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