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Expansion & Upsell Agent

Account-based expansion readiness.

Continues the Harbor & Co. storyline after Demo 3 conversion. When usage approaches 80% of tier limits, the agent enriches the account with hiring signals, synthesizes an Expansion Readiness Report, and drafts a tailored AE outbound sequence — instead of passing a cold PQL with no context.

Ready
Simulation clock: Mon, Jul 14 · 9:00 AM PT cycle: weekly expansion scan · tier threshold: 80% · account: Harbor & Co.

Expansion workflow · Harbor & Co.

awaiting scan
HC
Harbor & Co. · LedgerCore Plus (paid)
Customer since Demo 3 conversion · Jordan Ellis, Director of Finance · 8 seats · renewal in 142 days · original source ELM-9949
Expansion PQL
01 Usage threshold · tier capacity product telemetry · weekly scan
Plus tier seat utilization 64%
8 / 10 seats active API volume +34% WoW Utility score 91/100
02 PQL routing decision marketing automation vs agentic path
Traditional path
Cold PQL to sales
Marketing flags "product qualified lead." AE gets a name and tier — researches usage and hiring manually before first touch.
Agentic path
Enrich · synthesize · sequence
Agent calls FirmGraph enrichment, merges usage spikes with hiring signals, and delivers a ready-to-send expansion package to the AE.
03 External enrichment · FirmGraph API hiring · firmographics · org changes
FirmGraph · hiring signal
3 new Finance Operations hires in last 45 days · Seattle HQ · roles match LedgerCore power-user profile
FirmGraph · growth signal
Headcount +18% YoY · retail expansion noted · 2 new store locations opened Q2
FirmGraph · contact signal
Jordan Ellis promoted to Director of Finance · expanded buying authority · primary admin since trial
04 Expansion Readiness Report readiness score · 94/100
Expansion Readiness Report · Harbor & Co. · generated by agent

1 · Platform utility summary

Harbor & Co. runs at 82% seat capacity with +34% API volume WoW. PayFlow and WorkforceHub modules are fully adopted. Utility score 91/100 — among top 8% of Plus customers by engagement depth.

2 · External enrichment context

  • 3 Finance Ops hires in 45 days — onboarding wave incoming
  • 18% headcount growth · retail expansion active
  • Jordan Ellis promoted — strengthened economic buyer signal

3 · Recommended expansion motion

Upsell to LedgerCore Enterprise · +5 seats · advanced API limits · multi-entity reporting. Est. incremental ACV +$2.4K/mo. Frame around new hire onboarding and API headroom before hard limit blocks month-end close workflows.

05 AE outbound sequence · drafted personalized · usage + enrichment hooks
T1
Email · capacity headroom
"Jordan — you're at 82% of your Plus seat limit with API volume up 34% this week. Here's what Enterprise unlocks before you hit the wall."
Pending
T2
Email · hiring onboarding hook
"Congrats on the Finance Ops expansion — saw 3 new hires. Enterprise includes bulk seat provisioning and onboarding playbooks for teams scaling fast."
Pending
T3
Call script · ROI close
15-min expansion call · ROI calculator pre-filled with Harbor usage data · Jordan + new Finance Ops leads as attendees.
Pending
06 AE handoff CRM · Outreach · no cold PQL
Riley Chen · Account Executive · Expansion
Package delivered: Expansion Readiness Report (score 94) · 3-touch sequence pre-loaded in Outreach · CRM opportunity stub at "Expansion Identified."

Why now: 82% capacity + hiring wave + Jordan's promotion — agent synthesized product usage and FirmGraph enrichment so Riley sends the first email in minutes, not days of research.
PQL queue bypassed · enriched handoff · est. +$2.4K/mo incremental ACV

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