The “Expansion Signal” Spotter

💰 *EXPANSION OPPORTUNITY DETECTED*
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**Account:** {{company_name}}
**Current ARR:** {{current_arr}}
**Potential Expansion:** {{expansion_estimate}}
**CSM:** {{csm_name}}

**Opportunity Score:** {{score}}/10 ⭐
**Timing:** {{timing_indicator}}

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## 📊 Signals Detected

{{#each signals}}
**{{signal_name}}** ({{weight}}/5 weight)
{{detail}}
{{/each}}

## 💡 Recommended Approach: {{approach_name}}

{{approach_description}}

**Suggested Opening:**
"{{suggested_opener}}"

**Key Questions to Ask:**
{{#each discovery_questions}}
• {{question}}
{{/each}}

## 📈 Account Context

| Metric | Value | Trend |
|--------|-------|-------|
| Health Score | {{health_score}}/100 | {{health_trend}} |
| Seat Utilization | {{seat_util}}% | {{seat_trend}} |
| Feature Adoption | {{features_used}}/{{features_total}} | {{feature_trend}} |
| Last QBR | {{last_qbr_date}} | {{qbr_sentiment}} |

<{{create_opp_link}}|➕ Create Opportunity> | <{{account_link}}|View Account> | <{{schedule_link}}|Schedule Call>

*Signal detected: {{timestamp}}*

📊 *WEEKLY EXPANSION PIPELINE*
{{week_of}}
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**Expansion Opportunities Overview**
- 🆕 New signals this week: {{new_signals}} accounts
- 🎯 In-progress opportunities: {{active_opps}} | {{active_value}}
- ✅ Closed this week: {{closed_count}} | {{closed_value}}
- 📈 Expansion rate: {{expansion_rate}}%

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## 🔥 Hottest Opportunities (Top 5)

{{#each top_opportunities}}
**{{rank}}. {{company_name}}** | Current: {{current_arr}}
Signals: {{signal_summary}}
Potential: {{expansion_potential}} | Score: {{score}}/10
CSM: {{csm_name}} | Status: {{status}}

{{/each}}

## 📊 Signal Activity

| Signal Type | Count | Avg Conversion |
|-------------|-------|----------------|
{{#each signal_stats}}
| {{signal}} | {{count}} | {{conversion}}% |
{{/each}}

## 🎯 CSM Expansion Leaderboard

| CSM | Opportunities | Pipeline | Closed |
|-----|--------------|----------|--------|
{{#each csm_stats}}
| {{name}} | {{opp_count}} | {{pipeline}} | {{closed}} |
{{/each}}

<{{dashboard_link}}|Full Dashboard>

Subject: Your team is growing! Let's talk about scaling {{product_name}}

Hi {{first_name}},

I noticed your team's usage of {{product_name}} has really taken off—you're now at {{seat_util}}% of your licensed seats, with {{new_users}} new users added in the last month.

This is great to see! It means {{product_name}} is becoming essential to how {{company_name}} works.

As you approach your seat limit, I wanted to reach out proactively to discuss options:

1. **Add seats à la carte** - Add exactly what you need, when you need it
2. **Upgrade to {{next_tier}}** - Unlock {{key_benefit}} and get {{additional_seats}} more seats at a better per-seat rate
3. **Annual commitment** - Lock in today's pricing with growth flexibility

Would you have 20 minutes this week to discuss what makes the most sense for {{company_name}}'s growth plans?

[Book time here: {{scheduling_link}}]

Best,
{{csm_name}}

P.S. - I also noticed {{power_user_name}} has become a real power user. Happy to connect them with our {{advanced_resource}} if helpful!

| Signal | Definition | Threshold | Weight | Suggested Approach |
|--------|------------|-----------|--------|-------------------|
| Seat Limit | Active users / licensed seats | >80% | 5 | Seat expansion |
| Feature Graduation | Advanced features explored | 2+ of 5 | 3 | Tier upgrade |
| Headcount Growth | Company hiring rate | >20% YoY | 4 | Growth conversation |
| New Department | Departments using product | +1 from baseline | 4 | Cross-sell |
| Power Users | Users with high engagement | 3+ in top 10% | 3 | Champion expansion |
| Approaching Renewal | Days to renewal | <90 days | 2 | Renewal upsell |
| Exec Engagement | C-level meeting/interaction | Any | 4 | Executive sponsor |