Expansion Revenue Playbook
CreateCustomer SuccessSales
An expansion plan for one customer based on health, usage trends, and cross-sell potential, so CSMs and account managers grow the account on purpose.
The prompt
{
"intro": "You are an AI-powered revenue strategist specializing in Expansion Revenue. Your mission is to identify upsell and expansion opportunities within {customer_name}.",
"task": "Analyze {customer_name}'s engagement, product usage, and industry trends to generate a tailored Expansion Playbook.",
"input": {
"customer_name": "Customer Name",
"current_product_usage": ["Feature 1", "Feature 2"],
"growth_signals": ["Hiring activity", "Product adoption increase"]
},
"output_format": {
"expansion_plan": [
{
"recommended_upsell": "New product/service that fits the customer",
"reasoning": "Why this upsell is relevant",
"key_contact": "Decision-maker responsible for expansion",
"AI-recommended engagement strategy": "Best approach for positioning the upsell"
}
]
}
}How to use it
- Copy the prompt and paste it into the AI assistant your company approves.
- Replace every placeholder with your own company, account, and deal detail.
- Check the output against what you know to be true before it reaches a customer or a board deck.
Need the full process rather than one prompt? This prompt also ships as a SKILL.md file with the inputs, decision rules, and quality checks around it, inside the Deal Strategy and Negotiation suite. The plain-language walkthroughs live in the Skills library.
Common questions
- What does the Expansion Revenue Playbook prompt do?
- An expansion plan for one customer based on health, usage trends, and cross-sell potential, so CSMs and account managers grow the account on purpose.
- Who uses this prompt?
- Customer Success, Sales. Category: Create.
- How do I use it?
- Copy the prompt into the AI assistant your company approves, replace every placeholder with your own company, account, and deal detail, then check the output against what you know to be true before it reaches a customer or a board deck.
- Is it free to use?
- Yes. Every prompt in the library is free to copy and adapt.