What it does
Use when a user mentions "seat expansion signal", "approaching plan limit", "seat upgrade workflow", or asks for related help. When an existing customer adds users approaching their plan limit OR multiple new users from the same domain self-serve sign up, create an AE expansion task — the strongest predictor of a seat upsell opportunity.
You get
Attribute
AI-Derived Attribute produced by this recipe.
Segment
Segment produced by this recipe.
Workflow
Workflow produced by this recipe.
Dashboard
Dashboard produced by this recipe.
How it works
Build Seat Capacity Attribute
create_ai_attributeCreate an AI-derived attribute
Identify Expansion-Ready Accounts
Create SegmentBuild a segment
Build Expansion Detection Workflow
Create WorkflowCreate a workflow firing when seat_capacity_used crosses 0.8, or when a new user_signed_up event comes from an existing customer domain. Step sequence: (1) refresh account context; (2) check whether AE already engaged this account in last 30 days (if so, skip — they
Build Expansion Pipeline Dashboard
Build DashboardCompose an expansion pipeline dashboard: count of expansion signals per week (by trigger type: seat-cap / domain-signup / usage-cap), AE response time, expansion-task-to-deal-created conversion, expansion deal cycle time (typically 2-3x faster than new-logo deals), and expansion-deal win rate. ARR uplift from expansion signals YTD vs. target.
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