Recipe / Account Expansion
Customer Expansion (Multi-Department)
Map the organizational structure around a team that already succeeds, identify expansion opportunities, write department-specific messaging, and launch outreach to other departments.
- Motion
- Existing customers
- Steps
- 4
- Tools
- Clay, HubSpot
- Starts when
- Successful single-department usage
- Where it stands
- From our earlier catalog. Not yet checked against how we work today.
01
Map organizational structure
Clay
02
Identify expansion opportunities
03
Create department-specific messaging
04
Launch multi-department outreach
Clay
In order: Map organizational structure, then Identify expansion opportunities, then Create department-specific messaging, and finally Launch multi-department outreach.
The steps.
- 01
Map organizational structure
Tool Clay
- 02
Identify expansion opportunities
- 03
Create department-specific messaging
- 04
Launch multi-department outreach
Tool Clay
Tools used.
Next to this one on the shelf.
Existing customers
Usage-Based ExpansionTargets accounts nearing limits of their current subscription. Uses Clay + HubSpot to send personalized upgrade proposals, showing the value of increased usage tiers with usage stats and case studies.
Outbound
Buying Committee MappingCombines signals across LinkedIn, Apollo, and Clay to map out key decision-makers at a target account. Launches multi-threaded messaging sequences to increase reply rates and internal buy-in.
Existing customers
Product Usage Signal ExpansionFor SaaS clients: When a customer hits usage thresholds, Clay triggers an upsell campaign. This includes ROI dashboards, upgrade pitches, and CSM alerts for expansion opportunities.
Or have us run it for you.
We build it in your tools and run it with your team, in your name.
Or skip the form
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- Pick a timeOpen the calendar