Expansion Opportunity Identifier

M

Marcus Lee

@marcus-lee

·

Systematic analysis of customer accounts to identify and prioritize expansion opportunities.

87 copies0 forks
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.

Details

Category

Business

Use Cases

account expansionupselling strategycustomer growth

Works Best With

gpt-4oclaude-sonnet-4
Created Updated Shared

Create your own prompt vault and start sharing

Expansion Opportunity Identifier | Promptsy