Renewal Expansion Opportunity Analysis

A

Aisha Bello

@aisha-bello

·

Tree-of-thought approach for evaluating expansion opportunities during renewal.

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As VP Customer Success, I need to evaluate expansion opportunities for an upcoming renewal.

Account Details:
- Customer: {{customer_name}}
- Current Contract: {{contract_details}}
- Usage Patterns: {{usage_data}}
- Organization Changes: {{org_updates}}

Explore three expansion branches:

Branch A - License Expansion:
- Evaluate current license utilization
- Identify underserved departments
- Assess new hire projections
- Calculate potential seat growth

Branch B - Product Expansion:
- Review adjacent product fit
- Assess integration readiness
- Evaluate use case alignment
- Consider implementation capacity

Branch C - Usage Tier Upgrade:
- Analyze current tier constraints
- Identify value from higher tier features
- Calculate ROI of upgrade
- Consider competitive positioning

For each branch:
- Probability of success
- Revenue potential
- Required investment
- Timeline to close
- Key stakeholders to engage

Recommend optimal expansion strategy combining viable opportunities.

Details

Category

Business

Use Cases

renewal expansion planningupsell opportunity analysisaccount growth strategy

Works Best With

gpt-4oclaude-sonnet-4-20250514
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