Early access
AI agents that find every customer ready to buy more.
Expansion offers finds every customer ready to buy more: a declared AI agent watches each customer’s usage and public news, builds the case from that customer’s own usage and drafts the offer on your price book. Your rep approves and sends it.
Expansion
Obsession agent for Your companyCustomers only · sends after your OK
Offer sent from AMFollow up Thu
OpenExample
Pick it, and everything it needs is already set up.
Nothing to build or buy, and nothing to run yourself.
- An agent ID, declared as AI
- Usage, billing and CRM, read only
- Each customer’s public news, read daily
- Your price book, which it can’t change
- Drafts in each rep’s own thread
- Every moment, offer and OK signed and dated
It runs on your schedule, and keeps the proof.
Every customer ready to buy more, the offer drafted on your price book, and the deal tracked to a signed order form.
Example: a £43,200 account
Expansion offers
Watch every customer for the moment it needs more. Build the case from its own usage, draft the offer on our price book for the rep’s OK, and draft each reminder until the order form is signed and the PO lands.
- Targets
- Your customers, among them a freight broker on 120 seats at £43,200 a year
- Journey
- Watch usage and public news
- Build the case from its usage
- Draft the offer on your price book
- Send from your rep’s thread after their OK
- How often
- Every morning, every customer
- Report
- Each moment in Slack, the deal in your CRM
- Set up
- Agent ID, declared as AI
- Usage and CRM, read only
- Your price book
- Your rep’s own thread
Run log
- 5 moments this week. Freight broker is using 113 of its 120 seats, 94% of its plan, and has grown every month for 90 days.Mon 08:00
- The case, from its own usage: seats used week by week, and the 90 days of growth behind them.Mon 08:20
- Offer drafted on your price book: 25 more seats for £9,000 a year, the £360 a seat it already pays.Mon 08:25
- Your rep approves the words. The offer goes from their own thread, in their name.Mon 14:02
- No reply yet. A follow up drafted in the same thread waits for your rep’s OK.Thu 09:00
- Their operations lead says yes. The order form goes out for signature after your rep’s OK, and the PO is next.Fri 11:30
Finding
Freight broker is at 94% of its seats and still growing: 25 more seats for £9,000 a year, on your price book.
The offer went from your rep’s thread after their OK. Each reminder for the order form and the PO is drafted in the same thread for their OK.
Example run. Every moment, case, offer and OK signed and dated.
The agents do the legwork. You make the calls.
Watch every customer for the moment
Each morning it reads the usage, billing and CRM you connect, and each customer’s public news: a plan nearly full, new users joining, a new office, a funding round, a hiring push.
Build the case from their own usage
Seats used, growth over 90 days and the teams adding users, from that customer’s own account. Every figure opens its source, so their buyer can check it.
Draft the offer on your price book
Your list price, or a discount you approved in advance, in your rep’s own thread. Anything off the price book waits for you.
Your rep sends it. The agent tracks it to signature.
It goes only after your rep approves the words, and every follow up waits for their OK too. Then the order form goes out for signature, and each reminder for it and the PO waits for the same OK.
It covers the whole job, and stops where it should.
What counts as a moment
A plan nearly full
Seats, credits or volume close to what the plan allows, from the usage you connect.
New users joining
People signing up to the account on their own, a team at a time.
Public news
A new office, a funding round or a hiring push, read from public news, job boards and the customer’s own site.
Health first
An open complaint or a falling health score holds the offer and flags the account to your team instead.
Every offer
The price
Your list price or a discount approved in advance. It can’t invent a discount or change your terms.
The case
Built from the customer’s own usage, so every figure in the offer can be checked.
Who it goes to
The people already in your rep’s thread or your CRM. Never a list it builds.
Where it stops
Before anything sends
The offer, every follow up, the order form and every reminder wait for your rep’s OK.
At a no
A “no” or a “not now” stops it for that account until a new moment and your rep’s OK.
At signature
People sign. It tracks the order form and the PO, and never accepts terms.
Prospects
Never. Customers already on your books only.
Every offer stays on the record, from the moment to the PO.
See a real store checkMoments, as they land
Each account, what changed and where it came from, in Slack or email.
The case
A page and a PDF from the customer’s own usage, ready for their buyer.
The offer, drafted
In your rep’s own thread, on your price book, waiting for their OK.
Your CRM, kept current
An expansion deal on the account, with seats, price, stage and next step.
Order form and PO
Sent after your rep’s OK, tracked to signature, and matched to the PO.
A weekly note
Moments found, offers out, orders signed, and anything waiting on you.
Start from the recipe. Change anything.
- Accounts
- Every customer, or the ones you pick
- Moments
- A plan nearly full, new users, a new office, funding, hiring, or your own
- Data
- Usage, billing and CRM from the tools you connect, read only
- Price
- Your price book and the discounts you approve in advance
- Sends from
- Your rep’s own thread
- Needs your rep’s OK
- Every offer, follow up, reminder and order form
- Signing
- Always a person
- Stops
- At a no, a not now, or an open complaint
The same recipe, different jobs.
- SalesAccount managers and customer success see every expansion moment the morning it happens, with the case and the offer drafted.
- FoundersNo account team? Every customer that outgrows its plan gets an offer, and you approve each one.
- DevelopersSend your own usage events through the API, and get each moment and its drafted offer back by webhook.
The agent drafts. Your rep sends. People sign.
Up to 520 hours a year saved, if your rep spends 10 hours a week building cases and offers by hand: 5 a week, 2 hours each. The agent builds each one from the customer’s own usage, and your rep checks it.
| The agent | Your rep | |
|---|---|---|
| A moment on an account | Finds it in usage or public news | Sees it the same morning |
| The case | Builds it from the customer’s own usage | Checks it |
| The offer | Drafts it on your price book | Approves the words, then it sends from their thread |
| Anything off the price book | Never on its own | Decides |
| Each follow up | Drafts it in the same thread | Approves it |
| Signature | Sends the order form after your rep’s OK, and tracks it | Signs, with their buyer |
| The PO | Drafts each reminder in the same thread, and matches the PO to the order | Approves each reminder |
Customers only. Nothing goes out without your rep’s OK.
Expansion offers tells you each morning: a declared AI agent reads the usage, billing and CRM you connect and each customer’s public news, and flags a plan nearly full, new users joining, a new office, a funding round or a hiring push, with the offer drafted for your rep.
No. Expansion offers contacts only customers already on your books, and only the people already in your rep’s thread or your CRM.
Your rep. The Expansion offers agent drafts it in their own thread, and it goes in their name only after they approve the words. Every follow up waits for their OK too.
No. Expansion offers uses your list price or a discount you approved in advance. Anything else waits for you.
Expansion offers reads the usage, billing and CRM you connect, without changing them, and each customer’s public news: funding, new offices and open roles. It never contacts their staff to find out.
Expansion offers stops for that account and logs why. It won’t draft another offer until a new moment and your rep’s OK.
Expansion offers holds the offer when an account has an open complaint or a falling health score, and flags the account to your team instead.
Never. Expansion offers sends the order form after your rep’s OK, tracks it to signature, and drafts each PO reminder for their OK. People sign.
Expansion offers saves your rep up to 520 hours a year, if they spend 10 hours a week building cases and offers by hand: 5 a week, 2 hours each (10 × 52 = 520). The agent builds each case from the customer’s own usage and drafts the offer on your price book. Your rep checks it and approves the words.
Expansion offers acts on the growth Account watch finds: it builds the case, drafts the offer for your rep and tracks it to a signed order form. Account watch tells you every morning who’s at risk and who’s ready to grow.
Offer every customer more the week they need it.
Join the waitlist. Expansion offers comes ready to read your usage, price each offer from your price book and draft it in each rep’s own thread.