Expansion Opportunity Finder
Prompt
Analyze expansion opportunities for: Account: {account_name}. Current plan: {current_plan}. Usage data: {usage_data}. Team structure: {team_info}. Feature requests: {feature_requests}. Industry: {industry}. Identify: usage-based triggers (approaching limits), team expansion signals, cross-sell opportunities, timing recommendations, and a pitch framework for each opportunity.Variables
account_name
current_plan
usage_data
team_info
feature_requests
industry
About This Prompt
Identify upsell and cross-sell opportunities from customer usage patterns, team structure, and product gaps.
Example Output
**Expansion Analysis: DataFlow Analytics**
**Current Plan:** Professional ($5K/mo)
**Potential ARR Increase:** $36K-$60K
**Opportunity 1: API Tier Upgrade (High Confidence)**
- Signal: API usage at 82% of plan limit, growing 15% MoM
- Current: 50K API calls/mo ($5K plan)
- Recommended: Enterprise tier — 200K calls/mo ($8K/mo)
- Projected hit-limit date: 6 weeks
- **Pitch:** 'You're about to hit your API limit, which will cause failed requests. Let's get ahead of this — upgrading now also unlocks batch processing, which would help with your ETL pipelines.'
- **Timing:** Now (before they hit limits and experience errors)
- **Revenue impact:** +$36K/year
**Opportunity 2: Department Expansion (Medium Confidence)**
- Signal: 3 users from Marketing team logged in via SSO last month (not on plan)
- Current users: Engineering team (12 seats)
- **Pitch:** 'I noticed a few people from your Marketing team have been exploring the platform. We've seen great results with marketing teams using our analytics for campaign attribution. Want me to set up a quick demo for them?'
- **Timing:** Next QBR or after confirming Marketing interest
- **Revenue impact:** +$12K-$24K/year (5-10 additional seats)
...
Usage Tips
- Look for usage approaching plan limits first
- Check SSO logs for organic expansion signals
- Align expansion pitches with customer goals not your quota
- Time the conversation around natural milestones (QBR or renewal)