Upsell Opportunity Score

Identify expansion potential with AI-driven precision.

Why use Upsell Opportunity Score?

• Use AI to score existing accounts for upsell potential
• Help CS and AM teams prioritize clients most likely to expand
• Surface signals like product usage spikes, shifting needs, or new decision-makers
• Fully compatible with any CRM using simple record-level fields

Ideal for customer success managers, account executives, and growth teams focused on driving net revenue retention with data-backed decisions.

What You Get:

• A ready-to-use AI prompt
• Instructions on how to use the prompt
• Versatile format compatible with multiple AI platforms and CRM tools.