Library/Account Management & Customer Growth/Expansion, Upsell & Cross-Sell/Top Three Expansion Opportunities From Account Data
TestedAccount Management & Customer GrowthQuick Win (under 10 min)

Top Three Expansion Opportunities From Account Data

Analyze account data to surface the three highest-priority upsell and cross-sell opportunities with supporting rationale.

About this prompt

This prompt takes account data as input and outputs a ranked list of the top three expansion opportunities, with rationale for each based on usage patterns, product fit, and growth signals. Built for AMs, CSMs, and AEs managing existing accounts with expansion quota. Use it when preparing for a QBR, renewal conversation, or proactive account review where you need to come in with a point of view on growth.

The prompt

Based on the following customer account data, identify the top 3 expansion opportunities (upsell or cross-sell) and for each one provide: (1) the specific expansion play, (2) the trigger or signal tha
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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
SeatAM, CSM, AE
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryAccount Management & Customer Growth
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