Click through how a custom Agent Builder agent, run from a workflow, reviews each account 90 days before renewal, separates what the customer already owns from net-new options and delivers a ranked expansion brief before the QBR.
Click the numbered orange boxes in the guide to jump to each part of the screen. Illustrative mockup with fictional data.
Expansion Scout is a custom HubSpot agent that reviews CRM history, products owned, the customer's website and your catalog before each renewal, excludes existing and declined work, and delivers a ranked expansion brief with evidence.
Expansion depends on whether a CSM happens to notice the opening.
The custom agent in Agent Builder, product catalog context, a product-usage sync and a workflow that runs the agent 90 days before renewal (Run agent action, beta). Agent Builder agents use 1 HubSpot Credit per action unit.
A short ranked list of credible opportunities, each with evidence from calls, usage, the website or the CRM, and an estimated value.
It maps owned products, open deals and recent declines first, and excludes them from recommendations.
A catalog with each product's fit criteria and proof points, so it can match openings to the right offer.
No. Accounts with poor health go to the CSM for a retention conversation instead.
We load your catalog, build the scout and trigger, and test it on a sample of upcoming renewals first.
We engineer growth systems. JayOh builds the RevOps architecture, GTM execution and data infrastructure that turn messy revenue operations into predictable pipeline for B2B SaaS and PE-backed teams.
