expansion-opportunities

Identify and prioritize upsell, cross-sell, and seat expansion opportunities in active accounts.

461|129|Updated Jan 26, 2026
One-click install
npx skills add https://github.com/davekilleen/Dex --skill expansion-opportunities
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: expansion-opportunities
Source: https://github.com/davekilleen/Dex/tree/main/.claude/skills/_available/customer-success/expansion-opportunities
Command: npx skills add https://github.com/davekilleen/Dex --skill expansion-opportunities

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill addresses the challenge of missing expansion opportunities within active customer accounts, ensuring systematic account growth.

Core Features & Use Cases

  • Account Review: Analyzes current product usage, team size, and budget signals.
  • Trigger Identification: Pinpoints expansion needs based on pain points, feature requests, and competitor usage.
  • Opportunity Assessment: Categorizes potential as upsell, cross-sell, or seat expansion.
  • Prioritization: Ranks opportunities by likelihood of conversion.
  • Use Case: A customer success manager can use this to proactively identify which accounts are prime candidates for upgrading to a premium tier or adopting a new product module, based on their current usage patterns and expressed needs.

Quick Start

Run the expansion opportunities skill to review all active accounts for potential growth.

Frequently Asked Questions about expansion-opportunities

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

FAQPage Schema
How do I identify upsell and cross-sell opportunities within active customer accounts?

Account growth opportunities are identified by analyzing product usage data, pain points, and budget signals to assess active accounts. This process categorizes potential as upsell, cross-sell, or seat expansion, ranked by likelihood of conversion.

What is the best way to prioritize account growth opportunities for customer success teams?

Prioritizing account growth opportunities involves analyzing product usage patterns and expressed needs to rank them by conversion likelihood. This categorizes upsell, cross-sell, and seat expansion targets for focused customer success efforts.

When do I need to analyze product usage for seat expansion opportunities?

You need to analyze product usage for seat expansion when assessing active accounts for growth. Pinpointing expansion needs relies on identifying current usage patterns, team size, pain points, and competitor usage triggers.

Can I assess budget signals to find cross-sell opportunities across my active accounts?

Yes, you can assess budget signals to find cross-sell opportunities. Analyzing budget alongside product usage and feature requests systematically identifies and categorizes accounts with high likelihood for targeted sales efforts.

Does this approach require specific dependencies to categorize sales opportunities?

No specific dependencies are required to categorize sales opportunities. The process independently analyzes product usage and budget signals to prioritize upsell, cross-sell, and seat expansion candidates within active accounts.