Score existing clients for expansion — usage headroom, new stakeholders, budget cycles and achieved wins — producing a ranked upsell list before renewal.
Quick answer
A scan that scores existing clients for expansion — usage headroom, new stakeholders, budget cycles and achieved wins — producing a ranked upsell list ahead of renewal.
Expansion revenue hides inside accounts that are already happy — but only if someone scores where. This scan evaluates each existing client on upsell mechanics: saturation of current seats or scope, new departments or stakeholders appearing, the client's own budget cycle, recent achieved wins and relationship strength. Weighted results plus an AI report rank your book by expansion readiness, so the next quarter's growth plan starts from evidence rather than hope.
A fillable sample form and report preview — live once the app is published.
Everything you need to run this template.
Seat, scope and usage saturation rated per account.
New names appearing in existing accounts get logged early.
Expansion conversations aimed at real money windows.
Every account is scored the same way, so the growth order is quick to set.
From copy to deliverable in four steps.
Copy the scan for each strategic account.
Names, dates and numbers behind each dimension.
The same dimensions across accounts separate expansion-ready from already-full.
Approach top accounts inside their stated budget cycle.
Pick your role — see how it fits your workflow.
Build a named expansion list with reasons, not wishes.
Separate genuinely full accounts from neglected ones.
See which add-ons real accounts rank highest.
What makes this template work as a professional deliverable.
A preview of real questions — the live version scores them and builds a report per respondent.
