Find the upsell opportunities hiding in your portfolio
Ranked expansion opportunities with revenue estimates and recommended approach
Everything included. Cancel anytime.
Expansion Scout
Ranked expansion plays hiding in healthy accounts
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.
Live demo · sample data from a real CRM we connected
See Expansion Scout on a real-shaped portfolio.
Pick a sample book. Run the agent. See the output it would produce, in the same shape as on your real CRM.
Most CSMs see only their at-risk accounts. This finds the upsells hiding in the healthy ones.
Click “Run on sample” to see the output Expansion Scout produces.
Output renders the same way on your real CRM data. This preview uses sample accounts.
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 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 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+.
$25/mo/mo founder rate · everything included · 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 anytime. No contracts, no minimums. Your first 3 runs are free.
Subscribe and see results in 2 minutes
Connect your CRM and Expansion Scout goes to work across your portfolio. The results land in your Inbox to review and release. Cancel anytime · no per-token costs.
Everything included. Cancel anytime.
$25/mo/mo founder rate · everything included · see pricing