Expansion signal spotter

Monitor existing customer accounts for upsell and cross-sell signals: team growth on LinkedIn, new job postings, product usage patterns, funding announcements, and public company news.

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Expansion Signal Spotter

Find expansion revenue hiding in your existing customer base. Monitors accounts for signals that indicate they're ready to buy more — before they ask or before a competitor gets there first.

Built for: CS teams and founders at early-stage companies where expansion revenue is the fastest path to growth. You already have the relationship — this skill finds the timing.

When to Use

  • "Which customers are ready to expand?"
  • "Find upsell opportunities in our accounts"
  • "Run the weekly expansion signal scan"
  • "Who should I pitch [new feature/tier] to?"
  • "Monitor customer accounts for growth signals"

Phase 0: Intake

Account Data

  1. Customer list — CSV or sheet with: company name, domain, primary contact LinkedIn URL, current plan/tier, MRR/ARR, seats/usage
  2. Product tiers — What plans exist? What triggers an upgrade? (e.g., "Pro → Enterprise at 50+ seats")
  3. Cross-sell products — Any add-ons or adjacent products you can sell?

Signal Configuration

  1. Expansion triggers — What signals mean "ready to buy more" for your product?
    • Team growth (new hires in relevant roles)
    • Funding announcement
    • Usage hitting plan limits
    • New department/use case interest
    • Champion promoted (more budget authority)
  2. Key contacts to monitor — LinkedIn URLs of champions, decision-makers per account (if available beyond primary)

Filters

  1. Minimum account value — Only scan accounts above $X MRR? (Focus effort)
  2. Accounts to exclude — Any accounts in active churn risk, paused, or in dispute

Phase 1: Signal Detection

1A: Team Growth Signals

For each customer, search for hiring activity:

Search: "[company name]" hiring OR "we're hiring" OR "join our team"
Search: site:linkedin.com/jobs "[company name]" [relevant role keywords]
Search: "[company name]" "head of" OR "director of" OR "VP" [your product's domain]

Signals to detect:

Signal What It Means Expansion Play
Hiring in your product's domain Growing the team that uses you More seats / higher tier
New leadership hire Budget holder arrived, will evaluate stack Executive alignment meeting
Hiring in adjacent team New department could use your product Cross-sell / new use case
Rapid headcount growth Scaling fast, needs to scale tools too Volume upgrade

1B: Funding & Financial Signals

Search: "[company name]" funding OR raised OR "series" OR investment 2026
Search: "[company name]" revenue OR growth OR expansion
Signal What It Means Expansion Play
New funding round Cash in bank, expanding everything Premium tier / annual contract
Revenue milestone Business doing well, likely investing in tools ROI-focused expansion pitch
Acquisition New parent company = new budget Enterprise plan / multi-team

1C: Product Usage Signals (if usage data available)

From internal data, flag:

Signal Threshold Expansion Play
Approaching plan limit >80% of seats/usage quota Proactive upgrade offer
New feature adoption Started using a feature in higher tier (via trial/beta) Convert trial to paid
Power user emergence 1+ users with 3x average usage Champion for internal expansion
Multi-team usage Users from 2+ departments Department-level deal
API usage growth API calls trending up month-over-month Usage-based tier upgrade

1D: Public Signal Monitoring

Search: "[company name]" launch OR "new product" OR partnership OR expansion
Search: "[company name]" "[your product category]" OR "[related use case]"
Signal What It Means Expansion Play
New product launch May need your product for the new line New use case pitch
Geographic expansion Growing into new markets Multi-region / additional seats
Partnership announced Business growing, more complexity Higher tier for scale
Competitor of yours mentioned Evaluating alternatives Retention + upgrade pre-empt

1E: Champion & Stakeholder Signals

If monitoring champion LinkedIn profiles:

Search: "[champion name]" promoted OR "new role" OR "excited to announce"
Signal What It Means Expansion Play
Champion promoted More authority, bigger budget Propose expansion aligned to new scope
Champion left Risk + opportunity (new person = fresh pitch) Onboard new contact, re-pitch value
New exec joined Potential new sponsor Executive briefing

Phase 2: Opportunity Scoring

Score each expansion opportunity:

Expansion Score = Signal Strength × Account Value × Timing

Signal Strength (1-5):
  5 = Approaching plan limit + funding + team growth (multiple signals)
  4 = Strong usage signal + one external signal
  3 = One strong external signal (funding, hiring)
  2 = Usage trending up, no external confirmation
  1 = Weak or single minor signal

Account Value (multiplier):
  2.0x = Top 20% accounts by MRR
  1.5x = Mid-tier accounts
  1.0x = Smaller accounts

Timing (multiplier):
  2.0x = Signal detected this week (fresh)
  1.5x = Signal detected this month
  1.0x = Signal older than 30 days

Opportunity Tiers

Tier Score Action
Hot 15+ Schedule expansion call this week
Warm 8-14 Send value-add touchpoint, plant expansion seed
Watch 3-7 Add to next QBR agenda, monitor

Phase 3: Talk Track Generation

For each Hot and Warm opportunity, generate:

ACCOUNT: [Company Name]
CURRENT PLAN: [Plan] — $[MRR]/mo
EXPANSION TYPE: [Upsell / Cross-sell / Volume increase]
ESTIMATED EXPANSION: $[additional MRR]/mo

SIGNALS:
- [Signal 1] — [Source + date]
- [Signal 2] — [Source + date]

EXPANSION OPPORTUNITY:
[2-3 sentences: What should they buy and why now?]

TALK TRACK:
"[Opening line — connects the signal to their business goals, not your quota]"

"[Value bridge — how the expansion directly helps with what they're already trying to do]"

"[Soft ask — suggest next step without pressure]"

TIMING: [Why now is the right time — tied to signal]

RISK: [What could block this — budget freeze, champion change, etc.]

Phase 4: Output Format

# Expansion Signal Report — Week of [DATE]
Accounts scanned: [N]
Total expansion pipeline identified: $[X] additional MRR

---

## Summary

| Tier | Opportunities | Potential MRR |
|------|--------------|---------------|
| 🔥 Hot | [N] | $[X]/mo |
| 🟡 Warm | [N] | $[X]/mo |
| 👀 Watch | [N] | $[X]/mo |

---

## 🔥 Hot Opportunities

### [Company 1] — Current: $[X]/mo → Target: $[Y]/mo (+$[Z])
**Signals:** [list]
**Expansion type:** [Upsell to Enterprise / Add 20 seats / Cross-sell analytics]
**Talk track:** "[scripted opener]"
**Next step:** [Specific action + date]

### [Company 2] — ...

---

## 🟡 Warm Opportunities

### [Company] — Current: $[X]/mo | Signal: [brief]
**Recommended touchpoint:** [What to do — e.g., "Send case study of similar customer who expanded"]

---

## 👀 Watch List

| Account | Signal | Next Check |
|---------|--------|------------|
| [Name] | [Signal] | [Date] |

---

## Trends

- [N] accounts showing team growth signals (potential seat expansion)
- [N] accounts approaching usage limits
- [N] accounts with new funding (potential tier upgrade)

## Expansion Playbook Priority

This week, focus on:
1. **[Account]** — [Why: highest value + strongest signal]
2. **[Account]** — [Why]
3. **[Account]** — [Why]

Save to the current working directory or wherever the user prefers (e.g., expansion/expansion-signals-[YYYY-MM-DD].md).

Scheduling

Run weekly:

0 8 * * 2 python3 run_skill.py expansion-signal-spotter

Cost

Component Cost
Web search (hiring, funding, news) Free
LinkedIn monitoring (if using linkedin-profile-post-scraper) ~$0.50-1.00
Job posting detection (if using job-posting-intent) ~$0.50
All analysis and talk tracks Free (LLM reasoning)
Total Free — $1.50

Tools Required

  • web_search — for funding, news, hiring signals
  • fetch_webpage — for career pages and announcements
  • Optional: linkedin-profile-post-scraper for champion monitoring
  • Optional: job-posting-intent for structured hiring signal detection

Trigger Phrases

  • "Find expansion opportunities in our accounts"
  • "Which customers are ready for an upgrade?"
  • "Run the expansion signal scan"
  • "Weekly expansion opportunity report"
1---
2name: expansion-signal-spotter
3description: >
4 Monitor existing customer accounts for upsell and cross-sell signals: team growth
5 on LinkedIn, new job postings, product usage patterns, funding announcements, and
6 public company news. Produces a weekly expansion opportunity list with context and
7 talk tracks. Chains web search, LinkedIn profile monitoring, and job posting detection.
8tags: [lead-generation]
9---
10 
11# Expansion Signal Spotter
12 
13Find expansion revenue hiding in your existing customer base. Monitors accounts for signals that indicate they're ready to buy more — before they ask or before a competitor gets there first.
14 
15**Built for:** CS teams and founders at early-stage companies where expansion revenue is the fastest path to growth. You already have the relationship — this skill finds the timing.
16 
17## When to Use
18 
19- "Which customers are ready to expand?"
20- "Find upsell opportunities in our accounts"
21- "Run the weekly expansion signal scan"
22- "Who should I pitch [new feature/tier] to?"
23- "Monitor customer accounts for growth signals"
24 
25## Phase 0: Intake
26 
27### Account Data
281. **Customer list** — CSV or sheet with: company name, domain, primary contact LinkedIn URL, current plan/tier, MRR/ARR, seats/usage
292. **Product tiers** — What plans exist? What triggers an upgrade? (e.g., "Pro → Enterprise at 50+ seats")
303. **Cross-sell products** — Any add-ons or adjacent products you can sell?
31 
32### Signal Configuration
334. **Expansion triggers** — What signals mean "ready to buy more" for your product?
34 - Team growth (new hires in relevant roles)
35 - Funding announcement
36 - Usage hitting plan limits
37 - New department/use case interest
38 - Champion promoted (more budget authority)
395. **Key contacts to monitor** — LinkedIn URLs of champions, decision-makers per account (if available beyond primary)
40 
41### Filters
426. **Minimum account value** — Only scan accounts above $X MRR? (Focus effort)
437. **Accounts to exclude** — Any accounts in active churn risk, paused, or in dispute
44 
45## Phase 1: Signal Detection
46 
47### 1A: Team Growth Signals
48 
49For each customer, search for hiring activity:
50 
51```
52Search: "[company name]" hiring OR "we're hiring" OR "join our team"
53Search: site:linkedin.com/jobs "[company name]" [relevant role keywords]
54Search: "[company name]" "head of" OR "director of" OR "VP" [your product's domain]
55```
56 
57Signals to detect:
58| Signal | What It Means | Expansion Play |
59|--------|---------------|----------------|
60| **Hiring in your product's domain** | Growing the team that uses you | More seats / higher tier |
61| **New leadership hire** | Budget holder arrived, will evaluate stack | Executive alignment meeting |
62| **Hiring in adjacent team** | New department could use your product | Cross-sell / new use case |
63| **Rapid headcount growth** | Scaling fast, needs to scale tools too | Volume upgrade |
64 
65### 1B: Funding & Financial Signals
66 
67```
68Search: "[company name]" funding OR raised OR "series" OR investment 2026
69Search: "[company name]" revenue OR growth OR expansion
70```
71 
72| Signal | What It Means | Expansion Play |
73|--------|---------------|----------------|
74| **New funding round** | Cash in bank, expanding everything | Premium tier / annual contract |
75| **Revenue milestone** | Business doing well, likely investing in tools | ROI-focused expansion pitch |
76| **Acquisition** | New parent company = new budget | Enterprise plan / multi-team |
77 
78### 1C: Product Usage Signals (if usage data available)
79 
80From internal data, flag:
81 
82| Signal | Threshold | Expansion Play |
83|--------|-----------|----------------|
84| **Approaching plan limit** | >80% of seats/usage quota | Proactive upgrade offer |
85| **New feature adoption** | Started using a feature in higher tier (via trial/beta) | Convert trial to paid |
86| **Power user emergence** | 1+ users with 3x average usage | Champion for internal expansion |
87| **Multi-team usage** | Users from 2+ departments | Department-level deal |
88| **API usage growth** | API calls trending up month-over-month | Usage-based tier upgrade |
89 
90### 1D: Public Signal Monitoring
91 
92```
93Search: "[company name]" launch OR "new product" OR partnership OR expansion
94Search: "[company name]" "[your product category]" OR "[related use case]"
95```
96 
97| Signal | What It Means | Expansion Play |
98|--------|---------------|----------------|
99| **New product launch** | May need your product for the new line | New use case pitch |
100| **Geographic expansion** | Growing into new markets | Multi-region / additional seats |
101| **Partnership announced** | Business growing, more complexity | Higher tier for scale |
102| **Competitor of yours mentioned** | Evaluating alternatives | Retention + upgrade pre-empt |
103 
104### 1E: Champion & Stakeholder Signals
105 
106If monitoring champion LinkedIn profiles:
107 
108```
109Search: "[champion name]" promoted OR "new role" OR "excited to announce"
110```
111 
112| Signal | What It Means | Expansion Play |
113|--------|---------------|----------------|
114| **Champion promoted** | More authority, bigger budget | Propose expansion aligned to new scope |
115| **Champion left** | Risk + opportunity (new person = fresh pitch) | Onboard new contact, re-pitch value |
116| **New exec joined** | Potential new sponsor | Executive briefing |
117 
118## Phase 2: Opportunity Scoring
119 
120Score each expansion opportunity:
121 
122```
123Expansion Score = Signal Strength × Account Value × Timing
124 
125Signal Strength (1-5):
126 5 = Approaching plan limit + funding + team growth (multiple signals)
127 4 = Strong usage signal + one external signal
128 3 = One strong external signal (funding, hiring)
129 2 = Usage trending up, no external confirmation
130 1 = Weak or single minor signal
131 
132Account Value (multiplier):
133 2.0x = Top 20% accounts by MRR
134 1.5x = Mid-tier accounts
135 1.0x = Smaller accounts
136 
137Timing (multiplier):
138 2.0x = Signal detected this week (fresh)
139 1.5x = Signal detected this month
140 1.0x = Signal older than 30 days
141```
142 
143### Opportunity Tiers
144 
145| Tier | Score | Action |
146|------|-------|--------|
147| **Hot** | 15+ | Schedule expansion call this week |
148| **Warm** | 8-14 | Send value-add touchpoint, plant expansion seed |
149| **Watch** | 3-7 | Add to next QBR agenda, monitor |
150 
151## Phase 3: Talk Track Generation
152 
153For each Hot and Warm opportunity, generate:
154 
155```
156ACCOUNT: [Company Name]
157CURRENT PLAN: [Plan] — $[MRR]/mo
158EXPANSION TYPE: [Upsell / Cross-sell / Volume increase]
159ESTIMATED EXPANSION: $[additional MRR]/mo
160 
161SIGNALS:
162- [Signal 1] — [Source + date]
163- [Signal 2] — [Source + date]
164 
165EXPANSION OPPORTUNITY:
166[2-3 sentences: What should they buy and why now?]
167 
168TALK TRACK:
169"[Opening line — connects the signal to their business goals, not your quota]"
170 
171"[Value bridge — how the expansion directly helps with what they're already trying to do]"
172 
173"[Soft ask — suggest next step without pressure]"
174 
175TIMING: [Why now is the right time — tied to signal]
176 
177RISK: [What could block this — budget freeze, champion change, etc.]
178```
179 
180## Phase 4: Output Format
181 
182```markdown
183# Expansion Signal Report — Week of [DATE]
184Accounts scanned: [N]
185Total expansion pipeline identified: $[X] additional MRR
186 
187---
188 
189## Summary
190 
191| Tier | Opportunities | Potential MRR |
192|------|--------------|---------------|
193| 🔥 Hot | [N] | $[X]/mo |
194| 🟡 Warm | [N] | $[X]/mo |
195| 👀 Watch | [N] | $[X]/mo |
196 
197---
198 
199## 🔥 Hot Opportunities
200 
201### [Company 1] — Current: $[X]/mo → Target: $[Y]/mo (+$[Z])
202**Signals:** [list]
203**Expansion type:** [Upsell to Enterprise / Add 20 seats / Cross-sell analytics]
204**Talk track:** "[scripted opener]"
205**Next step:** [Specific action + date]
206 
207### [Company 2] — ...
208 
209---
210 
211## 🟡 Warm Opportunities
212 
213### [Company] — Current: $[X]/mo | Signal: [brief]
214**Recommended touchpoint:** [What to do — e.g., "Send case study of similar customer who expanded"]
215 
216---
217 
218## 👀 Watch List
219 
220| Account | Signal | Next Check |
221|---------|--------|------------|
222| [Name] | [Signal] | [Date] |
223 
224---
225 
226## Trends
227 
228- [N] accounts showing team growth signals (potential seat expansion)
229- [N] accounts approaching usage limits
230- [N] accounts with new funding (potential tier upgrade)
231 
232## Expansion Playbook Priority
233 
234This week, focus on:
2351. **[Account]** — [Why: highest value + strongest signal]
2362. **[Account]** — [Why]
2373. **[Account]** — [Why]
238```
239 
240Save to the current working directory or wherever the user prefers (e.g., `expansion/expansion-signals-[YYYY-MM-DD].md`).
241 
242## Scheduling
243 
244Run weekly:
245 
246```bash
2470 8 * * 2 python3 run_skill.py expansion-signal-spotter
248```
249 
250## Cost
251 
252| Component | Cost |
253|-----------|------|
254| Web search (hiring, funding, news) | Free |
255| LinkedIn monitoring (if using linkedin-profile-post-scraper) | ~$0.50-1.00 |
256| Job posting detection (if using job-posting-intent) | ~$0.50 |
257| All analysis and talk tracks | Free (LLM reasoning) |
258| **Total** | **Free — $1.50** |
259 
260## Tools Required
261 
262- **web_search** — for funding, news, hiring signals
263- **fetch_webpage** — for career pages and announcements
264- **Optional:** `linkedin-profile-post-scraper` for champion monitoring
265- **Optional:** `job-posting-intent` for structured hiring signal detection
266 
267## Trigger Phrases
268 
269- "Find expansion opportunities in our accounts"
270- "Which customers are ready for an upgrade?"
271- "Run the expansion signal scan"
272- "Weekly expansion opportunity report"
273 

Discussion

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