expansion-playbook

Name: expansion-playbook
Availability: InStock
Author: Propane

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

Ready to run

npx skills add https://github.com/propane-ai/kits --skill expansion-playbook-propane-ai

💬 Prompt for ChatGPT / Claude Chat▼

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?▼

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.