Expansion Discovery With Existing Customers
Learn what else a current customer needs.
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Plan an expansion conversation with an existing customer. The customer, their use of our product, and results so far: [CUSTOMER_AND_USAGE]. The relationship (champion, executive sponsor): [RELATIONSHIP]. Possible expansion areas (more users, new use cases, other teams, higher tier): [EXPANSION_IDEAS]. Usage data: [USAGE_DATA]. Create: 1. A preparation brief: what success they have had (with numbers from usage data), risks (low adoption, unresolved tickets), and what changed in their business. 2. A conversation guide with 12 questions: outcomes achieved, what has been hard, who else benefits, goals for the next year, process changes ahead, tools they use alongside us, budget cycle, and what would make the product indispensable. 3. A listening section: signs of expansion potential (requests for features, new hires, new projects) versus signs of churn risk. 4. An opening that starts with their results, not an upsell. 5. A way to propose expansion as the next step of their plan, with options and a pilot. 6. A follow-up email (120 words) and an internal note for the account team. Rules: be honest about fit, do not push features that don't match their needs, and respect contract terms. Use only my data and mark gaps as [ADD DATA].
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