Expansion Playbook

Identify and execute upsell/cross-sell from usage signals

10 minutesManual: 1-2 hours

Analyzes product usage patterns to identify expansion opportunities. Maps feature adoption against plan limits, identifies teams or departments not yet using the product, and generates a tailored expansion pitch grounded in the customer's actual usage data.

Workflow Steps

1

Usage Analysis

/excel-work

Map feature adoption, plan utilization, and growth trends

2

Opportunity Identification

/synthesize-knowledge

Match usage patterns to expansion triggers from historical data

3

Business Case

/finance

Build ROI model for the expansion based on current value realization

4

Pitch Generation

/persuasive-copywriting

Expansion pitch using the customer's own success metrics as proof points

Example

Account using 94% of their API quota with 3 months left on contract. The workflow identifies a 2x plan upgrade opportunity, calculates that the customer processed $3.2M in transactions through the platform last quarter, and generates a pitch: "You're processing $3.2M/quarter through us. The Pro plan removes the API ceiling and adds the analytics module your ops team requested."

Related Workflows

Customer Health Scoring

Multi-signal health scores that predict churn 60 days early

20 minutes

QBR Preparation

Complete QBR deck with usage data, ROI proof, and expansion plan

15 minutes

Deep Dives

Claude Code for GTM

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Built and maintained by Victor Sowers at STEEPWORKS