expansion-playbook - Expansion Playbook for Customer Growth Motions
Packages upsell, cross-sell, and advocacy motions tied to customer outcomes
Tags
Updated: 2026-02-11Capabilities
Typical Inputs
Typical Outputs
What this skill does
- package upsell motions
- package cross-sell motions
- package advocacy motions
- prepare QBRs and EBRs
- run account reviews
- equip AEs and CSMs
Inputs
- customer outcomes data
- product usage data
- milestone completion data
- executive asks
- account data
- success stories
Outputs
- play cards
- executive talking points
- follow-up checklists
- enablement kits
- KPIs and metrics
Requirements
- account data access
- product usage data
- customer outcome tracking