# Expansion Revenue: Find Accounts Outgrowing Their Plan Source: https://maito.app/workflows/find-expansion-opportunities Maito checks seat use, billing and CRM to list accounts near their limits or with new teams, and removes the false positives. Spot accounts that are outgrowing their plan. [Customer success](https://maito.app/workflows/team/customer-success) · [Software](https://maito.app/workflows/industry/software) · On a schedule · Updated October 19, 2026 Works with - Slack - Email - [Amplitude](https://maito.app/workflows/tool/amplitude) - [Mixpanel](https://maito.app/workflows/tool/mixpanel) - [PostHog](https://maito.app/workflows/tool/posthog) - Stripe - PayPal - [HubSpot](https://maito.app/workflows/tool/hubspot) - [Salesforce](https://maito.app/workflows/tool/salesforce) - [Attio](https://maito.app/workflows/tool/attio) - [Pipedrive](https://maito.app/workflows/tool/pipedrive) ## How do you find expansion opportunities? To find expansion opportunities, set Maito to run a regular Loop. It checks seat use, billing and CRM records for accounts near their plan limit or with a new team using the product, and filters out accounts that look full but aren't active. You get a list with the evidence for each. ## How it's done today Upsells happen when customers ask. ## What Maito does 1. Check usage against plan limits 2. Find teams that started using the product 3. List accounts with a reason ## Example Loop run: 1st of the month · Expansion check **Maito** (9:00 AM): 9 candidates: 7 near their seat limit and 2 with a new team using the product. • **Hooli:** 48 of 50 seats active, +6 in 30 days • **Pied Piper:** 94 of 100 seats • **Vandelay Imports:** a new Marketing team of 11 started on Oct 3, on a plan for Sales only • **Stark Logistics:** new Warehouse team, 8 people Full list of 9 in the thread. **Remove one:** Initech looks full at 49 of 50 seats, but only 38 were active in the last 30 days. They don't need more, and you could offer them a smaller plan before renewal. From Amplitude, Stripe and HubSpot. **Jo** (9:20 AM): talking points for Vandelay? I'd like to raise it Thursday. **Maito** (9:22 AM): Three points: the Marketing team is already using it, 11 people on a plan for Sales; the Marketing rollout would take about the same setup; and adding 11 seats comes to $4,950 a year at their current price. It's your call how to raise it. ## How to set it up On a schedule Find expansion opportunities Ask your agent “On the 1st of each month, compare seats and usage with each customer's plan using Amplitude, Stripe and HubSpot. Post the accounts that look ready to upgrade in #customer-success, with the reason.” Connect analytics - Amplitude - Mixpanel - PostHog Connect billing - Stripe - PayPal Connect CRM - HubSpot - Salesforce - Attio - Pipedrive Not connected yet? Your agent sends you a link to sign in. ## What it won't do It sees usage and billing, not budget or intent. A good candidate still needs a conversation. ## Questions ### What signals does it use? Seats active against seats paid, new teams, and growth over 30 days, from analytics, billing and your CRM. ### Does it remove false leads? Yes. An account at 49 of 50 seats with only 38 active is marked as a candidate for a smaller plan. ### Does it contact customers? No. It gives your team the list and the evidence. ## More customer success workflows - [Flag accounts at risk of leaving Get a weekly list of customers showing signs of churn, with the reason for each. Customer success · On a schedule Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce, Stripe, PayPal.](https://maito.app/workflows/flag-accounts-at-risk-of-leaving) - [Prep a quarterly business review Get the QBR deck drafted from usage, tickets and goals. Customer success · When you ask Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce, Stripe, PayPal.](https://maito.app/workflows/prep-a-quarterly-business-review) - [Write a one-page account plan Goals, blockers, next steps and renewal date on one page. Customer success · When you ask Works with HubSpot, Salesforce, Granola, Fireflies.](https://maito.app/workflows/write-a-one-page-account-plan) - [Run onboarding check-ins New customers get the right nudge at the right step of onboarding. Customer success · On a schedule Works with Amplitude, Mixpanel, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/run-onboarding-check-ins) - [Weekly update to the customer's executive Send a short progress note to the customer's sponsor without writing it from scratch. Customer success · On a schedule Works with HubSpot, Salesforce, Intercom, Pylon, Gmail, Microsoft 365.](https://maito.app/workflows/weekly-update-to-the-customers-executive) - [Catch the meaning of a customer email Know when a customer is unhappy even when the email is polite. Customer success · When something happens Works with Gmail, Microsoft 365.](https://maito.app/workflows/catch-the-meaning-of-a-customer-email) [See all workflows](https://maito.app/workflows) ## Put your AI teammate to work. Set it up in minutes. Start with this one, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Ffind-expansion-opportunities)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)