Library/Account Management & Customer Growth/Account Planning & Strategic Growth/Build a 90-Day Account Growth Plan for Expansion
TestedAccount Management & Customer GrowthQuick Win (under 10 min)
About this prompt
This prompt creates a 90-day account growth plan for AEs, AMs, and CSMs managing an existing customer and looking to expand ARR. It covers current state, expansion opportunities, relationship gaps, QBR success metrics, a dated action plan, and an opener for the expansion conversation. Use it when you've secured renewal and want to build a credible, structured path to upsell rather than reacting opportunistically.Expansion in an existing account is harder to execute than it looks — reps either pitch too early before proving value, or wait so long that the customer assumes the current scope is the full product. This prompt produces a six-section 90-day plan designed to bridge current state to expanded ARR in a structured way. Fill in [CUSTOMER COMPANY] with the account name, [YOUR SOLUTION] with what they're currently using, [USE CASE] with how they're using it, and [TARGET %] with your ARR growth target. Then paste your current account context into [PASTE CURRENT STATE INFO] — the more detail you include (team size, stakeholders, usage data, renewal date, known pain points), the more specific the expansion opportunities and action steps. This prompt is most useful for AEs and AMs running named accounts where you have enough relationship history to think about expansion; it's not designed for new logos or accounts still in onboarding. The expansion conversation opener in Section 6 is worth editing before you use it — AI-generated openers tend to be too direct, and the best expansion conversations feel like a natural extension of the QBR, not a separate pitch.The prompt
Create a 90-day account growth plan for [CUSTOMER COMPANY], currently using [YOUR SOLUTION] for [USE CASE]. My goal is to expand usage and increase ARR by [TARGET %].
The plan should include:
1. Curr
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Variables to replace
CUSTOMER COMPANY|YOUR SOLUTION|USE CASE|TARGET %|PASTE CURRENT STATE INFO
How to run it
- Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
- Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
- 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
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