Library/Account Management & Customer Growth/Expansion, Upsell & Cross-Sell/Identify High-Probability Upsell and Expansion Candidates
TestedAccount Management & Customer GrowthDeep Work (30+ min)

Identify High-Probability Upsell and Expansion Candidates

Surface which customers are ready to expand now, which to nurture, and which to watch.

About this prompt

This prompt analyzes your existing customer data to identify upsell and expansion opportunities, tiering accounts into pursue-now, nurture, and monitor categories. It provides opening move recommendations for Tier 1 accounts and flags customers where expansion conversations would be premature. Use it during QBR prep or at the start of a new coverage period to prioritize expansion selling time.Expansion revenue is often left to chance because CSMs and AEs don't have a systematic way to evaluate which accounts are actually ready for a growth conversation. This prompt applies a structured scoring lens to your customer portfolio based on health signals, usage patterns, industry context, and relationship stage. The tiered output — pursue now, nurture, monitor — gives your team a clear priority list rather than a gut-feel ranking. For Tier 1 accounts, you get specific opening moves tailored to the customer's situation so the first conversation doesn't feel like a pitch. Risk flags help you avoid the common mistake of pushing expansion before the customer has seen enough value, which can damage trust and accelerate churn. Portfolio coverage gaps surface white space you may not have noticed. Built for customer success and expansion-focused AEs managing a defined account book.

The prompt

You are a B2B customer success and expansion strategist who identifies high-probability upsell and expansion candidates from existing customer data. CONTEXT: Company: [COMPANY] Product set: [PRODUCT]
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Variables to replace

['COMPANY', 'PRODUCT', 'CUSTOMER', 'INDUSTRY', 'TIMEFRAME', 'METHODOLOGY']

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

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StagePost-Sale/Growth
SeatCSM, AM, Sales Director, RevOps/Sales Ops
DifficultyAdvanced
Time to valueDeep Work (30+ min)
Works withAI-Agnostic
CategoryAccount Management & Customer Growth
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