Library/Account Management & Customer Growth/Account Planning & Strategic Growth/Expansion Opportunity Mapping Account Research
TestedAccount Management & Customer GrowthQuick Win (under 10 min)

Expansion Opportunity Mapping Account Research

Generate a structured expansion opportunity map for an existing account using known context, growth signals, and solution fit.

About this prompt

This prompt analyzes an existing customer account and produces a structured map of upsell, cross-sell, and expansion opportunities based on company context, industry dynamics, and known initiatives. It's designed for AEs and AMs managing post-sale accounts who need to move beyond reactive renewals and build a proactive growth plan. Use it when preparing for a QBR, an expansion conversation, or an internal account strategy review.

The prompt

You are an enterprise account research analyst supporting a strategic seller. Task: Build a expansion opportunity mapping for the target account. Inputs: - Company: [COMPANY] - Industry: [INDUSTRY] -
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Variables to replace

COMPANY | INDUSTRY | REGION | SOLUTION AREA | NOTES, NEWS, KNOWN INITIATIVES, COMPETITORS

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
SeatAE, AM
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryAccount Management & Customer Growth
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