Prompt · Customer Success

Expansion Opportunity Finder

Scans account data for upsell and cross-sell signals and drafts the pitch for each.

Have ready: Paste account data: plan, usage, adoption, teams, goals

Fill in · 6 fields

customer nameplanX of Y usedlistgoalssummary

Your prompt

Find expansion opportunities in this account. Here is what I know about [customer name]: current plan [plan], seats/licenses [X of Y used], features adopted [list], features not yet adopted [list], teams/departments using us [list], teams that aren't [list], their stated goals [goals], and recent support tickets [summary]. Identify up to 5 expansion plays, each with: the specific opportunity (upsell, cross-sell, or new team), the trigger signal from the data, estimated value range, the right stakeholder to pitch, and a 3-sentence pitch tied to their goals, not our features. Rank them by likelihood to close this quarter. Flag any that would be tone-deaf given their current health.

Paste it into Muse or any assistant. Blank fields stay as [brackets].

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