← The workflow library

Account Expansion

Customer Expansion (Multi-Department)

Detects when one department is using your product successfully. Clay maps the org chart and launches outreach to leaders in other departments or regions to expand footprint.

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Trigger
Successful single-department usage
What it runs
  1. Map organizational structure
  2. Identify expansion opportunities
  3. Create department-specific messaging
  4. Launch multi-department outreach

What it runs on

ClayHubSpot

More Account Expansion workflows

See all 21 in the library →

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We build it, run it with you, and hand it over, with an engineer who can keep it running. Or hire that engineer directly.

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30 minutes to scope it. Engagements are contracted through WarmUp, Inc.