End-to-End Account Segmentation & Expansion Plays Workflow

What this workflow produces: An account segmentation model and tailored expansion plays for each tier.

1. Step 1 — Export account list with key metrics

   Pull: account name, ARR, product adoption, NPS, contract term, last QBR date, expansion signals noted.

2. Step 2 — Run account segmentation prompt

   Segment accounts into: Expansion-Ready (clear upsell signal), Growth-Potential (strong adoption, not yet expanded), Maintain (stable but no near-term opportunity), At-Risk (churn signals).

3. Step 3 — Generate expansion plays per segment

   For each Expansion-Ready account: generate a tailored expansion play with suggested product, timing, and opener.

4. Step 4 — Execute and track

   Load expansion plays into CRM tasks. Execute over the next 30 days.