Expansion signal finder
Expansion signals usually sit in your own systems already: a team hitting a limit, a question about something nobody has bought, a new business unit appearing in the user list. This agent looks for the patterns you define, evidences them, and hands the account owner a short list worth a conversation.
Step by step
Define what a signal is
We turn your expansion motions into explicit patterns, including the ones that historically went nowhere.
Scan usage and conversations
The agent checks product data alongside tickets, notes and threads where customers ask for things.
Check against what they own
Signals are compared with the account's current entitlements, so nothing is flagged that the customer already has.
Evidence each opportunity found
Every signal shows the usage, message or ticket behind it, and who at the account raised it.
Draft the approach for owners
For each opportunity the agent drafts a note the owner can adapt, framed around what the customer asked for.
The owner takes the conversation
Signals go to the account owner. No message reaches the customer unless the owner sends it.
Exactly what this agent can see, touch and change
The same five controls sit behind every Askollo agent. These are this one's settings — visible before you build it, not buried in an admin screen afterwards.
Context
What reaches the modelCustomer success and account teams carrying a growth number, where expansion currently depends on whoever happens to notice a comment on a call.
Escalation
When it asks a personThe account owner sends any outreach; the agent flags and drafts only
Applications & Rights
Which tools it uses, and what it may do in each
ZapierRead only
GmailRead only
NotionRead only
SlackReadWrites newCreates new records or documents. Never edits, moves or deletes anything that was already there.Verification
How you know it’s rightEvery claim links to the document it came from. A statement the agent cannot cite does not make it into the output — which is what makes the result reviewable in minutes rather than re-read end to end.
Who it’s for
Customer success and account teams carrying a growth number, where expansion currently depends on whoever happens to notice a comment on a call.
What you’ll need
- Product usage and entitlement data connected
- Written expansion signal patterns
- Account owners named
- A cadence for reviewing the list
What you get
- A list of evidenced expansion signals
- A draft approach per opportunity
- A record of signals that were dismissed
What it doesn’t do
It finds signals, not budget. An account can want more and have no money, so the list is a prompt for a conversation rather than a forecast, and it does not create opportunities in your CRM on its own.
We build the first one with you
Not a template you configure alone. We sit with your team, build it on real data, and hand over the controls.
Scope
One session with the people who actually do the work. We agree what the agent reads, what it may write, and who approves.
Co-build
Built on your own data, not a sandbox. You watch it being made, so you know why it behaves the way it does.
Handover
You own the controls. Change the context, tighten the rights, move the approval gate — without coming back to us.
Parts of the work currently spread across the categories below. It does not replace any of those products outright.
Frequently asked
How is this different from the churn watch?
Same method, opposite direction, and both read most of the same data. Teams usually build one first, live with it, and add the second once the patterns are tuned, because the review habit matters more than the coverage.
Will it push reps at customers who are struggling?
Not if you configure it properly. We normally suppress expansion signals for accounts carrying open escalations or an active risk flag, so the two agents do not contradict each other in the same week.
Does it know what each customer has bought?
It reads entitlements from the system that holds them. Where that data is unreliable the suggestions will be too, and fixing the entitlement record is often the first useful outcome of the co-build session.
Can it create the opportunity for us?
Only behind a gate. Most teams have the owner accept the signal first and then let the agent draft the record, because an inflated pipeline is a worse problem than a missed signal.