Upsell/cross-sell router: when a growth signal surfaces during active delivery or post-deployment optimization, captures the signal and routes it to Specialist for net-new deal creation. Chains with adoption-excellence-review and value-realization-pack for full Stage 5 review. Triggers: upsell detected, cross-sell opportunity, growth signal, land-and-expand, new deal from delivery, expansion routing, expansion signals, flag expansion. DO NOT USE FOR: initial opportunity qualification from inbound signals — use pipeline-qualification.
Captures expansion signals identified during Stage 5 delivery or optimization and routes them to Specialist/ATU with CSAM timing and prioritization alignment, preventing premature or duplicate pipeline creation.
Medium — Signal detection requires judgment; routing rules are exact.
msx-crm:get_milestones with opportunityId, keyword: 'adoption', and includeTasks: true — isolate optimize/adoption milestones with inline task evidence.msx-crm:get_my_active_opportunities to check for existing expansion opportunities (avoid duplicates).msx-crm:create_task to route signal to Specialist/ATUmsx-crm:update_milestone to preserve signal context in current milestone| Signal Type | Example | Route |
|---|---|---|
| Workload expansion | Customer wants to extend to new business unit | Specialist — new Stage 1-2 opportunity |
| Usage growth | Consumption exceeding targets, new use cases emerging | CSAM documents, Specialist evaluates |
| Technology uplift | Architecture modernization or migration need | CSA captures signal, Specialist creates pipeline |
| Renewal with scope change | Renewal includes new workloads or services | Specialist — linked opportunity |
expansion_signals: detected signals with classification and evidenceownership_route: CSAM → Specialist routing with timing recommendationduplicate_check: existing opportunities that may cover this signaldry_run_tasks: signal routing and preservation payloadsnext_action: "Expansion signal routed. Specialist/ATU to evaluate for Stage 1-2 pipeline creation."