Expansion Motion Workflow
4 steps1 prompts
Grow accounts through upsell, cross-sell, and seat expansion.
Workflow Steps:
1
Identify Opportunities
Find expansion signals.
Expansion Signal Detection
Identify expansion opportunities.
expansionsignalsanalysis
Analyze this account for expansion opportunities. ACCOUNT: - Company: [COMPANY] - Current products: [WHAT THEY HAVE] - Current spend: [ARR] - Usage: [METRICS] EXPANSION OPTIONS: - Additional products: [LIST] - More seats/usage: [POTENTIAL] - Higher tier: [OPTIONS] Identify: 1. EXPANSION SIGNALS - From usage data - From relationship intel - From company news 2. OPPORTUNITY SIZING - Potential expansion ARR - Probability 3. BEST PATH - Which expansion to pursue first - Why 4. APPROACH - Who to engage - How to position