customer-expansion-scoring

Template placeholders

Replace every {{...}} before enabling. See the setup checklist reference for the full setup list.

• {{PRODUCT}} — Your product name
• {{PARENT_SCORING_SKILL}} — The parent lead-scoring skill this returns to (runs ACV assessment before this)
• {{CRM}} — Your CRM (e.g. HubSpot)
• {{DEPTH_SIGNALS}} — Your product's REAL usage-depth indicators (see Signal Stack #2 — must be replaced)
• {{AUTO_CREATED_ARTIFACTS}} — Objects your onboarding auto-creates for every account (excluded from depth)
• {{FOUNDER_CONTENT}} — Whose LinkedIn content signals post-conversion advocacy (usually a founder)
• {{TIER_SCALE}} — Tiers, low→high (default: Bronze / Silver / Gold / Diamond)
• {{INACTIVITY_CAP}} — Inactivity window that caps the tier (default: 30 days → cap at Silver)

Use when the account is a paying customer (Closed Won stage).

Goal: How deeply are they using {{PRODUCT}}, and how much bigger could this account get?