Stage: Pipeline and deal management

Find Expansion Accounts

Use this skill to surface upsell and cross-sell opportunities within your existing customer base by running expansion-focused signals against a list of current accounts.

Works with or without the Saber CLI — the HubSpot MCP or a manual customer list are equally valid starting points.

Step 1 — Get the customer list

Ask the user how their customer data is available:

Path A — Saber CLI

Run saber --help to confirm the CLI is installed.

saber list company list

Ask which list contains current customers. If a customer list doesn't exist yet, offer to create one.

Path B — HubSpot MCP (if available)

Pull customers directly using the HubSpot MCP:

Fetch HubSpot companies where lifecycle_stage = "customer"

Return company name and domain for each. If Saber CLI is available, create a Saber list from these domains. If not, work with the HubSpot data directly.

Path C — Manual list

Ask the user to provide a list of customer domains or company names. Work with that list directly.

Step 2 — Define expansion signals

Expansion signals indicate readiness to buy more or expand into adjacent products/seats. Work with the user to define 3–5 expansion-specific signal questions.

Growth signals (they're scaling and may need more):

• "Is this company actively hiring in roles that would use our product?"
• "Has this company raised funding in the last 6 months?"
• "Is this company expanding into new markets or geographies?"

Problem signals (they're experiencing pain the expansion product solves):

• "Is this company posting about [specific challenge your expansion product addresses]?"
• "Is this company hiring for a role that suggests they're outgrowing their current setup?"

Intent signals (they're researching adjacent solutions):

• "Is this company evaluating or recently adopted [complementary tool]?"

At-risk signals (if the goal is retention, not just expansion):

• "Is this company reducing headcount or announcing layoffs?"
• "Is the original buyer at this company still in their role?"

If signal definitions already exist in conversation context, check whether they're relevant for expansion or whether new ones are needed.

Step 3 — Run expansion signals

With Saber CLI

Check credits first:

saber credits

Tell the user: "Running [N] signals against [M] accounts will use [N×M] credits." Ask them to confirm.

Then create subscriptions:

saber subscription create \
  --list <listId> \
  --name "<expansion signal name>" \
  --question "<expansion signal question>" \
  --answer-type boolean \
  --frequency monthly \
  --run-once

Create one subscription per signal question. Use --run-once to get results immediately.

Without Saber CLI

For each customer and each expansion signal question, research manually or via available tools:

• Web search for recent news (funding, hiring, expansion, layoffs)
• HubSpot MCP: check custom properties or notes for relevant activity
• LinkedIn: check company updates and job postings

Record findings in a structured table:

| Company | Growth signal | Problem signal | Intent signal | At-risk signal |
|---------|--------------|----------------|---------------|----------------|
| Acme    | ✓ Hiring     | —              | ✓ Eval HubSpot | —             |

Step 4 — Score and present expansion opportunities

## Expansion Opportunities — [Customer List Name]

### High priority (2+ positive signals)
| Company | Domain | Signals | Top signal |
|---------|--------|---------|------------|
| Acme Corp | acme.com | 3/4 | Recently funded, hiring in sales |

### Watch list (1 positive signal)
| Company | Domain | Signal |
|---------|--------|--------|
| Beta Inc | beta.io | Expanding into EMEA |

### At-risk accounts
| Company | Domain | Risk signal |
|---------|--------|-------------|
| Gamma Ltd | gamma.io | Reducing headcount |

Step 5 — Suggest next steps

• High priority accounts: use write-outreach with expansion-focused messaging — reference the specific growth signal as the reason for reaching out
• Watch list accounts: re-run signals in 4 weeks to track movement
• At-risk accounts: flag for the account management team and consider a proactive check-in
• Use deal-coaching for any expansion account already in a conversation