# Expansion Readiness Check

> A gate that confirms three growth signals before any expansion pitch, so you surface expansion rather than push it.

**Category:** Customer Success

**When to use:** When an account is healthy for 60+ days and usage is above the expansion threshold.

**Trigger:** Account health green for 60+ days and usage above threshold

## Steps

1. Confirm three signals: usage up more than 20% quarter over quarter, low ticket volume, and a positive last satisfaction survey.
2. If any signal is missing, re-check in 30 days instead of pitching.
3. If all three are present, identify the specific feature, seat, or add-on aligned with their growth pattern.
4. Frame the offer as a continuation of what is already working, not a separate sale.
5. Hand off to the account owner with usage receipts and a recommended uplift.
6. Tag the account as expansion-active until the deal is open.

## Outputs

- An expansion brief with usage receipts
- A recommended add-on or seat plan
- A handoff scheduled within seven days

## Tools

- Usage analytics
- CRM

## Notes

Expansion that lands cleanly is expansion the customer was already trying to figure out. Your job is to surface it, not to convince.

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Free SOP from the OrgTP Process Library — https://orgtp.com/process-templates/expansion-readiness-check
Run it live with your humans and AI agents at https://orgtp.com.