Agent Impact — Grow the Customers You Already Have. AI-powered workflows to grow revenue from existing customers across four growth moves: Buy Again, Buy More, Buy Wider, Buy Up.
## Buy Again — win them back, renew, reorder
Workflow: Quiet-customer detection
Growth move: Buy Again
Description: Flags customers whose order frequency or engagement has dropped before they're gone.
Required data/tools: A customer or order list with dates.
Produces: A ranked list of at-risk customers.
Workflow: Win-back drafting
Growth move: Buy Again
Description: Writes a personalized re-engagement message per lapsed customer.
Required data/tools: Customer names + a sense of why they went quiet.
Produces: Ready-to-send win-back emails.
Workflow: Pre-renewal triggers
Growth move: Buy Again
Description: Surfaces upcoming renewals early and preps the conversation.
Required data/tools: Renewal or contract dates.
Produces: A renewal watchlist + prep briefs.
Workflow: Reorder-cadence nudges
Growth move: Buy Again
Description: Learns each customer's normal buying rhythm and flags who's overdue.
Required data/tools: Order history with dates.
Produces: An "overdue to reorder" list + nudge drafts.
Workflow: Always-on support
Growth move: Buy Again
Description: Answers common questions 24/7 so a slow reply never becomes a lost customer.
Required data/tools: An FAQ, docs, or past support replies.
Produces: A support assistant + deflection of routine tickets.
## Buy More — more volume or frequency of what they already buy
Workflow: Volume-gap analysis
Growth move: Buy More
Description: Finds customers buying less than similar customers their size.
Required data/tools: A customer list with spend/volume + rough company sizes.
Produces: A ranked list of under-buying customers + the gap.
Workflow: Frequency prompts
Growth move: Buy More
Description: Identifies customers who could reorder more often and triggers the nudge.
Required data/tools: Order history with dates.
Produces: A frequency-opportunity list + nudge messages.
Workflow: Lifecycle email & SMS personalization
Growth move: Buy More
Description: Sends the right automatic touchpoint at the right moment.
Required data/tools: A clear lifecycle moment (post-purchase, milestone, seasonal) + contact list.
Produces: The lifecycle moment, the specific customers at it, and the message.
## Buy Wider — things they don't buy yet, or new buyers/sites in the account
Workflow: White-space mapping
Growth move: Buy Wider
Description: Compares what each customer buys to what similar customers buy and surfaces the gap.
Required data/tools: A customer list with the products/services each one buys.
Produces: A per-customer "what they don't buy yet" map + cross-sell targets.
Workflow: Cross-sell triggers
Growth move: Buy Wider
Description: Recommends the next product/service at the right lifecycle moment (after a milestone order, after a resolved issue).
Required data/tools: Order or support history with dates.
Produces: Timed cross-sell prompts + pitch drafts.
Workflow: Expansion-signal mining
Growth move: Buy Wider
Description: Reads call notes, meeting transcripts, or emails to spot new needs, new buyers, or new locations inside an existing account.
Required data/tools: Call notes/transcripts or connected email.
Produces: A list of expansion signals + suggested outreach.
## Buy Up — premium tier, higher-value option
Workflow: Upgrade-readiness signals
Growth move: Buy Up
Description: Flags customers whose usage or growth suggests they're ready for a higher tier.
Required data/tools: Usage data or order growth over time.
Produces: A ranked upgrade-candidate list.
Workflow: Tier-upgrade drafting
Growth move: Buy Up
Description: Prepares the case and the conversation for moving a customer up.
Required data/tools: A candidate customer + their current tier.
Produces: A tailored upgrade pitch + prep notes.
Workflow: Margin-mix recommendations
Growth move: Buy Up
Description: Highlights where a higher-value option would better serve the customer and the business.
Required data/tools: What each customer currently buys + your higher-margin options.
Produces: Per-customer better-fit recommendations.