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expansion-playbook

Structure expansion playbooks for upsell, cross-sell, and seat expansion motions.

4|2|Updated Feb 2, 2026
Search Tags:#playbook#account management#customer success#expansion#upsell#cross-sell
One-click install
npx skills add https://github.com/propane-ai/kits --skill expansion-playbook-propane-ai
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: expansion-playbook
Source: https://github.com/propane-ai/kits/tree/main/plugins/CX/skills/expansion-playbook
Command: npx skills add https://github.com/propane-ai/kits --skill expansion-playbook-propane-ai

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill helps structure and define repeatable expansion playbooks for customer accounts, ensuring consistent strategies for upsell, cross-sell, and seat expansion.

Core Features & Use Cases

  • Define Expansion Motions: Clearly outlines 'Who', 'When', and 'How' for different expansion types (Upsell, Cross-sell, Seat Expansion, Usage-based).
  • Asset Management: Identifies necessary assets (e.g., tier comparisons, case studies) for each motion.
  • Use Case: A Customer Success Manager needs to create a playbook for upselling existing customers to a higher product tier. This Skill will help them define the triggers, the process, and the required collateral.

Quick Start

Structure an expansion playbook for upsell, cross-sell, and seat expansion motions.

Frequently Asked Questions about expansion-playbook

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

FAQPage Schema
How do I build an upsell playbook for customer success teams?▼

A cross-sell playbook requires defining the owner, trigger, execution steps, and necessary assets like case studies. This structures the motion to systematically offer additional products to existing customer accounts.

What is a seat expansion motion in account management?▼

A seat expansion motion in account management is a structured strategy to increase user counts within an existing customer account. It details the specific triggers, execution steps, and required assets for the upsell process.

How to structure cross-sell plays for existing customer accounts?▼

A cross-sell playbook requires defining the owner, trigger, execution steps, and necessary assets like case studies. This structures the motion to systematically offer additional products to existing customer accounts.

What assets do I need for a customer expansion playbook?▼

Customer expansion playbooks require assets like tier comparisons and case studies for each motion. Identifying these necessary assets ensures the upsell, cross-sell, and seat expansion processes are fully supported.

Can I integrate expansion playbooks with knowledge base tools?▼

Yes, expansion playbooks integrate with knowledge base tools for playbook templates and asset retrieval. This ensures the defined cross-sell and upsell motions have direct access to necessary collateral during execution.

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