runs to try first. No credit card required.

Or get all agents for $25/mo

Renewal Expansion Scout

Surface expansion opportunities automatically

What you get

Ranked expansion opportunities with revenue estimates and confidence scores

Signal analysis across 6 categories: growing relationships, deal increases, new stakeholders, and more

Recommended approach per opportunity: what to propose, when, and who to engage

Opportunities categorized as Upsell, Cross-sell, Expansion, or Pricing upgrade

Delivered in under 2 minutes. Run monthly to identify and prioritize expansion opportunities across your book.

How It Works

Up and running in under 2 minutes

Connect HubSpot

One-click OAuth. Read-only access to deals, contacts, and engagements. Works with any HubSpot tier.

Agent Scans for Expansion Signals

Analyzes your entire portfolio for 6 signal types: growing relationships, deal increases, new stakeholders, high health near renewal, engagement momentum, and cross-pipeline wins.

Get Your Expansion Pipeline

Ranked opportunities with revenue estimates, recommended approach, timing, and the right stakeholder to engage.

The Difference

Stop guessing. Start knowing.

Without Renewal Expansion Scout

Expansion opportunities discovered by accident or during renewal conversations

No systematic way to identify which accounts are ready to grow

CSMs own upsell but have no tools to find opportunities

Revenue expansion targets with no data on where the opportunities are

With Renewal Expansion Scout

Every expansion opportunity in your portfolio ranked and scored

Six signal types analyzed — not just gut feel about who might expand

Specific approach for each opportunity: what to propose, when, and to whom

Expansion pipeline built from data, not guesswork

Capabilities

What's Inside

Expansion Signal Detection

Scans for 6 signal categories: growing relationships, deal increases, new stakeholders, high health near renewal, engagement momentum, and cross-pipeline wins.

Opportunity Scoring

Each opportunity scored across account health, deal size, engagement level, and signal strength.

Recommended Approach

What to propose, when to approach, who to engage, and a talk track for each opportunity.

Expansion Playbook

Opportunities categorized as Upsell, Cross-sell, Expansion, or Pricing upgrade with the right play for each.

Built for you if…

●

You're a CSM who owns upsell and cross-sell and needs to find opportunities systematically

●

You're a CS leader with expansion revenue targets and no tool to identify opportunities

●

You're in a role where renewal and expansion happen in the same conversation

●

You want to be proactive about growth instead of waiting for customers to ask

One identified expansion opportunity can be worth $10K-$50K+. This agent is $10/mo.

Get This Agent — $5/mo

3 free runs. No credit card. Cancel anytime.

Common Questions

Read-only access via OAuth to deals, contacts, companies, and engagement history. We never modify your data.

Under 2 minutes. Connect HubSpot and get your ranked expansion opportunities across the full portfolio.

Six categories: growing stakeholder relationships, deal amount increases, new contacts added, high health scores near renewal, positive engagement momentum, and wins in other pipelines.

Yes. Each opportunity includes a revenue estimate based on current deal size, signal strength, and expansion type (upsell, cross-sell, or pricing upgrade).

Yes. Cancel in one click on agent.ai. No contracts, no minimums. Your first 3 runs are free.