expansion-playbook

Detect expansion signals and generate Expansion Plans for existing accounts.

1|Updated Feb 10, 2026

Search Tags:#customer-success #expansion #upsell #renewal #cross-sell #land-and-expand #account-growth

Ready to run

npx skills add https://github.com/jbalbu01/gtm-enablement-engine --skill expansion-playbook

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: expansion-playbook
Source: https://github.com/jbalbu01/gtm-enablement-engine/tree/main/skills/expansion-playbook
Command: npx skills add https://github.com/jbalbu01/gtm-enablement-engine --skill expansion-playbook

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Identify and formalize expansion opportunities within existing accounts by generating data-driven expansion plans, signals, and conversations that drive growth.

Core Features & Use Cases

Detect expansion signals such as usage growth, new use cases, team expansion, and renewal milestones to propose upsell, cross-sell, or renewal plays.
Build comprehensive "Expansion Plan" outputs for customers, including current state, expansion opportunities, and recommended plays.
Provide a renewal strategy linkage to expand at renewal and streamline handoffs between CS and Sales.

Quick Start

Create an expansion plan for a named customer using the provided Output Format to outline opportunities and next steps.

Frequently Asked Questions about expansion-playbook

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

FAQPage Schema

How do I identify upsell and cross-sell opportunities within existing customer accounts?▼

To identify upsell and cross-sell opportunities, this skill analyzes expansion signals like usage growth, new use cases, and team expansion. It formalizes these signals into a data-driven Expansion Plan with recommended plays ready for executive review.

What is a land-and-expand strategy and how do I build a playbook for it?▼

A land-and-expand strategy drives revenue growth by expanding product usage across an existing account. This skill builds the playbook by generating an Expansion Plan that outlines the current state, expansion opportunities, and recommended plays for account growth.

How do I create a renewal strategy that includes account expansion plays?▼

To create a renewal strategy with expansion plays, the skill links renewal milestones to cross-sell and upsell opportunities. It generates a renewal strategy output that streamlines handoffs between Customer Success and Sales teams to expand at renewal.

Can I use this to generate an account growth plan for executive review?▼

Yes, you can generate an account growth plan specifically for executive review. The skill produces a comprehensive Expansion Plan output that includes current state analysis, identified expansion opportunities, and recommended plays formatted for leadership.

What is the best way to detect customer success signals for account expansion?▼

The best way to detect customer success signals for expansion is to analyze usage growth, new use cases, and team expansion milestones. This skill processes those signals to propose targeted upsell, cross-sell, and renewal plays for existing accounts.

How do I formalize a cross-sell opportunity from usage growth signals?▼

To formalize a cross-sell opportunity from usage growth signals, the skill evaluates the account's current state and maps the signals to specific product modules. It then outputs recommended cross-sell plays within a comprehensive Expansion Plan.