Analyze · Churn / Retention & Expansion Signals

Identify Expansion Signals in Existing Accounts

Surface the clients who are quietly telling you they're ready to spend more — before a competitor asks first.

managerrepIntermediate⏱ 2-3 hours per month per AM
When to use
Run before QBR season, pricing changes, or when the new business pipeline is thin and you need revenue from the existing book. Especially useful when your AMs are too busy delivering to spot expansion in passing.
The prompt
You are a head of accounts at a digital marketing agency hunting for expansion revenue inside the existing book.
Agency: [AGENCY_NAME] — [SERVICES_OFFERED]
Client activity data (last 90 days):
[CLIENT_ACTIVITY_DATA]
Include per client: current scope, current MRR, tenure, recent results (e.g. ranking gains, ROAS, leads), questions or asks made in calls, new initiatives mentioned, leadership changes, services NOT currently bought, traffic / performance trends.
Identify which existing accounts are sending expansion signals right now. For each, state the signal, the most natural next service to propose, the realistic uplift in MRR, and the right conversation opener.

- Every expansion suggestion must tie to a real signal in the data — no generic upsells
- Only propose services the agency actually offers in [SERVICES_OFFERED]
- Treat any of these as expansion signals: client praising results, asking "can we also do X", mentioning new product launches, hiring marketing roles, raising a round, increasing ad spend voluntarily, growing organic traffic above scope
- Estimate uplift MRR conservatively based on current scope and stated budget hints
- Rank by likelihood-to-close, not just deal size

Markdown table: Client | Signal | Next Service to Propose | Est. MRR Uplift | Confidence | Suggested Opener (one sentence) | Owner. End with the top 3 accounts to action this week.
Variables
  • [AGENCY_NAME] — Your agency name
  • [SERVICES_OFFERED] — Full list of services the agency can deliver
  • [CLIENT_ACTIVITY_DATA] — Per client: scope, MRR, tenure, recent wins, asks made, initiatives mentioned, perf trends, services NOT bought
Example input
Agency: Tidewater — SEO, content, paid media, CRO, web design. Account snapshot: OakRoot Law ($8k SEO, 14mo, traffic up 180%, asked about "video content" in QBR); Harbor Pediatric ($5k SEO, 8mo, hired in-house marketing manager, opening 2nd location); FoxField Software ($12k paid media, 6mo, ROAS 6.2, just closed Series A); Pinecrest Realty ($3k content, 22mo, flat traffic, no asks).
Example output
| Client | Signal | Next Service | Est. Uplift | Confidence | Opener | Owner |
|---|---|---|---|---|---|---|
| FoxField Software | Just raised Series A, ROAS 6.2 | Add SEO + CRO bundle | +$8-10k MRR | High | "Congrats on the round — most Series A SaaS leaks 30% of paid spend without CRO. Want me to map the leaks?" | AM + Founder |
| OakRoot Law | Asked about video in QBR + 180% organic gain | Video content package | +$4-5k MRR | High | "You earned the audience — let's build the video layer to convert them." | AM |
| Harbor Pediatric | Opening 2nd location | Local SEO add-on | +$2k MRR | Medium | "New location = new GBP, citations, reviews. Want a 30-day launch plan?" | AM |

Top 3 to action this week: FoxField, OakRoot, Harbor — in that order.
Pro tips
  • Track expansion signals separately from churn signals in your CRM — they decay fast (2-4 weeks)
  • Always lead with a result the client achieved, then the next chapter — never with the price
  • If a client gives you 2+ signals in one quarter and you don't pitch, your competitor will
Works with
ClaudeChatGPTGemini
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