Agent skill

expansion-opportunities

Identify upsell/cross-sell opportunities

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Forks 93

Install this agent skill to your Project

npx add-skill https://github.com/davekilleen/Dex/tree/main/.claude/skills/_available/customer-success/expansion-opportunities

SKILL.md

Purpose

Systematically identify and prioritize account expansion opportunities.

Usage

  • /expansion-opportunities - Portfolio-wide review
  • /expansion-opportunities [account] - Focus on specific account

Steps

  1. Review active accounts:

    • Current products/features used
    • Usage patterns and adoption
    • Team size vs. potential
    • Budget signals
  2. Identify expansion triggers:

    • Pain points that premium features solve
    • Departments not yet using product
    • Features requested
    • Competitor tools they use
  3. Assess expansion potential:

    • Upsell: Upgrade to higher tier
    • Cross-sell: Additional products
    • Seat expansion: More users
  4. Prioritize by likelihood:

    • High: Budget available, need expressed
    • Medium: Fit exists, need to create urgency
    • Low: Future opportunity

Output Format

markdown
# 🎯 Expansion Opportunities

**Accounts reviewed:** [Count]
**Total expansion potential:** $[Amount]

## High Priority

### [Account] - $[Potential value]
- **Type:** Upsell / Cross-sell / Seat expansion
- **Trigger:** [Why now]
- **Next step:** [Action]

## Medium Priority
[Similar format]

## Expansion by Type
- Upsell: $[Amount] ([X] opportunities)
- Cross-sell: $[Amount] ([X] opportunities)
- Seat expansion: $[Amount] ([X] opportunities)

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