Analytics
Find the expansion revenue hiding in your existing customer base.
This workflow analyzes your customer base for expansion signals — customers approaching plan limits, high-engagement accounts, or customers who would benefit from additional products.
Workflow Steps
How this workflow runs
Trigger: Weekly schedule
System TriggerThe workflow runs weekly to catch fresh expansion signals.
Usage signal scan
Revenue Intelligence DashboardRevenue Intelligence Dashboard identifies customers approaching plan limits or showing high engagement.
Product fit analysis
Market Research AnalystCustomers are matched against products or plan tiers they don't currently use but would benefit from.
Opportunity ranking
Revenue Intelligence DashboardExpansion opportunities are ranked by likelihood to convert and potential revenue impact.
Outreach drafting
Email Campaign ManagerPersonalized upgrade or cross-sell messages are drafted for top opportunities.
CS team delivery
System OutputOpportunities and outreach drafts are delivered to the CS team for review and action.
Triggers
What starts this workflow
Weekly schedule
Outputs
What you get when it runs
Expansion opportunity list ranked by potential
Personalized outreach drafts for CS review
HubSpot tasks created for CS team
Slack notification to CS manager