EXISTING ACCOUNT EXPANSION

Expand what already works.

Start with proof. Map the account around it. Find the next LOB, region, client program or Sanas product—and the person who can unlock it.

01 · VALUE

One speech layer. Different business outcomes.

Use the workflow to choose the metric and buyer.

SUPPORT / TECH

Reduce friction.

AHT · FCR · escalations · repeat calls

SALES

Increase trust.

Conversion · transfer rate · talk time

BILLING / COLLECTIONS

Improve clarity.

RPC · promise-to-pay · disclosure accuracy

HEALTHCARE

Make complexity easier.

Member experience · escalations · multilingual support

02 · EXPANSION MECHANICS

Land → prove → expand → standardize.

Research model from my Sanas preparation; actual pricing and contract mechanics would come from the account team.

PILOT250–500seats

Prove AHT / CSAT / FCR.

QUEUE / LOB2,500–5,000seats

Expand across teams or geographies.

ENTERPRISE20k–50k+seats

Standardize across regions or BPO programs.

03 · ICP

Where I would focus first.

Large offshore / nearshore contact-center populations serving North American customers, where communication quality is tied to operating or revenue metrics.

ACCOUNT

1,000+ agents

BPO or enterprise-owned contact-center operation.

BUYERS

Ops · CX · Vendor Mgmt

Plus site leadership, finance and IT/security when required.

WHITESPACE

LOB · geo · product

Support → sales · Manila → Bogotá · Accent → Language / Intelligence.

04 · THE WORK

Sequentially, not as disconnected tactics.

This follows the architecture I would use once I had Salesforce, CSM and product-usage access.

1Account map

Implementation · sites · seats · LOBs

2People

Champion · buyer · decision maker · relationships

3Signals

Usage · hiring · tech · exec moves · RFPs

4Plan

QBR · event · roadshow · timing

5Action

Warm path → concise outreach → qualified meeting