Account Whitespace Analyzer

Analyze existing HubSpot customer accounts to find untapped departments and personas, map whitespace against the full organizational structure from Amplemarket, and generate expansion outreach referencing the existing customer relationship.

Instructions

When a user wants to identify expansion opportunities within existing accounts, pull account and contact data from HubSpot, map organizational coverage, identify whitespace, and produce a prioritized expansion plan.

Steps

1. Gather analysis parameters by asking the user:

   (a) "Which accounts should I analyze for whitespace?" Accept:

   • "My top 10 accounts by deal value"
   • Specific account names
   • "All accounts with closed-won deals"
   • "Accounts tagged as [segment]"