Expansion Conversation Preparation
Explore additional needs without pushing.
Added October 15, 2026. Written with AI assistance and checked for clarity and placeholders; not reviewed by a lawyer, accountant, clinician or other professional. How these prompts are made
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it (what [VERIFY] means).
Prepare for an expansion conversation. Customer's current use and results: [CURRENT_USE]. Possible expansion (more seats, new modules, new teams): [EXPANSION_OPTIONS]. What I know about their strategic priorities: [PRIORITIES]. Create a plan: discovery questions that explore needs, signs of readiness, an outline of how the expansion would help, pricing questions to confirm with the sales team, and objections with honest responses. Include a rule that expansion proposals should follow demonstrated value. Provide a script for the first conversation, an email to follow up, and an internal alignment checklist (sales, product, finance). Avoid pressure tactics and mark pricing and contract matters as items to confirm [VERIFY]. Also add a list of five signals that expansion may be premature, such as low adoption, and a plan to address them before raising the topic. Add a brief list of internal approvals needed before quoting, and a note to confirm that the customer is already receiving value from what they bought.
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