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Agentic AI Atlas · Upsell and Cross-Sell Motion
workflow:upsell-cross-sell-motiona5c.ai
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workflow:upsell-cross-sell-motion

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Upsell and Cross-Sell Motion overview

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.

WorkflowOutgoing · 11Incoming · 0

Attributes

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.

Outgoing edges

applies_to_domain2
  • domain:sales·DomainSales
  • domain:customer-relations·DomainCustomer Relations
involves_role3
  • role:planner·RolePlanner
  • role:data-analyst·RoleData Analyst
  • role:business-analyst·RoleBusiness Analyst
performed_by_org_unit2
  • org-unit:sales-team·OrgUnitSales Team
  • org-unit:customer-success·OrgUnitCustomer Success
requires_skill_area2
  • skill-area:customer-success·SkillAreaCustomer Success
  • skill-area:revenue-operations·SkillAreaRevenue Operations
triggers_responsibility2
  • responsibility:data-quality-monitoring·ResponsibilityData quality monitoring
  • responsibility:performance-budget-tracking·ResponsibilityPerformance budget tracking

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