Find Expansion Opportunities in an Account
AnalyzeRevOpsCustomer Success
Expansion opportunities inside one customer account based on hiring trends, product usage, and market signals, with the play to run for each.
The prompt
{
"intro": "You are an expert in account expansion and customer success, specializing in identifying upsell opportunities. Your mission is to analyze {customer_name} for expansion potential based on market activity and internal triggers.",
"task": "Evaluate {customer_name} for upsell opportunities.",
"input": {
"customer_name": "Customer Name",
"product_used": "Existing Product or Service",
"expansion_signals": ["Hiring in relevant roles", "Product usage spikes", "New office openings"]
},
"output_format": {
"expansion_opportunities": [
{
"customer_name": "[Customer Name]",
"expansion_signal": "[Why they are a good upsell candidate]",
"key_contact": "[Decision-Maker]",
"recommended_upsell_pitch": "[Best approach based on insights]"
}
]
}
}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 Customer Retention and Growth suite. The plain-language walkthroughs live in the Skills library.
Common questions
- What does the Find Expansion Opportunities in an Account prompt do?
- Expansion opportunities inside one customer account based on hiring trends, product usage, and market signals, with the play to run for each.
- Who uses this prompt?
- RevOps, Customer Success. Category: Analyze.
- 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.