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Customer Success

Expansion Opportunity Scan

Scan your accounts for expansion signals — usage ceilings, new teams, new use cases — and build the natural expansion conversation for each.

Scan for expansion. My accounts: {{accounts}} (per account: plan, usage patterns, recent conversations, org changes I know of).

Identify per account: the signal type — ceiling signals (hitting limits, workarounds, exports-to-spreadsheet), spread signals (new names appearing, other-team questions), and maturity signals (outgrowing their setup, asking advanced questions) — cite the evidence from my notes; the natural expansion conversation (led by THEIR problem: 'you're doing X manually — the Y tier does that' — never quota-breath), sized and prioritised (readiness × size × effort), and the this-week action for the top 3. Flag accounts where apparent expansion signals are actually frustration signals — expanding an unhappy account just raises the churn stakes.

Fields like {{ this }} are placeholders — replace them with your own details, or let Aria ask you for them.

expansion upsell signals

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