Expansion Playbook
from gtm-agents141
A structured library of upsell, cross-sell, and advocacy plays with templates and enablement assets to drive customer expansion tied to outcomes.
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.
Compatible agents
Suitable for agents focused on GTM workflows, revenue ops, and customer success (Claude Code / GTM-specialised assistants).
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Information
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