Customer Expansion Radar — Find Growth Opportunities Inside

Account expansion brief — illustrative supplied evidence

Account truth: 50 licensed seats, 48 active users from the supplied export; 96% seat activation, not proof of purchase intent. Relationship and contract freshness need confirmation.

Signal: a supplied account note mentions a second team considering the workflow. This is an unqualified expansion hypothesis, not verified demand or an opportunity. Unknowns: actual needs, current tools, fit, decision process, entitlements, budget and timing.

Customer-value issue: unresolved onboarding problems in the current team. Prioritize recovery and outcome confirmation before sales pressure. Counter-thesis: expanding an unresolved implementation may compound friction or damage trust.

Hypothesis: a second-team rollout could create value if it has the same unmet workflow need and the product can meet it. Readiness: research only. No price, seat requirement, ARR or probability assigned.

Next best actions: current account owner confirms onboarding blockers and an accountable resolution plan; asks whether a needs discussion with the second team is welcome; checks current contract and entitlement scope; validates the second team’s goals and alternatives. Respect communication preferences and ownership.

Qualification gate: documented customer need, fit, outcomes, stakeholder process, commercial eligibility and customer permission to progress. Until then, retain as a hypothesis with source lineage.

Execution notes: no CRM accessed, customer contacted, contract changed or opportunity created. No expansion or retention result claimed.