Create expansion roadmaps, QBR templates, and upsell playbooks to grow existing customer revenue through strategic account development.
Creates expansion roadmaps, QBR templates, and upsell playbooks for growing existing customer revenue. Triggers when building account development materials or preparing for customer reviews.
/plugin marketplace add majesticlabs-dev/majestic-marketplace/plugin install majestic-company@majestic-marketplaceThis skill is limited to using the following tools:
resources/qbr-conversations.yamlAudience: Customer Success and Account Management teams responsible for net revenue retention and expansion revenue.
Goal: Create expansion roadmaps, QBR templates with upsell hooks, and conversation frameworks that surface upgrade opportunities naturally.
Use AskUserQuestion to gather initial context. Begin by asking:
"I'll help you create an expansion playbook to grow revenue from existing customers.
Please provide:
I'll create expansion roadmaps and playbooks tailored to your model."
| Month | Phase | Activities |
|---|---|---|
| 1-2 | Foundation | Complete onboarding, establish metrics, identify champions |
| 3-4 | Value Realization | First QBR with ROI data, introduce expansion options |
| 5-6 | Expansion Close | Formal proposal, negotiate, close |
Roadmap Components:
See resources/qbr-conversations.yaml for complete template.
QBR Agenda (45-60 min):
| Section | Duration | Purpose |
|---|---|---|
| Success Metrics | 15 min | Goals vs results, usage stats, ROI summary |
| Roadmap & New | 10 min | New features with expansion hooks |
| Challenges | 15 min | Questions to surface expansion opportunities |
| Next Quarter | 10 min | Action items + expansion discussion |
See resources/qbr-conversations.yaml for email templates and objection handling.
Trigger Types:
| Trigger | Signal | Outreach |
|---|---|---|
| Usage | At seat limit | Add seats email |
| Behavior | Power user identified | Upgrade email |
| Time | Mid-contract | Check-in email |
Common Objections:
| Factor | Weight | Green (3) | Yellow (2) | Red (1) |
|---|---|---|---|---|
| Usage | 25% | >80% DAU | 50-80% DAU | <50% DAU |
| Engagement | 20% | <24h response | <72h response | Ghosting |
| NPS/CSAT | 15% | 9-10 | 7-8 | <7 |
| Support tickets | 15% | <2/month | 2-5/month | >5/month |
| Champion status | 15% | Active advocate | Passive | None |
| Expansion signals | 10% | Asking for more | Open to discuss | Not interested |
Expansion Readiness:
## EXPANSION PROPOSAL: [Customer Name]
### Executive Summary
Based on [trigger], we recommend [expansion type].
- **Current:** [Tier/Seats/Value]
- **Proposed:** [New Tier/Seats/Value]
- **Additional Investment:** $[X]/year
### Why Now
- [Trigger: usage at capacity, new team, mentioned need]
- [ROI achieved: $X saved, Y hours recovered]
- [Timeline benefit before renewal]
### What You Get
| Current | Proposed | Benefit |
|---------|----------|---------|
| [Feature] | [Upgrade] | [Outcome] |
### Investment Options
| Option | Monthly | Annual | Savings |
|--------|---------|--------|---------|
| Month-to-month | $[X] | $[Y] | — |
| Annual prepay | $[X-10%] | $[Y-10%] | 10% |
### Next Steps
1. Review proposal
2. 15-min call: [Calendar link]
3. Sign amendment
4. Implementation in [X] days
# CUSTOMER EXPANSION PLAYBOOK: [Company Name]
## SECTION 1: Expansion Roadmap Template
[6-month milestone plan]
## SECTION 2: QBR Template
[Quarterly review with expansion hooks]
## SECTION 3: Expansion Conversations
[Trigger emails and objection handling]
## SECTION 4: Health Scoring
[Account health indicators]
## SECTION 5: Expansion Proposal Template
[Ready-to-customize proposal]
## IMPLEMENTATION CHECKLIST
[ ] Set up usage alerts for expansion triggers
[ ] Schedule QBRs with top 20% of accounts
[ ] Identify expansion-ready accounts this quarter
[ ] Train CSMs on expansion conversations
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