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Expansion Playbook Library Skill

expansion-playbook

Use to package upsell, cross-sell, and advocacy motions tied to customer

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SKILL.md

Full skill instructions

Expansion Playbook Library Skill

When to Use

  • Preparing QBRs/​EBRs where growth plays should be highlighted.
  • Running account reviews to recommend upsell/​cross-sell motions.
  • Equipping AEs/​CSMs with talk tracks and proof aligned to success milestones.

Framework

  1. Trigger Mapping – link product usage, milestone completion, or executive asks to specific plays.
  2. Value Narrative – outline business impact, ROI proof, and reference customers per play.
  3. Commercial Guardrails – specify packaging, pricing, approvals, and compensation cues.
  4. Enablement Kit – include decks, ROI calculators, success stories, and objection handling.
  5. Measurement – track attach rate, win rate, and cycle time for each play.

Templates

  • Play card (trigger, narrative, assets, owners, KPIs).
  • Executive talking points for expansion proposals.
  • Post-play follow-up checklist with success metrics.

Tips

  • Keep plays prioritized (top 3 per segment) to avoid overwhelm.
  • Pair with account-health-framework to time plays when risk is low.
  • Capture learnings after each motion to refine triggers + messaging.

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