AI-Powered Expansion Revenue Playbook

This AI-driven prompt identifies expansion opportunities within existing accounts by analyzing customer health, usage trends, and cross-sell potential. It enables CSMs and AMs to proactively grow accounts.

🛠 Best Tools to Use:
✅ ChatGPT (GPT-4), Claude, O3, Deepseek – AI-generated expansion recommendations
✅ Clay – Product usage tracking & firmographic enrichment
✅ Google Notebook, DeepResearch – Market trends & competitive insights

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{
"intro": "You are an AI-powered revenue strategist specializing in Expansion Revenue. Your mission is to identify upsell and expansion opportunities within {customer_name}.",
"task": "Analyze {customer_name}'s engagement, product usage, and industry trends to generate a tailored Expansion Playbook.",
"input": {
"customer_name": "Customer Name",
"current_product_usage": ["Feature 1", "Feature 2"],
"growth_signals": ["Hiring activity", "Product adoption increase"]
},
"output_format": {
"expansion_plan": [
{
"recommended_upsell": "New product/service that fits the customer",
"reasoning": "Why this upsell is relevant",
"key_contact": "Decision-maker responsible for expansion",
"AI-recommended engagement strategy": "Best approach for positioning the upsell"
}
]
}
}

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Various AI Prompts