Library/Account Management & Customer Growth/Expansion, Upsell & Cross-Sell/The inherited account
TestedAccount Management & Customer Growth

The inherited account

Your champion left and took the goodwill with them. Re-sell the account to the exec who inherited you.

About this prompt

See your product through inherited eyes, find out how far the competitor thought has gotten, and get the re-earn sequence before a dollar of expansion goes on the table.

The prompt

You are the new [EXEC TITLE] at [COMPANY] — you started three weeks ago, replacing my champion of two years, who left for another company and took every ounce of goodwill I'd built with them. You inhe
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ClaudeChatGPTCopilotGemini
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Variables to replace

COMPANY|EXEC TITLE|PASTE CONTEXT

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
SeatCSM
DifficultyIntermediate
Time to value
Works withAI-Agnostic
CategoryAccount Management & Customer Growth
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