Work with customer success to understand outcomes and unresolved issues. Expansion requests are stronger when the existing relationship is healthy, but do not assume success in one team guarantees fit elsewhere.
Identify responsibilities, relevant stakeholders and the problem you can solve. Check whether budget and buying authority are centralised or local. Build hypotheses, then validate through customer conversations.
Ask the existing sponsor who would benefit from a discussion and how to approach them. Research other confirmed professional paths where useful, while coordinating with the account owner.
Use relevant evidence from the current deployment with permission. Let the new stakeholders assess fit, implementation and value in their own context. Avoid treating an introduction as an expansion commitment.
Orbb can help research people and potential paths inside the account. Record meaningful new engagement and qualified expansion separately from simply adding contacts to the customer map.