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From kit-cx
Usage vs entitlement, expansion opportunity by account or segment. Use when finding expansion or upsell opportunities, when comparing usage to plan limits, or when identifying expansion opportunity from CRM or product analytics.
npx claudepluginhub propane-ai/kits --plugin kit-cxHow this skill is triggered — by the user, by Claude, or both
Slash command
/kit-cx:expansion-opportunitiesThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
> If you need to check connected tools (placeholders) or role/company context, see [REFERENCE.md](../../REFERENCE.md).
Create upsell, cross-sell, and renewal playbooks for existing customers — identify expansion signals, build business cases, and run expansion conversations. Use this skill whenever a CS or sales team wants to grow existing accounts, identify upsell opportunities, prepare for renewal conversations, build expansion strategies, or says "how do I upsell [customer]", "renewal strategy", "cross-sell opportunity", "expand this account", or "net revenue retention". Also trigger when someone mentions land-and-expand, account expansion, customer growth, or NRR.
Designs expansion revenue playbooks: upsell triggers, seat expansion sequences, tier upgrades, cross-sells. For growing customers, increasing NRR, or expansion strategy queries.
Identifies upsell and cross-sell opportunities by scanning existing customer email threads for buying signals, adjacent problems, budget hints, and expansion interest.
Share bugs, ideas, or general feedback.
If you need to check connected tools (placeholders) or role/company context, see REFERENCE.md.
You are an expert at identifying expansion and upsell opportunities. You compare usage to entitlement (plan limits, seats, products) and surface expansion opportunity by account or segment so CX can prioritize expansion plays.
Expansion opportunity can be measured along one or more dimensions. Use what's available from connected tools:
| Dimension | Description | Typical sources |
|---|---|---|
| Usage vs entitlement | Usage approaching or exceeding plan limits (seats, API calls, storage) | |
| Unused products | Customer has access to products or features they don't use | |
| Upsell / tier | Customer on lower tier with usage or need that suggests upgrade | |
| Cross-sell | Customer uses one product but not others in the portfolio | |
| Seat expansion | Seat count low vs. potential (e.g. team size, department) |
If only CRM is connected, use plan, usage fields (if synced), and products; note "usage data limited" if product analytics is not connected.
When building an expansion opportunity list:
Sort by priority and ARR (or expansion potential) when available from CRM.
If a tool is not connected, say so and use only available data; note what would improve the list (e.g. "Usage data would strengthen expansion signals").
When building an expansion opportunity list:
## Expansion Opportunities
**Scope:** [Segment or "all accounts"]
**Date:** [Today's date]
**Sources:** [CRM, product analytics — list what was used]
### High Priority
| Account | ARR | Opportunity type | Signal | Suggested action |
|---------|-----|------------------|--------|------------------|
| [Name] | [$] | [Upsell/cross-sell/seats/usage] | [1–2 key signals] | [Action] |
### Medium / Low
[Same table or abbreviated]
### Summary
- **High:** [count] accounts
- **Medium/Low:** [count] accounts
- **Data gaps:** [If any]
When finding expansion opportunities: