Account expansion

Find your next opportunity
within your customer’s group.

Discover subsidiaries and sister companies, assess where your offering fits and build a focused account expansion plan.

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A place to start

Uncover upsell and account expansion opportunities

Your next opportunity could be
inside the same customer group.

You already sell workforce scheduling software to the UK business. Its sister companies may need it too. Discover where you could add licences, serve more locations or expand the existing agreement.

ACCOUNT EXPANSION / MERIDIANIllustrative scenario · All companies are fictional

YOUR EXISTING CUSTOMERMeridian UKUses your workforce scheduling software

YOUR TERRITORYUK + GermanyFocus your active expansion review here

YOUR GROWTH OPPORTUNITYMore licences. More locations. A wider agreement.Identify where your current product could serve more of the group

WHERE COULD THIS ACCOUNT GROW?

Select a company to see the potential revenue opportunity, what to qualify and how to move it forward.

Potential expansion

Take the UK relationship into Germany.

THE REVENUE OPPORTUNITYAdditional licences for a sister company

If the German business has the same scheduling need and is not covered by your existing agreement, you could extend the deployment to its teams or sites. That creates a route to additional revenue within the same customer group.

Why this company: A manufacturing sister company connected to your UK customer through a shared parent. Germany is in your territory.
What to qualify: Confirm the local scheduling need, existing supplier and contract coverage. The company connection identifies a place to investigate; it does not establish demand or budget.

START THE EXPANSION CONVERSATION

“Could we introduce the scheduling solution used by your UK team to the German operation? Which teams or sites would need their own licences?”

Who can help move this forward?

Your UK sponsor, then German operations

Ask your existing customer for an introduction to the team responsible for workforce scheduling in Germany.

For the account manager who already has a way in

A company name is only
the beginning.

The useful part is deciding whether another business belongs in your account plan—and who can help you find out.

See a complete worked account review

Are they actually connected?

Trace the parent, subsidiary or sister-company relationship. Similar branding alone is not enough.

Could we serve this business?

Review its country and activity against your offering. Mark existing customers and companies already in discussion.

Who should we talk to?

Look up available contacts at the selected company. Use the role to start your research; confirm responsibility with your customer.

What would move this forward?

A warm introduction, a contract check or a question about local purchasing. Keep that next action with the account.

KEEP THE ACCOUNT PLAN USEFUL

The group can change.
So can your next conversation.

Save the group and check supported company updates. When another entity appears, review its connection before treating it as a new opportunity.

What monitoring covers

Start with the customer
you already know.

Start a conversation

Find your next opportunitywithin your customer’s group.

Your next opportunity could beinside the same customer group.