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Grow the accounts you already won.

Score the book, work the best accounts, and protect the renewals.

11 skills, curated by hand.

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Run this playbook on your company.

Swan works through all 3 steps for your company, starting with step 1.

01 · Score the book

Find who is ready to grow and who is at risk.

Nightly health tiers from product usage, a weekly ranked upgrade list, and the signal scans and actions that follow.

Deals0

Amos Bar-Joseph

getswan.comCEO & Co-Founder

Customer health tiers

Use this skill to run a nightly health check across every paying customer from product usage, and to replace a single blended health score with three separate reads: lifecycle phase (activating, established, churned), risk tier and expansion tier, each high, medium or low. It applies explicit rules (went dark, never activated, key setup step missing, usage down month over month, output nobody reviews, repeated top-ups, a cheaper plan at their volume), writes all three to the CRM, alerts the owner the moment an account turns high risk or high expansion, opens one expansion deal per account, and sends a weekly digest. Also answers "customer health score", "churn risk model", "which customers are at risk", "usage-based expansion signals".

Deals0

Ariel Cohen

getswan.comFounding Growth Engineer

Weekly expansion scan

Use this skill to run a weekly pass over every paying customer and decide which ones the team should talk to about upgrading this week. It scores each closed-won account on account tier, ACV potential, the gap between what they pay and what an account their size should pay, headcount against price, and how fast they are burning through their plan, sorts them into Critical, High and Medium urgency, and posts a ranked digest with a named contact, the signal and a concrete suggested reach-out for each. Works across the whole book in one run, rather than scoring one account at a time. Also answers "who should we upsell this week", "expansion digest", "which customers are outgrowing their plan".

Deals0

Yoni Tserruya

lusha.comCo-Founder & CEO

Customer health scan

Scan a full book of business for expansion and churn risk signals in one pass. Takes a customer account list and returns a ranked brief — expansion signals at the top, churn risk flagged for immediate action. Verifies key contacts are still in seat and surfaces a recommended action for every account that moved. Requires a Lusha connection.

Deals28

Ariel Cohen

getswan.comFounding Growth Engineer

Customer expansion scoring

Use this skill when scoring a paying customer (closed-won account) for expansion. It evaluates product usage depth, persona quality, and expansion headroom to produce an expansion tier with short actionable reasoning. Designed as a sub-skill of your lead-scoring methodology — the parent runs the ACV assessment first and this returns a tier to it.

Deals0

Omer Levy

lusha.comGTM AI Solution Architect

Customer health actions

Use this skill to run a customer book through the full health workflow: Lusha scans expansion and renewal-risk signals, each customer is classified (READY, WARM, HIGH RISK, MIXED-STATE, STABLE), and a role-specific Gmail draft is prepared for every account that needs action - expansion outreach for READY, executive escalation for HIGH RISK. Drafts are created only after you approve the list, and nothing sends itself. Requires Lusha and Gmail connections.

Deals1

Jeremy Hurst

getswan.comVP of Autonomous GTM

Account health audit

Use this skill when you need an on-demand health check of a trial or customer account — before a renewal conversation, when adoption looks shaky, or when a champion goes quiet. It audits five lanes from real data: what the account is actually solving for, lead scoring and qualification integrity, alerting coverage, messaging architecture, and user adoption trends. The output is a tight, evidence-only report with hard numbers on every gap and a concrete intervention mapped to every flag — no hedging, no filler. Built for vendors whose product runs their customers' GTM workflows: the audit reads the account's scoring, sequencing, and messaging configuration inside your own platform.

02 · Work the account

Build the case to expand.

A deep workup of one customer's expansion potential, outreach hooked on their own usage, and proof of what they already got.

Deals1

Jeremy Hurst

getswan.comVP of Autonomous GTM

Expansion opportunity analysis

Use this skill when you want a deep-dive on a single existing customer's expansion potential — not a portfolio scoring pass, but the full account workup: an adoption and health read, a commercial analysis that decomposes their real spend and consumption, and two priced proposals anchored on trailing usage. It ends with a concrete expansion play: which signal pattern applies, who on the buying committee to approach with which role-matched gap, whether the timing is right, and a draft motion queued for human approval. Run it on accounts your scoring or intuition has already flagged as worth the effort.

Deals0

Jeremy Hurst

getswan.comVP of Autonomous GTM

Expansion plays

Use this skill when writing outreach to grow an existing paying customer: a plan upgrade, a new use case or a deeper rollout. It picks one of five plays from the signal behind the conversation (repeated top-ups, the customer asking for more, a history of upgrades, a usage ceiling plus an in-product signal, or a good relationship with low value realized), and writes a short sequence hooked on what the customer is doing in the product or said on a call, never a cold pitch. Every sequence waits for approval and ends with an internal alert to the account owner, not a sixth pitch. Also answers "upsell email", "write expansion outreach", "how do I pitch an upgrade to a customer".

Pricing27

Manny Medina

paid.aiFounder & CEO

ROI proof generator

Use this skill when a renewal, QBR, or expansion conversation is coming and the user needs to prove what their AI agent actually delivered — "build the renewal deck," "show ROI for this account," "the buyer is asking what they got for the money." Turns raw agent activity into a renewal-ready value receipt: tasks completed, hours returned, cost avoided, and the ROI multiple, in the customer's own numbers. Built on Manny Medina's billing-first ROI approach: agents are cognitively invisible to the people paying for them, so their value has to be made explicit — continuously, not just at renewal.

03 · Protect revenue

Save the renewals and design the system.

A save motion that starts at T-120 and an expansion system that lifts NRR.

RevOps0

Rutger Katz

neontriforce.comFounder @ Neon Triforce — AI-Ready Revenue Systems

Renewal save motion

Run the defensive counterpart to expansion: a structured save motion for at-risk customers and a renewal runbook that starts at T-120, not the week the contract ends. Triggers on 'renewal at risk,' 'customer went quiet,' 'churn save,' 'save play,' 'they stopped using the product,' 'champion left the account,' 'renewal coming up,' 'GRR is slipping,' 'downgrade request,' 'cancellation notice,' 'win the renewal,' or any situation where a health signal fired and the team's only play is a discount and a prayer. Entry condition: a risk flag already exists (from a health scan, usage drop, champion departure, or a blocked expansion attempt). BOUNDARY: customer-health scanners DETECT risk across the base; this skill executes the intervention on one flagged account, starting where their output ends. Expansion analysis is the offense on healthy accounts; the two are mutually exclusive on the same account at the same time, and an expansion attempt blocked on inactivity is precisely the handoff INTO this skill. cs-operations owns the full CS org design (segmentation, staffing, QBR cadence); this skill is one motion inside that system, not the system.

RevOps28

Rutger Katz

neontriforce.comFounder @ Neon Triforce — AI-Ready Revenue Systems

Expansion revenue architecture

Design and install expansion revenue systems improving NRR and GRR for B2B SaaS. GRR/NRR diagnostic, expansion motion architecture, whitespace analysis, CS-Sales handback, renewal pricing, and 90-day NRR programs. Trigger on 'NRR improvement,' 'GRR strategy,' 'expansion revenue,' 'upsell cross-sell,' 'whitespace analysis,' 'CS expansion,' 'net revenue retention,' 'right side of the bowtie,' 'land and expand,' 'expansion is accidental,' 'CS doesn't own revenue,' 'we keep discounting renewals,' 'health score,' 'time to value,' 'customer advocacy,' 'usage-based pricing NRR,' 'account penetration,' 'second-order revenue,' or 'CSM coverage model.' Also use when NRR below 110% or GRR below 90%. Designs full expansion engine connecting health scoring, signals, whitespace, CS-Sales handbacks, and dashboard tiles. BOUNDARY: For CS operations, see cs-operations. For pricing and consumption billing operations, see pricing-monetization-ops. For handoffs, see revops-handoffs.

Run this playbook on your company.

Swan works through all 3 steps for your company, starting with step 1.