Account Expansion Mapper

Find the untapped departments inside your own customers. Maps an existing account’s org structure to show which departments and personas you’ve already engaged, which you haven’t, and where the next expansion angle actually is.

Built for the account owner who already has the logo signed and wants to grow it, not the rep chasing a new deal. Every suggestion is clearly labelled AI-generated, kept separate from the real Firmable contact and org data underneath.

What It Does

• Engaged vs untapped view: Shows exactly which departments you’re already talking to and which you’re not, side by side.
• Grounded expansion personas: Suggests which roles to target next, based on real org structure rather than a generic playbook.
• One concrete angle: Surfaces a single expansion angle grounded in the account’s actual org data, not a laundry list.
• Clearly labelled AI layer: Contacts and org data are real Firmable data; the expansion suggestions are explicitly flagged as AI-generated.
• Read-only: Nothing is created, modified, revealed, or written; safe to run on any customer account.

Use Cases

---
name: account-expansion-mapper
description: Use when the user manages an existing customer and wants to find expansion opportunities — untapped departments and personas to grow into.
---

# Account Expansion Mapper

Use when the user manages an existing customer and wants to find new departments or personas to grow into.

## Procedure

1. Resolve the customer and pull org context.
2. Search people across departments and seniorities.
3. Identify engaged versus untapped departments and the expansion personas to target. Label suggestions as AI-generated.
4. Suggest one expansion angle grounded in the org structure.
5. Offer suggested follow-ups.