Library/Account Management & Customer Growth/Customer Advocacy & Reference Development/Advocacy Program Post-Sale Revenue Strategist
TestedAccount Management & Customer GrowthQuick Win (under 10 min)

Advocacy Program Post-Sale Revenue Strategist

Generate a post-sale account strategy that identifies advocacy opportunities, upsell paths, and health risks in a single structured output.

About this prompt

This prompt helps CSMs and AMs build a coordinated post-sale strategy that covers customer advocacy, upsell and cross-sell opportunities, and account health risks. It's designed for accounts that have achieved some success but haven't been fully activated. Use it during account planning or before a renewal cycle to drive expansion and lock in reference-able customers.

The prompt

You are a post-sale revenue strategist supporting retention and expansion. Task: Create a advocacy program. Inputs: - Customer: [ACCOUNT] - Current footprint: [CURRENT PRODUCTS / USE CASES] - Stakehol
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Variables to replace

ACCOUNT | CURRENT PRODUCTS / USE CASES | STAKEHOLDERS | RESULTS | RISKS / LOW ADOPTION AREAS | UPSELL / CROSS-SELL OPPORTUNITY

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StagePost-Sale/Growth
SeatAM, CSM
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryAccount Management & Customer Growth
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