Agent skill
expansion-opportunities
Identify upsell/cross-sell opportunities
Install this agent skill to your Project
npx add-skill https://github.com/davekilleen/Dex/tree/main/.claude/skills/_available/customer-success/expansion-opportunities
SKILL.md
Purpose
Systematically identify and prioritize account expansion opportunities.
Usage
/expansion-opportunities- Portfolio-wide review/expansion-opportunities [account]- Focus on specific account
Steps
-
Review active accounts:
- Current products/features used
- Usage patterns and adoption
- Team size vs. potential
- Budget signals
-
Identify expansion triggers:
- Pain points that premium features solve
- Departments not yet using product
- Features requested
- Competitor tools they use
-
Assess expansion potential:
- Upsell: Upgrade to higher tier
- Cross-sell: Additional products
- Seat expansion: More users
-
Prioritize by likelihood:
- High: Budget available, need expressed
- Medium: Fit exists, need to create urgency
- Low: Future opportunity
Output Format
# 🎯 Expansion Opportunities
**Accounts reviewed:** [Count]
**Total expansion potential:** $[Amount]
## High Priority
### [Account] - $[Potential value]
- **Type:** Upsell / Cross-sell / Seat expansion
- **Trigger:** [Why now]
- **Next step:** [Action]
## Medium Priority
[Similar format]
## Expansion by Type
- Upsell: $[Amount] ([X] opportunities)
- Cross-sell: $[Amount] ([X] opportunities)
- Seat expansion: $[Amount] ([X] opportunities)
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