Automatic Expansion Opportunity Flags
Every Monday, WebRun opens Planhat, finds accounts showing expansion signals such as seats nearing their limit, rising adoption, and a promoter NPS, logs each opportunity and its trigger in Google Sheets, and posts the owning CSM a ranked upsell shortlist in Slack so growth conversations start from data.
How can I find accounts ready for an upsell or expansion?
Every Monday, WebRun scans Planhat for accounts showing expansion signals such as seats nearing their limit, rising adoption, and a promoter NPS. It logs each opportunity and its trigger in Google Sheets and posts the owning CSM a ranked upsell shortlist in Slack, so growth conversations start from real usage data instead of guesswork.
- Upsell-ready accounts surface every week from real usage
- Each opportunity leads with the signal that triggered it
- Expansion pitches stay with the CSM, never automated
Built for customer success teams · CSMs · account managers · SaaS companies
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.planhat.comin a real browser with your saved login - no setup, no API keys. -
1
Planhat - find expansion signals
planhat.com
WebRun opens Planhat to find accounts showing expansion signals. - Open Planhat and filter your portfolio for expansion signals: seats near their limit, rising adoption, green health
- For each, read seat utilization, active-user growth, NPS, and current plan
- Capture the strongest signal and the owning CSM for every flagged account
Done when Every account with an expansion signal has its trigger and owner captured.
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2
Google Sheets - log each opportunity
google.com
WebRun logs each expansion opportunity into a ranked sheet. - Open the expansion pipeline sheet and add a row per flagged account
- Record the trigger, current plan, seat gap, NPS, and a suggested next move
- Sort so the strongest, highest-value opportunities sit at the top
Done when Each expansion opportunity is logged and ranked in the sheet.
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3
Slack - share the upsell shortlist
slack.com
WebRun posts each CSM their ranked upsell shortlist. - Post the owning CSM a ranked upsell shortlist for the week
- Lead with the signal so the CSM knows why the account qualifies
- @-mention the owner and leave the pitch to them. Never email the customer or send a quote automatically
Done when Each CSM has their upsell shortlist in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it pitch customers or send quotes on its own?
No. This workflow only flags opportunities internally: a logged sheet and a Slack shortlist for your own team. It never emails the customer or sends a quote. WebRun surfaces the signal and the CSM owns the expansion conversation.
What counts as an expansion signal?
It looks for the patterns that precede an upsell in Planhat: seats nearing the licensed limit, rising active users, strong adoption, and a promoter NPS, then leads with the strongest signal so the CSM knows why each account qualifies.
How is this different from a renewal reminder?
A renewal reminder is about keeping the contract. This is about growing it: it watches usage and sentiment for accounts ready to buy more seats or a higher tier, surfacing growth opportunities rather than expiry dates.
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