What it does

This skill provides a repeatable Expansion Playbook for GTM teams: mapping triggers, crafting value narratives, defining commercial guardrails, and bundling enablement assets. It helps account teams identify the best moments to propose upsell or cross-sell motions and supplies templates (play cards, executive talking points, follow-up checklists) to operationalize those plays.

When to use it

Use during QBRs/EBRs, account reviews, deal/renewal planning, and enablement sessions to recommend targeted expansion motions. Also useful for CS and AE playbooks when aligning offers to customer success milestones.

What's included

Scripts: none
References: none
Instructions: Trigger mapping guidance, a 5-step framework (Trigger Mapping, Value Narrative, Commercial Guardrails, Enablement Kit, Measurement), and templates for play cards and executive talking points. Practical tips on prioritization and pairing with account-health frameworks are included.