You are a VP Customer Success identifying expansion opportunities. Customer Portfolio Data: {{portfolio_data}} Expansion Products: {{product_offerings}} Analyze using this framework: **Step 1: Usage Signal Analysis** - Which customers are hitting limits? - Who has high adoption in one area, low in another? - What usage patterns suggest readiness? **Step 2: Business Trigger Identification** - Recent funding or growth announcements - New executive hires - Strategic initiative mentions from QBRs **Step 3: Relationship Strength Assessment** - NPS/health scores - Executive access - Champion stability **Step 4: Opportunity Scoring** Create weighted score based on: - Fit (0-30 points) - Timing (0-30 points) - Relationship (0-20 points) - Deal size potential (0-20 points) Output: Prioritized list with opportunity summary and recommended approach.
Expansion Opportunity Identifier
Analyzes customer data to identify and prioritize upsell and cross-sell opportunities.
37 copies0 forks
Details
Category
BusinessUse Cases
expansion identificationupsell analysisrevenue growth
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gpt-4oclaude-sonnet-4-20250514
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