This recipe describes how to stop missing organic expansion signals that appear in support and success conversations.
Customers often mention growth plans informally long before they submit any request. These hints can easily be lost in daily workflows. An expansion signal router monitors interactions and flags those that suggest new regions, higher volumes, or additional workflows.
You can just switch on monitoring in the Sales Expansion section in the Unless dashboard. This will use several presets to detect expansion signals and label the conversation accordingly. You can also define your own detection rules there.
When this label is found, the system can create a task or opportunity stub and assign it to the owning CS or sales team. It includes signal_summary, links to the original conversation, and suggested next steps. This allows for leaders to track organic expansion and take action when needed.
You can optionally use audience segmentation to influence what in-product users see after such a signal. If an account mentions moving into a new region, you might show in-app notifications in the portal with checklists or explainers about how your product supports that region, without making direct sales offers.
Conclusion
An expansion signal router for CS and sales teams turns subtle hints into a structured flow of opportunities. With the built-in monitoring and targeted tasks and notifications, it helps your teams keep pace with customer growth and have expansion conversations at the right time.