Sales
•
Account research
Find Customer Expansion Opportunities
Map current value, whitespace, relationship gaps, and the most credible next expansion motion for a customer.
Last updated
Watch this agent work in Nex
See a Nex session move from your instructions through integration work to the finished outcome.
Goal
Map current value, whitespace, relationship gaps, and the most credible next expansion motion for a customer.
What Nex will do
1. Resolve the customer, contract or product footprint, objectives, outcomes, renewal context, and account team. 2. Map current users, workflows, adoption, value evidence, open commitments, and risks. 3. Find underserved teams, adjacent use cases, stakeholder gaps, and credible expansion triggers. 4. Score opportunities by customer value, evidence, relationship strength, timing, and risk. 5. Build a reviewable expansion plan with stakeholder strategy, proof, sequencing, and next actions.
Integrations and actions
Best for
Customer success and account teams looking for credible expansion paths without risking trust.
What you will get
• A current customer footprint and value-evidence map. • Ranked expansion hypotheses with risks and source confidence. • A stakeholder-aware expansion plan and reviewable next-step drafts.
What you will need
• A target customer and approved commercial, product, support, and relationship scope. • The renewal horizon, expansion objective, risk tolerance, and evidence threshold.
Approvals and control
Nex distinguishes observed value from hypotheses and does not change the CRM, create opportunities, contact stakeholders, or use sensitive customer data outside the approved scope.
Full agent guide
Map current value, whitespace, relationship gaps, and the most credible next expansion motion for a customer.
What this agent does
Resolve the customer, contract or product footprint, objectives, outcomes, renewal context, and account team. Map current users, workflows, adoption, value evidence, open commitments, and risks. Find underserved teams, adjacent use cases, stakeholder gaps, and credible expansion triggers. Score opportunities by customer value, evidence, relationship strength, timing, and risk. Build a reviewable expansion plan with stakeholder strategy, proof, sequencing, and next actions.
Who this is for
Customer success and account teams looking for credible expansion paths without risking trust.
Integration actions
Nex (Connected): Combine customer history, meetings, notes, outcomes, relationships, tasks, and playbooks into the expansion map. Connected CRM (Connected): Read account, contact, opportunity, product, renewal, activity, and ownership data and propose approved updates. Product, billing, or support data (Provided or imported): Use connected or supplied usage, contract, support, and outcome evidence to validate current value and whitespace. Gmail in Annex (Optional assisted access): Optionally recover approved relationship context and prepare follow-up through visible Gmail. Public web (Public research): Refresh only material company and stakeholder changes relevant to expansion timing.
Inputs and requirements
A target customer and approved commercial, product, support, and relationship scope. The renewal horizon, expansion objective, risk tolerance, and evidence threshold.
Outcomes
A current customer footprint and value-evidence map. Ranked expansion hypotheses with risks and source confidence. A stakeholder-aware expansion plan and reviewable next-step drafts.
Approvals and control
Nex distinguishes observed value from hypotheses and does not change the CRM, create opportunities, contact stakeholders, or use sensitive customer data outside the approved scope.
Use this Nex agent
Select Deploy Agent in Nex, review the integrations and approval boundaries, then Nex will carry this agent through login or signup and start it after onboarding.
Deploy this agent in Nex
Use Deploy Agent in Nex to open this agent in your current Nex workspace. Review integrations, permissions, thresholds, and approval gates before deploying it.