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expansion-business-case

Generates evidence-based expansion business cases for CSM-led proposals or CSQL sales handoffs.

58|21|Updated May 15, 2026
Search Tags:#MEDDIC#customer success#business case#expansion proposal#csql handoff#account signals
One-click install
npx skills add https://github.com/t0ddc3by/claude-for-customer-success --skill expansion-business-case
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: expansion-business-case
Source: https://github.com/t0ddc3by/claude-for-customer-success/tree/main/csm/skills/expansion-business-case
Command: npx skills add https://github.com/t0ddc3by/claude-for-customer-success --skill expansion-business-case

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

It helps Customer Success teams create a structured, evidence-based expansion business case that’s framed around customer outcomes and is ready for either customer delivery (CSM-led) or Sales handoff (CSQL).

Core Features & Use Cases

  • Two-mode expansion artifact generation: produces a customer-facing expansion proposal in csm-led mode or a Sales qualification package in csql mode.
  • Evidence-driven narrative: organizes delivered-outcome history, expansion opportunity context, and account signals into a coherent business argument.
  • Safety and governance guardrails: enforces required inputs for csql mode, checks for prompt-injection patterns, and flags common anti-patterns that weaken expansion messaging.

Quick Start

Use the expansion-business-case skill to generate a csm-led proposal by running it with mode csm-led and providing the account details and expansion signals.

Frequently Asked Questions about expansion-business-case

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate an expansion business case for customer growth?▼

You can format an expansion proposal for Sales handoff using csql mode. This mode validates required CSQL fields and renders a structured qualification package, ensuring all necessary information is present before the handoff occurs.

What is the difference between csm-led and csql expansion modes?▼

Required inputs for expansion proposals include account health indicators, usage signals showing expansion readiness, and structured qualification evidence like delivered-outcome history. CSQL mode additionally enforces validation of specific required fields before rendering.

How does MEDDIC qualification evidence factor into account expansion proposals?▼

The skill enforces input sanitization and prompt-injection scanning on all data. It also flags common anti-patterns that weaken expansion messaging and performs word-count and placeholder checks before rendering the final output.

When should I use a CSM-led expansion proposal instead of a CSQL handoff?▼

The skill applies to Customer Success Expansion and Growth workflows. It is designed for scenarios where account health and usage signals indicate expansion readiness and structured qualification evidence is available.

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