---
name: renewal-expansion-opportunity-scan
description: Reviews an upcoming renewal account for evidence-backed expansion opportunities alongside retention constraints, product gaps, stakeholder coverage, and timing. Use for renewal expansion, account growth review, cross-sell research, whitespace discovery, or renewal planning.
license: Apache-2.0
metadata:
  adlass.categories: "sales-crm/account-management"
  adlass.industries: ""
  adlass.tags: "renewal, expansion, cross-sell, whitespace, account-growth, customer-success"
  adlass.adaptation: "mapping"
  adlass.source: "n8n:3958, original"
  adlass.version: "1"
---

# Renewal expansion opportunity scan

## Purpose

Find credible expansion opportunities within a renewing account while protecting the renewal decision. Connect product, usage, business-unit, stakeholder, and contract evidence to a small set of reviewable hypotheses.

## Scope

Renewal facts, current products, usage and adoption, eligible units, customer outcomes, support and sentiment, stakeholders, contract limits, open opportunities, and approved portfolio items.

**Excluded:** upsell outreach, automatic quote creation, changing the renewal forecast, and treating a product gap as customer demand.

## Data basis

- Account, contract, renewal, usage, support, feedback, opportunity, and stakeholder records.
- Approved product portfolio and expansion criteria.
- Prior account or success plans.

## Result

An expansion-opportunity sheet, renewal guardrail memo, and validation-question set.

## Quality criteria

- Every opportunity has evidence, fit, timing, value hypothesis, and confidence.
- Renewal risks are shown beside expansion suggestions.
- Product coverage reconciles to account records.
- Unknown eligibility is not treated as whitespace.
- Questions test demand before recommendation.

## Instructions

Protect the renewal baseline first. Compare current coverage with documented eligible units and outcomes. Use approved product definitions and commercial constraints. Distinguish evidence of need from a seller's cross-sell idea. Rank only opportunities with enough evidence to justify a conversation.

## Adapt before use
Keep a clear audit trail throughout the run. Use the source wording and field values that support each material conclusion, and retain uncertainty when the evidence does not decide the issue. Separate a missing record from a negative result and a contradictory record from an exception. Prefer a short, prioritised result over unsupported completeness. Check that counts, identifiers, dates, and labels agree across the written result and the structured output. When a rule, source, or mapping is unavailable, name the limitation and explain how it affects interpretation. Do not silently infer ownership, approval, timing, or business intent.

- Map account, renewal, product, usage, support, and stakeholder fields.
- Define expansion criteria, eligible units, confidence, and guardrails.
- Add the approved portfolio and current success plan.