✏️Prompts

Account Expansion Playbook Prompt

Prompt

[PASTE: account name + product usage]. Steps: 1) Assess expansion opportunity. 2) Identify champion/sponsor. 3) Map buying committee. 4) Build business case. 5) Design multi-touch approach. Output: 90-day expansion playbook.

Why it works

Strategic expansion deepens customer relationship and increases LTV.

Watch out for

Opportunistic selling damages trust; tie expansion to customer goals.

Used by

Sales RepsCustomer Success ManagersRevenue Ops Teams