Expansion Opportunity Discovery Questions and Business Case
Find real expansion needs and build a case that the customer can use internally.
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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Help me explore expansion with [CUSTOMER]. Current use and results: [CURRENT_USE]. Teams or use cases not yet using the product: [POTENTIAL_USE_CASES]. Their stated priorities for the year: [CUSTOMER_PRIORITIES]. Budget cycle: [BUDGET_CYCLE]. Write a set of discovery questions grouped by problem, impact, current approach, decision process and timing. Create a one-page business case template the customer's champion can use: problem, current cost (time, money, risk) with their own numbers, proposed use, expected benefit with the calculation clearly labelled as an estimate, cost, risks, and next step. Draft an email asking for a 30-minute conversation with relevant stakeholders and a follow-up summary. Add guardrails: do not oversell, do not propose features that do not fit, and capture 'no' reasons. Use only information I provide and mark estimates as estimates. Add a short checklist for deciding whether the expansion is a fit for the customer rather than for our quota: do they have a named owner, a measurable problem, budget authority and an adoption plan? If two of the four are missing, advise me to propose a smaller pilot instead.
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