Customer Success · Analyze & Recommend
Your next quarter is hiding in your current customers.
Doe scans your existing accounts for the whitespace you haven’t sold into and the signals that mean an account is ready to grow, like a new location, a hiring spike, or a fresh raise, then hands your CSMs a ranked list of where to expand with the reason on every one.
Works acrossDoeSalesforceWeb ResearchSlack
What you get.
Doe scans your existing customers for expansion: the whitespace where you sell one product but not the others, and the signals that mean an account is ready to grow, like a new office, a hiring spike, or fresh funding. It maps the un-sold buyers inside each account, scores where expansion is most likely with a reason, and hands CSMs a ranked play list. Run as a Loop, it re-checks the book on a schedule so a growth signal turns into a play within days, while it’s still warm.
Expansion revenue is cheaper than new logos. So why is it an afterthought?
Everyone agrees net revenue retention is the metric that compounds, and that selling more into a happy customer beats chasing a cold one. But expansion lives in nobody’s daily workflow. CSMs are heads-down on renewals and tickets; AEs are chasing new logos; and the whitespace sits invisible: the second product this account never bought, the division that’s using a competitor, the new office that just opened. Nobody notices until right before a renewal, when it’s too late to be a real motion.
The signals are there. A customer just raised, doubled a team you sell to, or opened a location in a new region. All reasons to expand, all sitting in public sources and your own CRM. But nobody is watching the installed base the way they watch new pipeline, so the easiest revenue you have quietly ages out, and you find out the account churned at flat spend when it could have grown.
What changes.
- 01Who watches the installed baseBefore · Nobody, until a renewal or QBRWith Doe · A standing agent, on a schedule
- 02WhitespaceBefore · Invisible; noticed by accidentWith Doe · Mapped per account, with the buyer named
- 03Growth signalsBefore · Missed; acted on weeks late if at allWith Doe · Caught each run, turned into a play
- 04What the CSM getsBefore · A flat account list and a gut feelingWith Doe · A ranked play list with reasons
From a static account list to a ranked expansion play list
- 01Reads your customer accounts and what each has boughtSalesforceDoe pulled your customer book with product ownership, seats, and spend, so it knows what each account already has, and by difference the whitespace it doesn’t
- 02Maps the un-sold whitespace inside each accountDoeDoe identified the products, teams, and business units you haven’t sold into, and found the buyers who own those areas, turning "Acme is a customer" into "Acme’s EMEA ops team has no seats and a VP who owns the budget"
- 03Checks each account for live growth signalsWeb ResearchDoe read public sources for expansion triggers like new funding, a new office or region, a hiring spike on a team you serve, or a leadership change, and attached the evidence to the account
- 04Scores where expansion is most likely, with a reasonDoeThe Judge ranked accounts by whitespace plus signal strength and wrote the rationale, "owns Product A only; just opened a Berlin office; hiring 5 in ops," so CSMs see where to go and why
- 05Hands CSMs the ranked plays where they workSlackDoe posted the top expansion opportunities to the owning CSMs with the whitespace, the signal, and the buyer to approach, and wrote them back to the account in the CRM so the play is logged instead of lost
- 06RecurringEvery Monday at 7:00 AMYou set the expansion criteria once in chat, and Doe runs it as a Loop, a scheduled job that re-scans your customer book each week, re-checking whitespace and growth signals and surfacing the accounts that became ready since the last run. It re-evaluates weekly rather than streaming live: on each run Doe re-checks whether a signal has appeared, so a new raise or a new office becomes a play within days instead of surfacing at the next quarterly review. Expansion plays posted to CSM channels + written to the account.
Start with the right source material.
- 01Add your library and toolsAdd or select the source files Doe should use, then connect the tools this task needs. No API keys, no engineering.
- 02Describe what you need“Every Monday, scan our Salesforce customer accounts. For each, map the products and teams we haven’t sold into, check public sources for expansion signals like funding, new offices, and hiring, score where expansion is most likely with a reason, and post the top plays to the owning CSM with the buyer to approach.”
- 03It runs on scheduleRuns every Monday. CSMs start the week with a ranked list of where to grow each account and why.
Before you delegate.
- 01How is this different from a renewal-risk or health-score dashboard?A health score tells you which accounts might leave; this tells you which accounts are ready to grow and where. They’re complementary: one defends revenue, the other expands it. Doe focuses on whitespace and growth signals, names the un-sold buyer, and ranks the opportunity with a reason, so expansion becomes a play list you work proactively rather than something you react to at renewal.
- 02What counts as whitespace, and how does Doe find it?Whitespace is the business you could have in an account but don’t: a second product they never bought, a division on a competitor, a region with no seats. Doe reads what each account already owns from your CRM, then maps the gaps and finds the buyers who own those areas, so you get "this team, this product, this person" instead of a vague "upsell opportunity."
- 03Where do the expansion signals come from?From your own CRM (usage, seats, spend) and public web sources Doe reads like a research analyst: funding announcements, new locations, hiring on relevant teams, leadership changes. Each signal is attached as evidence with its source, so a CSM can see why an account surfaced before they act on it.
- 04Is this real-time monitoring of my accounts?It’s a scheduled re-scan rather than a live stream. The Loop re-checks your book on the cadence you set, weekly is typical, and surfaces accounts that became ready since the last run. That’s fast enough to act on a signal while it’s warm, and honest about how it works: Doe re-evaluates on each run rather than claiming to react the instant something changes.
- 05Does it act on the accounts, or just surface them?It surfaces and prepares; the CSM decides. Doe ranks the plays, names the buyer, and can draft the outreach for approval, but it doesn’t message your customers on its own. Expansion into a live account is a relationship call, so the human stays in control of what gets sent.