Retention
On demand
Expansion Signal Handoff Agent
Pass on needs with real evidence.
Spot when an existing customer asks for more capacity or a new use case and prepare a sales handoff.
Assess Willow's request for another team.
- Read CRM entitlement and note
What it does
Help Sales understand what an existing customer needs next.
Spot when an existing customer asks for more capacity or a new use case and prepare a sales handoff. Built for customer success and account teams.
Check the customer need
Provide the customer's request and their current plan or agreed scope. Customer requests and capacity trends can help explain a possible expansion need.
Review handoff readiness
Identify what is already included and what may need a separate sales conversation.
Prepare the sales brief
Get a concise handoff with the customer's stated needs and questions to explore.
How it works
Spot when an existing customer asks for more capacity or a new use case and prepare a sales handoff. Built for customer success and account teams.
- Approved documents and context
- Scope and entitlement definitions Sales handoff acceptance criteria Optional: attributed requests for new use cases, teams or capacity, to ground the handoff in a stated need. Optional: current entitlement and usage trends, to show where the existing plan may no longer fit.
- Keep expansion grounded in stated needs
- See what the customer has asked for and how it differs from the current scope before starting a sales conversation.
- Give Sales a useful next conversation
- Pass on focused questions about requirements, ownership and timing so the receiving team can explore the opportunity.
- Mixpanel · Read usage capacity (read)
- Verify sustained capacity pressure.
- Salesforce · Read entitlement and expressed need (read)
- Compare purchased scope with customer requirements.
- Zendesk · Read open service issues (read)
- Expose risks before a commercial handoff.
- Human review and permissions
- Account owner approves; Sales accepts or rejects with a reason.
01Gather the context
Bring together the relevant information from Mixpanel, Salesforce, Zendesk.
02Check what matters
Identify what is already included and what may need a separate sales conversation.
03Prepare the result
Validated gap, differing signals and customer statement. Sales acceptance or rejection with reason.
04Review proposed changes
Account owner approves; Sales accepts or rejects with a reason.
Integrations
Analytics
Mixpanel
CRM
Salesforce
HubSpot
Customer support
Zendesk
Intercom
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Help Sales explore additional customer needs with the context preserved and less back-and-forth at handoff.
- Keep expansion grounded in stated needs
- See what the customer has asked for and how it differs from the current scope before starting a sales conversation.
- Give Sales a useful next conversation
- Pass on focused questions about requirements, ownership and timing so the receiving team can explore the opportunity.
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Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.