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expansion-playbook - Expansion Playbook Library for Customer Growth

Packages upsell, cross-sell, and advocacy motions tied to customer outcomes

Tags

Updated: 2026-02-11
expansionupsellcross-sellcustomer-successsalesgrowth

Capabilities

Prepare QBRs/EBRs with growth playsRun account reviews for upsell recommendationsEquip teams with talk tracks and proofMap triggers to expansion plays

Typical Inputs

Product usage dataCustomer milestonesExecutive asks

Typical Outputs

Play cardsExecutive talking pointsFollow-up checklists

What this skill does

  • Prepare QBRs/EBRs with growth plays
  • Run account reviews for upsell recommendations
  • Equip teams with talk tracks and proof
  • Map triggers to expansion plays
  • Outline business impact narratives
  • Specify commercial guardrails
  • Track play performance metrics

Inputs

  • Product usage data
  • Customer milestones
  • Executive asks
  • Account information
  • Success stories
  • ROI calculators

Outputs

  • Play cards
  • Executive talking points
  • Follow-up checklists
  • Presentation decks
  • ROI analysis
  • Success metrics

Requirements

  • Account data access
  • Customer success milestones
  • Product usage insights

Source

  • Spec: SKILL.md

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