Account Whitespace Analyzer

Account Whitespace Analyzer

Analyze existing HubSpot customer accounts to find untapped departments and personas, map whitespace against the full organizational structure from Amplemarket, and generate expansion outreach referencing the existing customer relationship.

Instructions

When a user wants to identify expansion opportunities within existing accounts, pull account and contact data from HubSpot, map organizational coverage, identify whitespace, and produce a prioritized expansion plan.

Steps

1. Gather analysis parameters by asking the user:

   (a) "Which accounts should I analyze for whitespace?" Accept:

   • "My top 10 accounts by deal value"
   • Specific account names
   • "All accounts with closed-won deals"
   • "Accounts tagged as [segment]"

   (b) "Which departments or functions are expandable?" Present common options:

   • Engineering / Technology
   • Sales / Revenue
   • Marketing
   • Finance / Accounting
   • HR / People Operations
   • Operations
   • Product
   • Customer Success / Support
   • Legal
   • IT / Security

   Let the user select which departments represent cross-sell or upsell opportunities.

   (c) "What seniority levels should I look for?" Default:

   • VP and above for enterprise accounts
   • Director and above for mid-market
   • Manager and above for SMB Allow customization.

   (d) "What's your current product/use case at these accounts?" This context helps tailor the expansion pitch, e.g., "We currently serve the Sales team with [product]. The Marketing team could benefit from [related capability]."

2. Retrieve the current user's identity by calling mcp__claude_ai_HubSpot__get_user_details to get the authenticated user's name, email, and HubSpot user ID for filtering and personalization.

3. Search for target accounts by calling mcp__claude_ai_HubSpot__search_crm_objects with:

   • object_type: "deals"
   • filter_groups: Filter for closed-won deals, optionally by owner or date range
   • properties: ["dealname", "amount", "dealstage", "pipeline", "hubspot_owner_id", "closedate"]
   • associations: ["contacts", "companies"]
   • sorts: [{"propertyName": "amount", "direction": "DESCENDING"}]
   • limit: 20

   Group deals by company to identify unique accounts and their total deal value.

4. Retrieve all existing contacts at each account by calling mcp__claude_ai_HubSpot__get_crm_objects with:

   • object_type: "contacts"
   • object_ids: all contact IDs associated with deals at each account
   • properties: ["firstname", "lastname", "email", "jobtitle", "company", "phone", "linkedin_url", "hs_lead_status"]

   Also retrieve company data:

   • object_type: "companies"
   • object_ids: company IDs from the deals
   • properties: ["name", "domain", "industry", "numberofemployees", "city", "state", "country"]

5. Map existing contacts by department and seniority. For each account, categorize every HubSpot contact:

   Department mapping by title keywords:

   • Engineering: "Engineer", "Developer", "CTO", "VP Engineering", "Architecture", "DevOps", "SRE"
   • Sales: "Sales", "Revenue", "Business Development", "Account Executive", "SDR", "CRO"
   • Marketing: "Marketing", "Growth", "Demand Gen", "Content", "Brand", "CMO"
   • Finance: "Finance", "CFO", "Controller", "Accounting", "FP&A", "Treasury"
   • HR: "HR", "People", "Talent", "Recruiting", "CHRO", "Culture"
   • Operations: "Operations", "COO", "Strategy", "Process", "Supply Chain"
   • Product: "Product", "CPO", "Product Manager", "Product Design", "UX"
   • Customer Success: "Customer Success", "Support", "Client", "Account Management"
   • Legal: "Legal", "Counsel", "Compliance", "Regulatory", "Privacy"
   • IT/Security: "IT", "Information Technology", "CISO", "Security", "Infrastructure"

   Build a coverage matrix: departments with contacts vs departments without contacts.

6. Enrich each target company by calling mcp__claude_ai_Amplemarket__enrich_company with the company domain:

   • Get current firmographics: size, departments, growth trajectory
   • Understand the company's organizational structure and potential expansion areas
   • Limit to top 10 accounts by deal value to manage credits

7. Search for contacts in whitespace departments by calling mcp__claude_ai_Amplemarket__search_people for each account where gaps exist:

   • company_domains: [account domain]
   • person_titles: titles matching the missing department (e.g., for missing Marketing department: "CMO", "VP Marketing", "Head of Marketing", "Director of Marketing")
   • person_seniorities: based on user's seniority preference
   • full_output: true
   • page_size: 10

   Limit to 3-5 whitespace searches per account, focused on the most strategically valuable departments.

8. Enrich top whitespace contacts by calling mcp__claude_ai_Amplemarket__enrich_person for the top 1-2 candidates per whitespace department:

   • Use linkedin_url from search results
   • Set reveal_email: true
   • Get verified contact information for outreach

9. Research account-level expansion signals by calling WebSearch for the top 5 accounts:

   • Query: "[Account Name] [target department] initiative OR expansion OR hiring [year]"
   • Look for department-specific initiatives (e.g., "Acme Corp marketing transformation", "Acme Corp engineering hiring")
   • These provide context for why the expansion pitch is timely

10. Build the whitespace map and expansion plan. For each account, present:

    Coverage Matrix:

    Department	Contacts in CRM	Seniority Coverage	Status
    Sales	4 contacts	VP, Director, Manager	Covered
    Engineering	0 contacts	None	WHITESPACE
    Marketing	1 contact	Manager only	PARTIAL - missing leadership

    Whitespace Opportunities: For each gap, provide:

• Recommended contacts to engage

• Expansion rationale connecting existing product use to the new department

• Internal champion who can facilitate introduction

• Suggested opener referencing the existing relationship

  Account-Level Summary:

• Coverage percentage across all target departments

• Total whitespace contacts identified

• Recommended expansion priority (based on account size, deal value, and whitespace volume)

Important Notes

• Whitespace analysis is most valuable for accounts with 200+ employees where multiple departments can independently buy. For small companies (<50 employees), most people already know about your product, so skip those accounts.
• The existing customer relationship is your biggest advantage. Every outreach should reference it: "We already work with your [department] team and they've seen [results]."
• Identify the internal champion (the existing contact with the strongest relationship) who can facilitate introductions to whitespace departments.
• Limit search_people and enrich_person calls to the top 10 accounts and 2-3 whitespace departments per account. Offer to expand: "Shall I also analyze whitespace in accounts 11-20?"
• Partial coverage (e.g., a department with only junior contacts) is still whitespace for leadership-level outreach. Flag these as "PARTIAL" and target senior contacts.
• If the user's product serves specific departments better than others, prioritize whitespace in those departments.

Dynamic Fields Generated

The following dynamic fields are populated for each whitespace opportunity and can be used in expansion outreach templates:

Examples

Example 1: Top Account Whitespace Scan

User prompt: "Find whitespace in my top 10 accounts by deal value. We sell a sales engagement platform. I want to expand into Marketing, Customer Success, and RevOps. My email is smartinez@ourcompany.com"

What the skill does:

1. Calls mcp__claude_ai_HubSpot__get_user_details to confirm identity.
2. Calls mcp__claude_ai_HubSpot__search_crm_objects for closed-won deals, sorted by amount, to identify the top 10 accounts.
3. Calls mcp__claude_ai_HubSpot__get_crm_objects for all contacts and companies at those accounts.
4. Maps contacts by department and seniority.
5. Calls mcp__claude_ai_Amplemarket__enrich_company for each account to understand org structure.
6. Calls mcp__claude_ai_Amplemarket__search_people at accounts with gaps in Marketing, Customer Success, and RevOps.
7. Calls mcp__claude_ai_Amplemarket__enrich_person for top whitespace candidates.
8. Calls WebSearch for expansion signals at top accounts.
9. Presents the whitespace map and expansion plan.

Example output:

ACCOUNT WHITESPACE ANALYSIS - Sarah Martinez (Top 10 Accounts)

Executive Summary

• Accounts analyzed: 10
• Total existing deal value: $1.4M
• Average department coverage: 28%
• Total whitespace contacts identified: 34
• Highest-potential expansion accounts: 3 (Acme Corp, TechFlow, DataSync)
• Estimated expansion pipeline: $285K

Account-by-Account Whitespace Map

1. Acme Corp (Total Deal Value: $185,000 | 2,500 employees)

Coverage: 33% (2 of 6 target departments) | Expansion potential: HIGH

Whitespace Opportunities at Acme Corp:

Internal Champion: David Kim (Director of Sales), strong relationship, can introduce to Lisa Park and Ana Ruiz.

Account Signal: Acme Corp is hiring 5 marketing roles per LinkedIn (demand gen focus), timely for Marketing expansion.

Suggested Opener for Lisa Park (VP of Marketing):

"Hi Lisa, we've been working with David Kim's sales team at Acme and they've seen a 40% boost in reply rates with our engagement platform. I noticed the marketing team is expanding demand gen, and our platform supports marketing outreach the same way it powers sales. David suggested we connect. Worth 15 minutes?"

2. TechFlow (Total Deal Value: $210,000 | 800 employees)

Coverage: 0% of target departments | Expansion potential: HIGH (but needs champion first)

Note: Kevin Park is CTO, not Sales. This account is single-threaded through Engineering. Need to build Sales and Marketing relationships before expansion.

3. DataSync (Total Deal Value: $125,000 | 1,200 employees) ...

EXPANSION PRIORITY RANKING

Shall I create Amplemarket lead lists for each account's whitespace contacts?

Example 2: Single Account Deep Dive

User prompt: "Which departments haven't I sold to at Acme Corp? We currently serve their Sales team."

What the skill does:

1. Calls mcp__claude_ai_HubSpot__search_crm_objects for deals associated with Acme Corp.
2. Retrieves all contacts at Acme Corp from HubSpot.
3. Maps contacts by department.
4. Enriches Acme Corp via mcp__claude_ai_Amplemarket__enrich_company.
5. Searches for contacts in all departments without coverage.
6. Presents a single-account whitespace analysis.

Example 3: Whitespace with Lead List Creation

User prompt: "Find expansion opportunities in my top 5 accounts and build a lead list with the whitespace contacts. We sell to Engineering and want to expand into Product and Design."

What the skill does:

1. Identifies top 5 accounts from closed-won deals.
2. Maps CRM contacts, confirms Engineering coverage, checks Product and Design gaps.
3. Searches for Product and Design leaders at each account via Amplemarket.
4. Enriches top candidates.
5. Asks: "I found 14 whitespace contacts across Product and Design at your top 5 accounts. Shall I create a lead list?"
6. Calls mcp__claude_ai_Amplemarket__create_lead_list with name "Account Expansion - Product & Design - Q1 2026" and the whitespace contacts.

Example output (abbreviated):

WHITESPACE LEAD LIST CREATED

Lead list "Account Expansion - Product & Design - Q1 2026" created with 14 contacts.

Each lead includes expansion context and internal champion details.

Troubleshooting