# Expanding Within Existing Business Accounts Trigger\ Business account with high product usage or satisfaction (e.g. multiple engaged users, NPS > 8).\ Segment: “Expansion Ready” Action Flow Options\ Co-Pilot tests multiple upsell or expansion actions: * Email to admin suggesting adding more teams or features * In-app message or modal (if integrated) with upsell prompt * Task for CSM to schedule expansion call * Wait (control) Co-Pilot Exploration\ Tracks which approaches lead to expansion (more seats, upgrades, features) → automates outreach or CSM task creation. Next-Best-Action Push\ Best-performing expansion trigger pushed via CRM or marketing platform: * Personalized by plan, usage, or success metric * Message timing aligned with usage peak * Routed to CS or AE team if needed KPIs Tracked * Expansion rate (seats, MRR, features) * Click-through or reply rate * CSM call booking rate * Revenue growth from existing accounts --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.churned.io/churned-docs/co-pilot/use-cases/use-cases-library-co-pilot/b2b-saas/expanding-within-existing-business-accounts.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.