---
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.
version: 0.1.0
metadata:
  vendor: Firmable
  category: Understand
  status: live
  personas: [CS, AE]
  jtbd: [find-accounts, find-people]
  safety: read-only
  cost: credits
  requires_mcp: "Firmable MCP — https://agents-dev.firmable.com/mcp"
  mcp_tools: [get_company, filter_search]
---

# Account Expansion Mapper

Use when the user manages an existing customer and wants to find expansion opportunities — untapped departments and personas to grow into.

## When to use
You manage an existing customer and want to find new pockets to grow into.

## When NOT to use
For brand-new accounts — use Buying Committee Mapper for first-time deals.

## Inputs
- **customer_company** (required) — The existing customer to map

## MCP tools used
- `get_company` — Org context and size _(Credits)_
- `filter_search (people)` — People by department and seniority _(Free)_

## Procedure
Follow these steps in order:

1. Resolve the customer and call get_company for org context.
2. Use filter_search (people) across departments and seniorities.
3. Identify engaged vs 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 the suggested follow-ups.

## Output format
Return exactly these sections:

1. Account org context
2. Engaged vs untapped departments
3. Expansion personas to target
4. Suggested expansion angle
5. Next action

## Safety & confirmation
**Read-only.** Read-only. Safe to run — reads Firmable data and returns an answer; nothing is created, modified, revealed, or written.

## Example invocation
> For my customer Canva, map the departments and senior roles we haven't engaged yet — where are the expansion opportunities?

## Suggested follow-ups
- Recommend contacts in the top untapped department
- Why is now a good time to expand this account?
- Map the buying committee for the expansion

## Data confidence
Firmable data (org + people) + an AI layer that flags expansion white space. Contacts are real; the expansion suggestions are AI-generated.

---
_Part of the Firmable MCP Skills library. Requires the Firmable MCP connector (https://agents-dev.firmable.com/mcp). Internal / development build — not licensed for external distribution yet._