Plan an account expansion coaching session

You'll learn how to: Find and prioritise expansion opportunities within an existing account, plus map the stakeholders you need to influence.

Time: 15-20 minutes per session, end-to-end.

Prereqs: You have at least one active contact in your account. Coaching enabled on your plan.

When to use

• Quarterly reviews: "What growth is possible in this account?"
• After a win: "What's the next piece of business here?"
• Before an account review: "What expansion angles should I present?"
• When you've hit a plateau: "Are we leaving money on the table?"

The session produces a ranked list of expansion opportunities and a stakeholder influence map: exactly what you need before a QBR or expansion planning conversation.

Steps

1. At the bottom-left of the sidebar, toggle to Strategy mode.
2. Click Coaching.
3. The Coaching hub shows 12 canvases grouped by category.
4. Click Account Expansion (under Relationships & Accounts).

5. A setup screen asks you to pick the account:
   • Your open opportunities in that account (recommended).
   • Pick a specific account from your network.
6. Pick one. Click Start.
7. The coach opens with a brief intro: what this session is for and what data it sees.
8. The chat-style session begins. Typical flow:
   • The AI summarises the account: what you've already won, what you're working on, and the key stakeholders.
   • It asks you about the account's stated priorities and your perceived gaps or pain points.
   • It surfaces related contacts and roles you haven't yet engaged with.
   • It asks targeted questions about budget, decision-making, and appetite for new initiatives.
   • It generates a ranked list of expansion opportunities with probability and value estimates.
   • It produces a stakeholder influence map: who you need to align, and in what order.
9. Save / export the output. Suggested actions:
   • Pin it to the related opportunity or account canvas.
   • Share with your manager or expansion partner.
   • Use it to plan your next account touch.

What's in the typical output

• Summary of current account state (revenue to date, active opportunity value).
• List of 3-5 expansion opportunities ranked by potential value and win probability.
• Estimated revenue and timeline for each opportunity.
• Stakeholder map: who influences each opportunity, and who you need to bring along.
• Recommended entry angle for the first conversation.
• Content or insight you could share to build credibility in the new area.

After the session

Use the expansion list to plan touches and meetings. Log any new conversations or signals on the account canvas; the next session you run (QBR Prep, Client Health Check, etc.) will pick up the updated picture.

If something goes wrong

• Symptom: "Account Expansion canvas isn't in the Coaching hub." → Fix: Your plan doesn't include Coaching. Check avatar > Settings > Account.
• Symptom: "Account picker is empty." → Fix: You have no active contacts or opportunities in Nynch yet. Add at least one contact and one opportunity, then retry.
• Symptom: "Opportunities feel generic or low-value." → Fix: The coach works with what it knows. Add more relationship history, meeting notes, or signals to the account. Better data in = better expansion ideas out.
• Symptom: "Stakeholder map doesn't match my org chart." → Fix: The coach builds the map from your contacts and signals. If you have incomplete stakeholder data, add more contacts to the account and retry.
• Symptom: "Session ended without producing output." → Fix: The coach needs you to answer its targeted questions to generate the opportunity list. If you skipped them, restart and engage with the questions.

Related

AI coaching canvases | Run a client health check | Prep a QBR | Add a stakeholder to a deal.