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Detect expansion opportunity + account growth call

Usage Growth
AI Detects
Expansion Call

This workflow detects expansion opportunities within existing accounts and triggers growth conversations. The AI monitors usage approaching limits, team growth signals, feature requests for premium capabilities, and positive engagement patterns. When expansion signals are strong, it schedules calls with account managers armed with personalized expansion proposals.

This workflow works natively within your existing ticketing system—whether you use HubSpot, Intercom, Zendesk, Salesforce, Freshdesk, Twilio Flex, or Front. There's no need to migrate to a new platform or change your existing setup. Expansion opportunities and call outcomes are logged into your CRM and revenue operations tools. The AI calculates expansion revenue potential and prioritizes opportunities by value. Successful expansions trigger billing updates and onboarding workflows automatically.

Key benefits

Identify expansion opportunities automatically
Increase account revenue 2-5x
Strike while usage momentum is high
Personalized expansion offers per account
Reduce account manager workload
Track expansion win rates and optimize
Mo

Seeing is believing

Get a personalized demo with Mo and see this automation in action. We'll walk you through exactly how it works with your ticketing system, answer your questions, and show you the ROI within 15 minutes.

Frequently asked questions