Analyze this existing customer account for expansion opportunities. Customer: {{customer_name}} Current products: {{current_products}} Annual contract value: {{current_acv}} Usage patterns: {{usage_data}} Key contacts: {{contacts}} Identify expansion opportunities: 1. Cross-sell potential (what else could they use?) 2. Upsell potential (how could they use more of current products?) 3. Departmental expansion (who else in the company?) 4. Usage-based triggers that indicate expansion readiness 5. Business events that create expansion timing 6. Approach strategy for each opportunity 7. Priority ranking with revenue potential Include email templates for initiating expansion conversations.
Expansion Opportunity Identifier
Systematic analysis of customer accounts to identify and prioritize expansion opportunities.
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Details
Category
BusinessUse Cases
account expansionupselling strategycustomer growth
Works Best With
gpt-4oclaude-sonnet-4
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