Library/Account Management & Customer Growth/Expansion, Upsell & Cross-Sell/Write a QBR Expansion Discovery Opener
TestedAccount Management & Customer GrowthQuick Win (under 10 min)

Write a QBR Expansion Discovery Opener

Generate a quarterly business review conversation opener that naturally surfaces expansion opportunities.

About this prompt

This prompt creates a QBR opening conversation designed to surface expansion opportunities through genuine business review rather than a pitch — structured to identify new initiatives, changed priorities, or unmet needs before proposing anything. Use it when AMs want to run expansion conversations that don't feel like upsell calls.Expansion conversations fail when they start with a pitch — customers immediately become defensive because they sense the agenda. This prompt generates a QBR opener that leads with business review questions (what's changed, what are you focused on this quarter, what's working well versus where are you still struggling) before moving into any commercial conversation. The expansion opportunity emerges naturally from the review rather than being forced. Fill in the customer name, company type, and the current solution footprint for an opener calibrated to the specific account. This structure works best for established accounts with 6+ months of deployment — for newer customers, the QBR should focus on proving initial value before exploring expansion.

The prompt

Write a conversation opener for a quarterly business review with [CUSTOMER NAME], a [CONSULTING / PROFESSIONAL SERVICES / AGENCY] firm, aimed at identifying expansion opportunities. The conversation s
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Variables to replace

CUSTOMER NAME|CONSULTING / PROFESSIONAL SERVICES / AGENCY|WHAT THEY USE NOW|WHAT YOU WANT TO INTRODUCE

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
SeatAE, AM, CSM
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryAccount Management & Customer Growth
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