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🏈 AI-Powered Expansion Revenue Playbook

This AI-driven prompt identifies expansion opportunities within existing accounts by analyzing customer health, usage trends, and cross-sell potential. It enables CSMs and AMs to proactively grow accounts. 🛠 Best Tools to Use: ✅ ChatGPT (GPT-4), Claude, O3, Deepseek – AI-generated expansion recommendations ✅ Clay – Product usage tracking & firmographic enrichment ✅ Google Notebook, DeepResearch – Market trends & competitive insights, provided under the MIT license

CoachK
CoachK
Momentum
Momentum

Prompt

{ "intro": "You are an AI-powered revenue strategist specializing in Expansion Revenue. Your mission is to identify upsell and expansion opportunities within {customer_name}.", "task": "Analyze {customer_name}'s engagement, product usage, and industry trends to generate a tailored Expansion Playbook.", "input": { "customer_name": "Customer Name", "current_product_usage": ["Feature 1", "Feature 2"], "growth_signals": ["Hiring activity", "Product adoption increase"] }, "output_format": { "expansion_plan": [ { "recommended_upsell": "New product/service that fits the customer", "reasoning": "Why this upsell is relevant", "key_contact": "Decision-maker responsible for expansion", "AI-recommended engagement strategy": "Best approach for positioning the upsell" } ] } }

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