ABM account plan
You run account-based marketing or sales on a short list of named accounts.
You get ABM tiers · Account insight and value hypothesis · Play plan by stage
Expansion opportunity finder Claude skill
Use this quarterly or before renewals. Expansion is usually the cheapest revenue a company can win, but only from customers who are getting value; pushing more onto unhappy customers accelerates churn.
- 5-step play
- 3 guardrails
- 1 file
- Human approval built in
Use it when you want to grow revenue from existing customers.
Then just ask your agent
“Here's our customer export with usage. Who's ready to expand and why?”
Watch it work
One request in, expert work out
What happens when you ask your agent with this skill installed. Every step below comes straight from the skill.
You
Here's our customer export with usage. Who's ready to expand and why?
Loaded skill
expansion-opportunity-finder- Check health first
- Score expansion signals
- Map the whitespace
- Open with a value review
- Route and track
Scored expansion list · Whitespace map · Evidence per account
Ready for your review. Nothing is sent or changed until you approve.
- 5Steps in the play
- 3Guardrails
- 1Files in the skill
- 2 minTo read it all
What good looks like
- Every opportunity has evidence: usage numbers, a growth signal, an interested team.
- Unhealthy accounts get a save plan before any expansion pitch.
- The common mistake is a blanket "upgrade now" campaign to all customers, which annoys the ones not getting value.
What you bring
- Customer list with usage and contract data
- Products and pricing
- Health signals
What you get
- Scored expansion list
- Whitespace map
- Evidence per account
- Value-review outreach
name:expansion-opportunity-finder
description:Use this skill when you want to grow revenue from existing customers: "find upsell and cross-sell opportunities", "which customers are ready to expand", "net revenue retention plan", "expansion playbook". Scores customer accounts on usage,…
Use this quarterly or before renewals. Expansion is usually the cheapest revenue a company can win, but only from customers who are getting value; pushing more onto unhappy customers accelerates churn.
Inputs
- Customers: plan, seats or units, contract value, renewal date.
- Usage: active users vs paid seats, feature adoption, trends.
- Health: support tickets, satisfaction scores, champion status, payment issues.
- Products and pricing: what else could they buy.
The play
1. Check health first
Exclude or flag accounts with falling usage, unresolved escalations, a departed champion or payment problems. They need a save plan, not an upsell.
2. Score expansion signals
| Signal | Example | Weight |
|---|---|---|
| Usage near limits | 90%+ of seats or volume used | High |
| Growth at the company | Hiring, funding, new locations | High |
| New team showing interest | Users from another department signing up or asking | High |
| Strong adoption of core features | Ready for an advanced tier | Medium |
| Successful outcomes documented | A result they can repeat elsewhere | Medium |
| Renewal in 60-120 days | Natural moment to resize | Timing |
3. Map the whitespace
Per account: which teams, regions, sites or products could use it and do not yet. Sister companies and subsidiaries count.
4. Open with a value review
The best expansion conversation starts with what the customer got: results so far, usage, what peers do next. The expansion idea follows from their goals, not from your quota.
Hi Priya, it’s been a year since rollout, so I put together a short review: close time down from 9 days to 4, and your team is now running reconciliation for all three entities. Two other finance teams in your group asked about it last month. Would a 30-minute review with you be useful before planning season?
5. Route and track
Account managers or customer success own the conversation; sales joins for new buyers. Track expansion pipeline and net revenue retention by segment.
What good looks like
- Every opportunity has evidence: usage numbers, a growth signal, an interested team.
- Unhealthy accounts get a save plan before any expansion pitch.
- The common mistake is a blanket "upgrade now" campaign to all customers, which annoys the ones not getting value.
Rules
- MUST check health before recommending expansion.
- MUST base opportunities on actual usage and signals.
- NEVER pressure customers with artificial limits or surprise price increases.
Example prompts
- "Here’s our customer export with usage. Who’s ready to expand and why?"
- "Map whitespace across our top 30 accounts."
- "Write value-review emails for customers renewing next quarter."
Try it
Ask your agent like this
Once the skill is installed, plain requests like these load it automatically. Swap in your own company, buyer and numbers.
-
“Here's our customer export with usage. Who's ready to expand and why?”
-
“Map whitespace across our top 30 accounts.”
-
“Write value-review emails for customers renewing next quarter.”
What does the Expansion opportunity finder skill do?
Use this quarterly or before renewals. Expansion is usually the cheapest revenue a company can win, but only from customers who are getting value; pushing more onto unhappy customers accelerates churn. You get: scored expansion list, whitespace map, evidence per account, value-review outreach.
When should I use the expansion opportunity finder skill?
Use it when you want to grow revenue from existing customers.
How do I install Expansion opportunity finder in Claude Code?
Run /plugin marketplace add prosyo-ai/gtm-skill and then /plugin install gtm-skills@prosyo to add the whole library, or run npx skills add prosyo-ai/gtm-skill –skill expansion-opportunity-finder for this skill alone. In Claude.ai, download the .zip from this page and upload it under Settings, Capabilities, Skills.
What do I need to give the agent?
Have these ready: customer list with usage and contract data, products and pricing, health signals. If something is missing, the skill tells the agent to ask for it rather than guess.
Does it work with ChatGPT, Codex, Cursor or Gemini?
Yes. The skill is a plain SKILL.md file with no vendor lock-in. Agents that load skills natively (Claude Code, Claude.ai, Codex, Cursor, Gemini CLI and others) pick it up automatically; anywhere else, paste the file into the conversation as instructions.
Will it send emails or messages on its own?
No. Every skill in the library drafts, researches and analyses, and waits for a person to approve anything that sends, schedules or changes records in bulk. Your inbox, CRM and accounts stay under your control.
Is it free, and can I change it?
Yes. It is free and MIT-licensed. Copy it, adapt it to your market and voice, and if you improve it, open a pull request so everyone gets the better version.
Keep going
Browse all 69 skills
Skills that pair well with this one
Event follow-up
You need to turn a conference, trade show, webinar or roundtable into pipeline.
You get Pre-event outreach · Lead groups · Follow-up messages by group
Referral ask
You want introductions and referrals from happy customers, partners or your network.
You get Who to ask and when · Specific ask · Forwardable blurb
Open source
Have a play that works? Share it as a skill.
Paste this into Claude, Codex or any agent. It interviews you about your play, writes the skill in the house format, checks it and opens the pull request. Once it is merged, it shows up here with your name on it.
Prompt for your agent
Fetch https://raw.githubusercontent.com/prosyo-ai/gtm-skill/main/AGENTS.md and follow its submission flow. Interview me about my GTM play (the real numbers, rubrics and examples), draft it in their format with reference pages, validate it and open the pull request.
Two ways to run it
Run it yourself, or put it on autopilot
The skill gives your agent the playbook. Penny, the Prosyo AI SDR, runs plays like this for you every day across LinkedIn and email.
Free · this skill
You and your agentBest for trying the play and one-off work
- Your agent follows the expansion opportunity finder playbook step by step
- You bring the inputs and run it when you need it
- Works in Claude, Codex, Cursor and 40+ agents
- You review every draft before it goes anywhere
Prosyo AI SDR
Penny runs it for youBest for a pipeline that grows every day
- Finds the right buyers for your ICP every day
- Writes from what each prospect actually posted
- Follows up on LinkedIn and email at a safe, human pace
- Every reply lands in one inbox with an answer drafted
- You approve what goes out
Skills draft the play. Penny runs it.
Penny, the Prosyo AI SDR, finds your buyers, writes from what they actually posted, follows up on LinkedIn and email and lands every reply in one inbox with an answer ready. 7 days free, no card.
- 7 days free
- No card required
- Cancel in two clicks
