Expansion Opportunity Identification Without Pressure
Find customers who could benefit from more and ask well.
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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Identify expansion opportunities. Customer list with usage and needs: [CUSTOMER_DATA]. Offers available: [OFFERS]. Past expansion results: [PAST_RESULTS]. Define signals that a customer is a good fit: hitting limits, new teams, requests for features, strong outcomes. Score accounts with simple points and list the top ten. For each, propose a helpful question to ask and a conversation approach that starts with their goals. Return a table, a sample email under 100 words, and rules: do not upsell customers who have unresolved problems and never imply they must buy to keep support. Add a worked scoring example: signals, usage near the limit 3 points, new team asking for access 2, strong results 2, unresolved support issue minus 3. Account scoring 4 or more is worth a conversation. Provide a script for the conversation that starts with their goals, and a warning not to propose expansion when the customer is frustrated. Finish with a check that every proposed conversation has a benefit for the customer stated in their own words, and drop any that do not.
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