This template analyzes customer success and account management calls to surface expansion opportunities.
Upload ongoing client calls, and receive a quote-backed report with upsell triggers, unmet needs, and suggested plays.
Customers don’t always ask for more — but they hint at it.
This template detects subtle language and behavior that signals future need, growth plans, or service gaps your team can act on.
Definition: Upsell signals are conversational cues that indicate a customer’s readiness, interest, or need to expand their current solution — surfaced from VOC analysis of post-sale calls.
| Benefit | Description | Impact |
|---|---|---|
| Proactive Expansion | Act before the customer formally requests more | Increase upsell velocity |
| CS → Sales Bridge | Help CS teams surface expansion-ready leads | Improve cross-team coordination |
| Strategic Targeting | Focus sales on likely-to-expand accounts | Higher expansion win rates |
| Product Alignment | Spot feature gaps that drive cross-sell readiness | Close roadmap + retention loop |
Account Managers — Identify upsell openings during check-ins
Customer Success Teams — Flag growth accounts early
Sales Expansion Leads — Prioritize outreach with clear triggers
Product Teams — Understand what leads customers to expand
“Insight7 helped our CS team flag expansion-ready accounts 2–3 months ahead. Our upsell playbook now starts before the buyer ever mentions it.”
— Hayden Emmett, Consultant
