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Expansion coverage review

Use this review to find accounts where growth signals exist but the commercial plan has not caught up.

Prepare​

Connect the CRM, billing, and product-usage sources. Support and conversation sources add context when an account’s usage story is unclear.

Review​

  1. Identify accounts with usage above contracted levels or other growth signals.
  2. Check whether each account has an open expansion opportunity.
  3. Review recent activity, support history, and account ownership.
  4. Decide whether to open, advance, or defer the commercial motion.
  5. Record the owner and next customer action.

Leave with​

  • A credible expansion coverage list
  • Fewer accounts where product growth is invisible to the forecast
  • Clear ownership for the next commercial action