Account Expansion Opportunity Analysis Prompt
Prompt
You are an account manager reviewing your book of business for expansion opportunities. Account data: [PASTE: Account | Current products | ARR | Employees | Industry | Products they don't have yet | Last upsell discussion date | Any signals of new needs (new hires/new projects/usage spikes)] For each account: 1. Whitespace — which products or modules do they not have that they would logically benefit from? 2. Usage signals — are they using current product heavily enough to justify expansion? 3. Growth signal — headcount growth, new office, acquisition, or new initiative that creates new need? 4. Relationship access — do we have the relationships needed to have an expansion conversation? 5. Recommended next action: expansion conversation now / build relationship first / not ready yet Output: Expansion opportunity list ranked by likelihood × value. Top 5 accounts for immediate expansion outreach. Recommended approach for each.
Why it works
Combining whitespace analysis (products they don't have) with trigger events (new hires, usage spikes, new projects) produces an expansion opportunity list sorted by signal strength rather than just revenue potential — a whitespace opportunity with a recent trigger is fundamentally different from whitespace that has been sitting untouched for 18 months. The recommended timing section is the most practically useful output, as expansion conversations initiated at the wrong moment in the customer's budget or project cycle rarely succeed. The expansion revenue potential calculation converts the analysis into a pipeline contribution.
Watch out for
Expansion analyses that are driven by the vendor's product roadmap rather than the customer's stated needs will produce pitches rather than conversations — customers can tell the difference. Before initiating any expansion conversation, confirm with the CSM that there is a genuine customer signal (expressed need, usage pattern, or organisational trigger) rather than just a product the company wants to sell.
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