Library/Account Management & Customer Growth/Expansion, Upsell & Cross-Sell/Identify Cross-Sell and Upsell Opportunities from Customer
TestedAccount Management & Customer GrowthQuick Win (under 10 min)
About this prompt
This prompt analyzes customer product usage data to identify the highest-priority cross-sell or upsell opportunities for a named account, producing for each: the specific feature or tier they're not using, the business outcome they'd gain, who to speak to, what proof point would be most persuasive, and the ideal timing for the conversation. It's designed for AEs, AMs, and CSMs managing post-sale accounts. Use it before a QBR, renewal discussion, or any expansion conversation where you need to prioritize which opportunity to lead with.Customer usage data contains expansion signals that most reps don't have a structured way to read. This prompt turns a usage report into a prioritized list of specific cross-sell and upsell opportunities, each mapped to a business outcome, a stakeholder, a proof point, and a recommended timing. Fill in [CUSTOMER COMPANY] with the account name, [PASTE PRODUCT USAGE REPORT OR DESCRIPTION] with your usage data — this can be a platform export, a customer success dashboard, or a written summary of what they're actively using and what they're not — [SCOPE AND TIER] with their current contract, and [LIST OF ADD-ONS / TIERS] with your full product catalog. The [LIST OF ADD-ONS / TIERS] variable is required for the prompt to produce specific recommendations rather than generic expansion guidance. Use this prompt to prepare for a QBR or renewal meeting where you want to bring expansion ideas rather than waiting for the customer to ask. For best results, include any qualitative context alongside the usage data — notes from recent calls, known pain points, or strategic priorities the customer has mentioned — so the proof point recommendations connect to their stated goals rather than generic outcomes.The prompt
Analyze the following customer usage data and identify the top cross-sell or upsell opportunities for [CUSTOMER COMPANY]. For each opportunity:
1. Which product feature or tier are they not using that
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Variables to replace
CUSTOMER COMPANY|PASTE PRODUCT USAGE REPORT OR DESCRIPTION|SCOPE AND TIER|LIST OF ADD-ONS / TIERS
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
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