Account Expansion Play
Turn one relationship into a connected buying group. See who is already engaged, find the right people missing from the conversation, and reach each one with tailored outreach grounded in what matters to their account.
What it does
Most accounts have more people who care than your team has reached. The Account Expansion Play takes a single account and builds a complete picture of it: who is engaged, what they have been doing, and who is still missing from the conversation. It then finds the right new contacts and writes the outreach to reach them.
If the account has been acquired by or merged into another company, the play treats the parent as fresh whitespace and prospects there too.
Runs under Safe Autonomy. Every move is proposed, approved on your terms, committed, and reversible in one click.
How it works
From account context to tailored outreach in four steps.
- 1Step 01
Review account engagement
Reviews the account's engagement history, buying signals, and recent activity to understand where things stand.
- 2Step 02
Research the account
Runs account research to surface what matters most about the company right now.
- 3Step 03
Find the right contacts
Finds contacts that match your ideal customer profile, including people already in your system and net-new people you have not yet engaged.
- 4Step 04
Draft outreach and flag hot leads
Drafts tailored outreach for each priority contact and flags the hottest leads for your team.
What you get
Get a clear account action plan with a ranked list of ICP-fit prospects, including people you already know and new contacts worth reaching. Each person comes with ready-to-send messaging tailored to them, and the hottest leads are shared with your team so reps know where to focus first.
Why it matters
Single-threaded relationships are one of the most common reasons expansion stalls. This play widens your footprint inside an account in one pass, so reps spend their time on conversations instead of research and list building.
Put the Account Expansion Play to work
Find the people missing from your account and start the next conversation.