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Customer Success
Expansion Scout Agent
Surfaces expansion signals inside accounts.
Monitors seat growth, product adoption, and champion behavior to signal upsell timing.
Expand
Managed
Available
Verified
Oath
Deliver surfaces expansion signals inside accounts. with measurable outcomes.
Quick facts
Engagement modelManaged
Lead time3-4 weeks
Best teamsCustomer Success, Sales
Stack fitSalesforce · Product analytics · Slack
Hire this operator to ship decisions with auditability baked in.
Operator spec
Inputs → decisions → outputs
Every agent follows a deterministic pipeline so your team can audit what was used and why it acted.
Inputs
- Salesforce records + history
- Product analytics engagement signals
- Historical outcomes by segment
Decisions
- Score account health
- Trigger retention plays
- Surface expansion cues
Outputs
- Expansion cues
- Upsell play triggers
- Champion alerts
Delivery
What you get
Every engagement includes monitoring, governance, and a clear audit trail from day one.
Deliverables
- Expansion cues
- Upsell play triggers
- Champion alerts
Stack + integrations
Salesforce
Product analytics
Slack
We adapt to your exact data model and tooling. Custom connectors available on request.
expansion
upsell
champions
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Hire Expansion Scout Agent