> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Expansion Opportunity Finder

> Researches customer businesses and usage to recommend tailored cross-sell and upsell opportunities.

<Frame>
  <img src="https://mintcdn.com/cassidy/sYy-vNuqpU0xqerK/images/use-cases/expansion-opportunity-finder-img-0.png?fit=max&auto=format&n=sYy-vNuqpU0xqerK&q=85&s=207390364c044a992e28b0af0440b854" alt="Expansion Opportunity Finder" width="1920" height="1080" data-path="images/use-cases/expansion-opportunity-finder-img-0.png" />
</Frame>

## What does this mean?

Equips customer success and account managers to surface the most relevant, high-impact expansion plays—driven by context-rich qualitative intelligence and product familiarity—so they can drive upsell effectiveness and revenue growth without wasted effort or generic pitches.

Researches each customer’s business, reviews current and past usage, and draws on a deep understanding of every available product and service offering—along with internal success stories and industry best practices—to recommend tailored cross-sell and upsell opportunities based on adoption gaps, fit, and business goals.

## Workflow steps

<Steps>
  <Step title="Trigger on customer review">
    The Workflow activates via a manual trigger, Salesforce trigger, or scheduled trigger when it's time to assess expansion opportunities for a specific customer account.
  </Step>

  <Step title="Research customer business">
    Cassidy's Research Agent searches the web to gather current information about the customer's company—recent news, strategic initiatives, industry trends, and business goals that could signal expansion readiness.
  </Step>

  <Step title="Analyze usage and adoption">
    The Workflow reviews the customer's current product usage, adoption patterns, and engagement history to identify gaps or underutilized features.
  </Step>

  <Step title="Match against product offerings">
    The Workflow draws on your Knowledge Base—containing every available product, service, and feature—to identify cross-sell and upsell opportunities that align with the customer's adoption gaps and business context.
  </Step>

  <Step title="Surface success stories and best practices">
    Cassidy searches your Knowledge Base for relevant internal case studies, success stories, and industry best practices that support each recommended expansion play.
  </Step>

  <Step title="Generate tailored recommendations">
    The Workflow compiles the research, usage analysis, and product fit into a context-rich expansion brief with specific, prioritized upsell and cross-sell recommendations—complete with supporting rationale.
  </Step>

  <Step title="Route for review and action">
    The expansion brief is delivered to the account manager or CSM via email, Slack, or logged directly to Salesforce—ready for human review before customer outreach.
  </Step>
</Steps>

## Related

<CardGroup cols={2}>
  <Card title="Build and configure an Agent" icon="robot" href="/agents/build-and-configure">
    Create a custom Agent with tailored instructions and Knowledge Base access.
  </Card>

  <Card title="Set up your Knowledge Base" icon="book" href="/knowledge-base/setup">
    Add your company documents so Agents can reference them.
  </Card>
</CardGroup>