Customer Expansion Opportunity Map

M

Marcus Lee

@marcus-lee

·

Systematically map and prioritize expansion opportunities within existing accounts.

38 copies0 forks
Map expansion opportunities within {{customer_name}}.

Current footprint:
{{current_footprint}}

Organizational structure:
{{org_structure}}

Products they could use:
{{product_portfolio}}

Create an expansion opportunity map:

1. White Space Analysis
   - Departments not yet using us
   - Products not yet sold
   - Use cases not yet addressed

2. Opportunity Sizing
   For each expansion area:
   - Potential value
   - Likelihood of success
   - Time to close
   - Priority ranking

3. Entry Strategy
   - Who to approach
   - How to introduce expansion
   - Leverage points from current success

4. Expansion Sequencing
   - What to pursue first
   - How wins build on each other
   - Dependencies between opportunities

5. Account Plan Integration
   - Quarterly targets
   - Milestones to achieve
   - Resources needed

Details

Category

Business

Use Cases

account expansionland and expandcustomer growth

Works Best With

gpt-4oclaude-sonnet-4
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