Expansion Playbook
Identify and execute upsell/cross-sell from usage signals
Analyzes product usage patterns to identify expansion opportunities. Maps feature adoption against plan limits, identifies teams or departments not yet using the product, and generates a tailored expansion pitch grounded in the customer's actual usage data.
Workflow Steps
Usage Analysis
/excel-workMap feature adoption, plan utilization, and growth trends
Opportunity Identification
/synthesize-knowledgeMatch usage patterns to expansion triggers from historical data
Business Case
/financeBuild ROI model for the expansion based on current value realization
Pitch Generation
/persuasive-copywritingExpansion pitch using the customer's own success metrics as proof points
Example
Account using 94% of their API quota with 3 months left on contract. The workflow identifies a 2x plan upgrade opportunity, calculates that the customer processed $3.2M in transactions through the platform last quarter, and generates a pitch: "You're processing $3.2M/quarter through us. The Pro plan removes the API ceiling and adds the analytics module your ops team requested."
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Deep Dives
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Built and maintained by Victor Sowers at STEEPWORKS