🧭 Use Cases for Account Expansion

Unlock new revenue from existing customers—starting at your booth.

When Customers Visit, Opportunities Knock

One of the most telling signs of a strong customer relationship? They stop by your booth at an event. Whether to say hi, give feedback, or explore more—it’s an invaluable moment.

💡 Every customer visit is a moment of account validation, social proof, and expansion opportunity.

What makes it even more powerful?

The chance to have face-to-face conversations that reveal new challenges, adjacent needs, or shifts in their strategy.

See the Bigger Picture, Right at the Event

In-person conversations unlock insights that digital channels often can’t:

• New initiatives they’re piloting
  
• Pain points in other departments
  
• Frustrations with current tools
  
• Budget cycles you weren’t aware of
  

With the B2Brain app, your team can quickly capture:

🎙️ Voice notes summarizing the conversation
🏷️ Tags and themes linked to your product modules or services
🔁 Follow-up actions for cross-sell and upsell plays

🤝 Real-World Use Case: One Visit, Three Opportunities

Before:
A long-time customer stops by your booth. You chat casually, but forget to log what they mentioned about needing integrations for a new system. Days later, the memory fades.

After (with B2Brain):
Your account manager logs a 45-second voice note right after:
“Spoke to David from GlobalCorp. They’re expanding to LATAM, need help with multilingual onboarding. Mentioned frustrations with analytics dashboard in current usage.”

Result? A follow-up email, a demo scheduled, and a $120K upsell opportunity unlocked.

💼 How B2Brain Enables Strategic Expansion

• • Capture insights from face-to-face customer visits
    
  • Discover adjacent needs and underutilized product areas
    
  • Tag voice notes for cross-functional teams (Customer Success, Product, RevOps)
    
  • Align on expansion plays and timing
    
  • Sync with CRM for nurturing and forecasting
    

  Don’t just celebrate customer visits—convert them into growth.

📈 Outcomes for Account Teams

• • Increased NRR (Net Revenue Retention)
    
  • Stronger CSAT through deeper listening
    
  • Faster identification of expansion paths
  • Improved internal visibility into account health and growth potential

🎥 See It in Action

Watch how B2Brain turns casual booth chats into strategic account growth

Make Every Customer Visit Count

✔️ Capture what’s not said on Zoom
✔️ Identify upsell/cross-sell moments
✔️ Strengthen customer relationship
✔️ Prove ROI to your account teams

Fuel your expansion strategy—right from the expo floor.