Library/Account Management & Customer Growth/Expansion, Upsell & Cross-Sell/Expansion Opportunities From Account Catalog Data
TestedAccount Management & Customer GrowthQuick Win (under 10 min)

Expansion Opportunities From Account Catalog Data

Analyze existing account product usage and catalog data to surface upsell and cross-sell opportunities worth pursuing.

About this prompt

This prompt is designed for AEs, AMs, and CSMs who manage existing accounts and need to systematically find revenue expansion opportunities. It works by analyzing what a customer currently uses against what else is available in your catalog, then identifying logical next moves. Use it when preparing for a QBR, renewal conversation, or proactive account review.

The prompt

Analyze account [CUSTOMER] currently using [CURRENT_USE]. Based on their profile, growth signals, and our product catalog [CATALOG], identify the top 3 expansion opportunities with: (1) the specific n
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Variables to replace

CUSTOMER | CURRENT_USE | CATALOG

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, AE, CSM
DifficultyBasic
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryAccount Management & Customer Growth
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