Spot expansion signals
Spot upsell and cross-sell signals in customer calls and route them to the right owner.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
You ask your AI assistant through Avoma MCP
- 2Context
Your AI assistant reads customer calls and emails, account and contract data through Avoma MCP (Avoma agentic platform), narrowed by what you ask
- 3Reason
Look for new teams, use cases, feature requests and budget mentions
- 4Act
List expansion signals with quotes and a suggested follow-up, returned in your AI assistant
- 5Human judgment
CSM or account manager decides who follows up
Prompt
Identify expansion opportunities from customer conversations, including new requirements, buying signals, supporting quotes, and suggested follow-ups.
Review [Account]'s calls and emails from the last [90] days and list any signs they want more: new teams, new use cases, requests for features we offer, or budget mentions. Include the quote and date for each.
How this works
Shown for:
- 1Trigger
You run the RevOps Intelligence skill in Claude
- 2Context
The RevOps Intelligence skill reads Avoma meetings and scorecards through the Avoma agentic platform, plus your CRM (HubSpot or Salesforce) and Gmail
- 3Reason
Look for new teams, use cases, feature requests and budget mentions
- 4Act
List expansion signals with quotes and a suggested follow-up, returned in Claude
- 5Human judgment
CSM or account manager decides who follows up
Skill
Use the RevOps Intelligence skill in Claude to flag expansion signals with the quote and suggest a follow-up, with recommended next steps.
How this works
Shown for:
- 1Trigger
A customer mentions a new need, team or use case
- 2Context
An Avoma agent (Avoma agentic platform) watches customer calls and emails, account and contract data
- 3Reason
Look for new teams, use cases, feature requests and budget mentions
- 4Act
List expansion signals with quotes and a suggested follow-up, each time it's warranted
- 5Human judgment
CSM or account manager decides who follows up
Agent
Discover expansion opportunities. The agent analyzes customer conversations for new requirements, growing usage needs, or buying signals, then surfaces supporting quotes and suggests follow-ups.
What good looks like
Expansion signals are worth acting on while they're fresh.
Log the quote with each signal
The customer's words make the follow-up specific.
Route signals within a week
Interest cools fast without a follow-up.
Check usage before you pitch
Expansion lands when the current product is working.
Customer stories
What teams say
Avoma lets us identify opportunities for upselling as well as understand churn risks early to avoid danger for our business.
Helping us proactively address client churn risk and identify opportunities for growth. The tool helps us identify and act on the queues much more quickly.
More from this use case
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