Account Expansion Playbook

Create an account expansion strategy for upselling and cross-selling within existing accounts.

Product: [PRODUCT/SERVICE]
Average account value: [AMOUNT]

Expansion target: [GROWTH %]

Provide:
1. **Expansion Signals**: 8 indicators that an account is ready for upsell
2. **Account Health Score**: How to calculate it (usage, engagement, NPS, growth)
3. **Expansion Playbooks** by type:
   - Seat/license expansion
   - Feature/tier upgrade
   - Cross-sell additional products
   - Multi-department rollout
4. **Timing**: When to approach and when to wait
5. **Talk Track**: How to bring up expansion naturally in a QBR or check-in
6. **Email Templates**: 3 expansion-focused emails for different scenarios
7. **Champion Building**: How to develop internal advocates who sell for you
8. **Pricing Strategy**: How to present expansion pricing without sticker shock

Create an account expansion strategy for upselling and cross-selling within existing accounts.

Product: [PRODUCT/SERVICE]
Average account value: [AMOUNT]
Expansion target: [GROWTH %]

Provide:
1. **Expansion Signals**: 8 indicators that an account is ready for upsell
2. **Account Health Score**: How to calculate it (usage, engagement, NPS, growth)
3. **Expansion Playbooks** by type:
   - Seat/license expansion
   - Feature/tier upgrade
   - Cross-sell additional products
   - Multi-department rollout
4. **Timing**: When to approach and when to wait
5. **Talk Track**: How to bring up expansion naturally in a QBR or check-in
6. **Email Templates**: 3 expansion-focused emails for different scenarios
7. **Champion Building**: How to develop internal advocates who sell for you
8. **Pricing Strategy**: How to present expansion pricing without sticker shock