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Expansion & revenue

Customer Success Qualified Lead (CSQL)

An expansion opportunity qualified from customer-success signals.

Definition

A CSQL is a sales opportunity identified from an existing customer's behavior: usage exceeding their plan, adoption of a key feature, team growth. It extends the logic of the MQL and SQL to the installed base.

Why it matters

The CSQL formalises the handoff from Customer Success to sales: the CSM detects the maturity signal, the Account Manager converts the opportunity.

How Phano helps you

Phano surfaces these expansion signals automatically and delivers them where sales already works.

AI-generated
CRM · Note on the account record

[Phano] €85,000 ARR, critical · Health 34/100

June 1, 2026

→ Escalate to the sponsor

  • Silent for 28 days on email
  • Renewal in 22 days, quote not opened
  • No meeting scheduled in 6 weeks
See the diagnosticRelevantNot relevant

+ custom fields: phano_phase, phano_confidence, phano_health_score…

History on this account

[Phano] €85,000 ARR, high · Health 47/100

May 25 · → Schedule a sponsor touchpoint

[Phano] €85,000 ARR, medium · Health 58/100

May 18 · → Monitor decision-maker engagement

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Frequently asked questions

What is Customer Success Qualified Lead (CSQL)?

A CSQL is a sales opportunity identified from an existing customer's behavior: usage exceeding their plan, adoption of a key feature, team growth. It extends the logic of the MQL and SQL to the installed base.

Why does Customer Success Qualified Lead (CSQL) matter?

The CSQL formalises the handoff from Customer Success to sales: the CSM detects the maturity signal, the Account Manager converts the opportunity.

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