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stephenrogan
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expansion-opportunity-scorer

Score customer account expansion readiness and recommend an expansion approach.

1|Updated Mar 23, 2026
Search Tags:#adoption#value#readiness#stakeholders#expansion#upsell
One-click install
npx skills add https://github.com/stephenrogan/csm-skills --skill expansion-opportunity-scorer
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: expansion-opportunity-scorer
Source: https://github.com/stephenrogan/csm-skills/tree/main/skills/expansion-opportunity-scorer
Command: npx skills add https://github.com/stephenrogan/csm-skills --skill expansion-opportunity-scorer

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Scores expansion readiness for customer accounts and guides the CSM through expansion conversations by evaluating adoption, value evidence, stakeholder alignment, and the commercial context.

Core Features & Use Cases

  • Adoption depth, value evidence, signal strength, stakeholder readiness, and health are scored to determine expansion viability.
  • Expansion type recommendations (seat expansion, tier upgrade, cross-sell, usage expansion) with next-step guidance and risk flags.
  • Output supports executive-level discussions by surfacing blockers, timing considerations, and a recommended conversation plan.

Quick Start

Provide the account name, current ARR, the expansion signal, and adoption metrics to generate a readiness assessment with a recommended expansion approach.

Frequently Asked Questions about expansion-opportunity-scorer

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

FAQPage Schema
How do I score customer expansion readiness before an upsell conversation?▼

To score expansion readiness, evaluate adoption depth, value evidence, stakeholder alignment, and commercial context. This generates a viability score and recommends an appropriate upsell approach for your customer accounts.

What inputs do I need to assess upsell opportunities and account health?▼

Assessing upsell opportunities requires inputs like account name, current ARR, expansion signals, adoption metrics, value evidence, stakeholder alignment, health status, and commercial context to generate a readiness evaluation.

What is the best way to determine the timing for a tier upgrade or cross-sell?▼

The best way to determine timing for a tier upgrade or cross-sell is to evaluate signal strength alongside adoption depth and health status, which surfaces timing considerations and potential blockers for the expansion.

Can I use adoption metrics to generate a recommended conversation plan for stakeholders?▼

Yes, you can use adoption metrics and value evidence to generate a recommended conversation plan. This output supports executive-level discussions by surfacing blockers and providing next-step guidance for stakeholder alignment.

When should I not pursue a seat expansion or usage expansion?▼

You should not pursue a seat expansion or usage expansion when the readiness assessment identifies low adoption depth, weak value evidence, poor stakeholder alignment, or active health status blockers within the commercial context.

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