Expansion

Grow footprint and revenue. Identify expansion opportunities, align on roadmap, and execute land-and-expand plays.

Emotion: Partnership, Growth

Milestone events

  • Expansion opportunities qualified
  • Proposal and business case delivered
  • Expansion closed

Customer activity

  • New teams or use cases identified
  • Budget and procurement engaged

Internal activity

  • Expansion pipeline and plays
  • Cross-sell and upsell aligned to success plan
  • Executive alignment where needed

Value delivered

  • Expansion ARR
  • Broader adoption across the organization
  • Stronger strategic partnership

Transformation / outcome

  • Expansion closed
  • Customer footprint and commitment increased

Exit criteria

  • Expansion closed
  • Expansion pipeline updated

Metrics

  • Expansion ARR
  • Expansion rate
  • Seat/usage growth