Expansion & Upsell

Professional Roles • Customer Success

Expansion Opportunity Analysis

Upsell strategy

Identify expansion opportunities for [customer name]:

Current:
- Products: [what they use]
- Usage: [metrics]
- Team: [size and roles]
- Unused features: [list]

Analyze:
- Underutilized capabilities
- Adjacent products fit
- Team expansion potential
- Use case expansion
- Success story for pitch
- Recommended approach
- Expected value
- Timeline

Try this prompt in:

ChatGPT Perplexity Claude Gemini

Note: ChatGPT and Perplexity will open with the prompt pre-filled. For Claude and Gemini, you'll need to paste the prompt manually.