displayName
Upsell and Cross-Sell Motion
workflowKind
operational
triggerType
event-driven
typicalCadence
monthly
complexity
cross-team
description
Identifies and executes expansion revenue opportunities within the
existing customer base — monitoring product usage signals that indicate
readiness for tier upgrades or additional modules, analyzing customer
health scores and engagement patterns to determine optimal expansion
timing, generating personalized product recommendations based on current
usage gaps and peer benchmarks, coordinating between customer success and
sales on expansion handoff protocols, building ROI narratives using
customer-specific value metrics, tracking expansion pipeline separately
from new-logo pipeline with dedicated stage definitions, and measuring net
revenue retention contribution by expansion motion type. Produces expansion
signal dashboards, recommendation engine accuracy reports, and NRR
attribution analytics. Excludes new customer acquisition.