Expansion Signal Spotter
Monitor existing customer accounts for expansion signals and turn those signals into a prioritized weekly opportunity report. The runbook scans public web, hiring, funding, product-usage, and stakeholder-change signals, scores opportunities by signal…
8 steps · start to finish.
- 1Step 1
Environment Setup
▶- Create
/app/resultsand confirm it is writable. - Resolve all required inputs: customer list, product tiers, and any account filters.
- Normalize account records so each account has a company name, domain, current plan, current revenue, seat or usage information when available, and primary contact.
- Write a setup entry into
/app/results/validation_report.jsonif any required input is missing, then stop before scanning.
- Create
- 2Step 2
Load Account Data
▶Read the customer list from the supplied CSV, sheet, CRM export, or structured text. For each account, capture company name, domain, primary contact LinkedIn URL, current plan or tier, MRR or ARR…
- 3Step 3
Detect Expansion Signals
▶For each eligible account, run targeted searches for recent hiring, funding, revenue, product launch, partnership, geographic expansion, and category-specific news signals. Include searches such as:
- 4Step 4
Score Opportunities
▶Compute an expansion score for each account:
- 5Step 5
Generate Talk Tracks
▶For every Hot and Warm opportunity, write a talk track that connects the detected signal to the customer’s business goal, identifies the expansion type, estimates additional MRR when possible, names…
- 6Step 6
Produce Required Outputs
▶Write /app/results/expansion_signal_report.md with the weekly report, including accounts scanned, total expansion pipeline identified, Hot/Warm/Watch summaries, account-level recommendations, trends…
- 7Step 7
Validate Outputs
▶Run structural checks before finishing:
- 8Step 8
Iterate on Errors (max 3 rounds)
▶If any required output is missing, any JSON file fails to parse, or a Hot/Warm opportunity lacks a signal source, perform up to max 3 rounds of targeted repair. Re-run only the failed scan, scoring…