Purpose
Systematically identify and prioritize account expansion opportunities.
Usage
- •
/expansion-opportunities- Portfolio-wide review - •
/expansion-opportunities [account]- Focus on specific account
Steps
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Review active accounts:
- •Current products/features used
- •Usage patterns and adoption
- •Team size vs. potential
- •Budget signals
- •
Identify expansion triggers:
- •Pain points that premium features solve
- •Departments not yet using product
- •Features requested
- •Competitor tools they use
- •
Assess expansion potential:
- •Upsell: Upgrade to higher tier
- •Cross-sell: Additional products
- •Seat expansion: More users
- •
Prioritize by likelihood:
- •High: Budget available, need expressed
- •Medium: Fit exists, need to create urgency
- •Low: Future opportunity
Output Format
markdown
# 🎯 Expansion Opportunities **Accounts reviewed:** [Count] **Total expansion potential:** $[Amount] ## High Priority ### [Account] - $[Potential value] - **Type:** Upsell / Cross-sell / Seat expansion - **Trigger:** [Why now] - **Next step:** [Action] ## Medium Priority [Similar format] ## Expansion by Type - Upsell: $[Amount] ([X] opportunities) - Cross-sell: $[Amount] ([X] opportunities) - Seat expansion: $[Amount] ([X] opportunities)