Library/Account Management & Customer Growth/Expansion, Upsell & Cross-Sell/Identify Expansion Opportunities in an Existing Account
TestedAccount Management & Customer GrowthQuick Win (under 10 min)
About this prompt
This prompt helps AEs, AMs, and CSMs review an existing customer account and identify the most credible expansion opportunities. It maps untapped teams or departments, flags underutilized features, identifies recent company changes that signal new needs, and recommends a specific expansion conversation and counterpart. Use it before a customer QBR or when preparing for an upsell or cross-sell call.Account expansion often stalls because reps don't have a structured way to turn account data into a prioritized conversation. This prompt takes raw account data — CRM records, usage data, and recent company news — and produces a mapped view of where growth is most likely. You provide [CLIENT COMPANY] to scope the output and [YOUR SOLUTION] to focus the feature and department analysis, then paste account data into the [PASTE CRM DATA / USAGE DATA / NEWS] field. The output addresses five areas: untapped teams or departments, underutilized features or modules, recent company signals (new hires, expansions, product launches) that indicate new needs, a rough business case for expansion ROI, and a recommended first expansion conversation with a specific counterpart. Use this for accounts that have been live for at least 90 days and have enough usage data to analyze — not for accounts still in onboarding, where expansion conversations are premature. For best results, include usage metrics by department alongside CRM notes; usage gaps are the most credible hook for an expansion conversation.The prompt
Review the following customer account data for [CLIENT COMPANY] and identify expansion opportunities:
1. Which teams or departments are not yet using [YOUR SOLUTION] that could benefit?
2. Which featu
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Variables to replace
CLIENT COMPANY|YOUR SOLUTION|PASTE CRM DATA / USAGE DATA / NEWS
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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