In Practice is a hands-on webinar series designed to get right to the work, with each session focusing on a single, specific topic.

In 30 minutes, attendees get a quick grounding in the concept, then spend the bulk of the time building, clicking, and showing in real time. Think of it as a guided working session: practical, focused, and immediately applicable.

The format:

• Intro (5 min) — What are we doing today, and why is this topic important?

• Build mode (25 min) — Hands-on walkthrough, step by step

• Q&A (10 min) — Questions

  
  

This session is focused on Expansion and will cover:

• How to build a repeatable expansion workflow in Planhat—from identifying opportunities to managing and forecasting them.

• Best practices for capturing and tracking expansion opps / CSQLs so efforts stay organized and visible.

• How AI can help surface potential expansion opportunities from customer conversations

• Dashboards and reporting examples to prioritize expansion opportunities, review pipeline, and forecast post-sale revenue