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Expansion Playbooks Skill
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Use when planning adoption-to-expansion motions and cross-sell/upsell
SKILL.md
Full skill instructions
Expansion Playbooks Skill
When to Use
- Identifying accounts ready for cross-sell or upsell.
- Designing lifecycle campaigns that move customers from adoption to value realization and expansion.
- Partnering with sales/CS to run QBRs, roadmap reviews, or packaging changes.
Framework
- Signal Stack – product usage milestone, success plan completion, idle licenses, executive sponsor engagement.
- Play Types – roadmap preview, ROI workshop, packaged add-on offer, multi-product bundle, success story swap.
- Offer Crafting – align incentive (discount, pilot, service credits) with customer value narrative.
- Execution Channels – CS outreach, lifecycle nurture, webinars, executive programs.
- Measurement – expansion pipeline, attach rates, ARR per account, payback.
Templates
- Expansion readiness checklist.
- QBR/EOQ review deck outline.
- Offer matrix (persona x trigger x CTA).
Tips
- Keep CS + sales alignment tight on ownership and comp.
- Document experiments (pricing, packaging) and share learning loops with product.
- Pair with
customer-insightsto validate readiness signals before outreach.
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