Expansion

Score the book, prove the ROI, and grow the accounts you already won.

8 skills, curated by hand.

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Deals27

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.

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.

RevOps25

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.

Deals1

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.

Pricing0

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.

Deals24

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.

RevOps1

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.

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.