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expansion-plays

Use when planning adoption-to-expansion motions and cross-sell/upsell

Stars
259
Source
gtmagents/gtm-agents
Updated
2026-04-03
Slug
gtmagents--gtm-agents--expansion-plays
View on GitHubRaw SKILL.md

// install — copy + paste into any project

mkdir -p .claude/skills && curl -fsSL https://raw.githubusercontent.com/gtmagents/gtm-agents/HEAD/plugins/customer-marketing/skills/expansion-plays/SKILL.md -o .claude/skills/expansion-plays.md

Drops the SKILL.md into .claude/skills/expansion-plays.md. Works with Claude Code, Cursor, and any agent that loads SKILL.md files from .claude/skills/.

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

  1. Signal Stack – product usage milestone, success plan completion, idle licenses, executive sponsor engagement.
  2. Play Types – roadmap preview, ROI workshop, packaged add-on offer, multi-product bundle, success story swap.
  3. Offer Crafting – align incentive (discount, pilot, service credits) with customer value narrative.
  4. Execution Channels – CS outreach, lifecycle nurture, webinars, executive programs.
  5. 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-insights to validate readiness signals before outreach.