gtmagents/expansion-plays
plugins/customer-marketing/skills/expansion-plays/SKILL.md
Use when planning adoption-to-expansion motions and cross-sell/upsell campaigns.
$ install --global
skillsauthnpx skillsauth add gtmagents/gtm-agents expansion-playsInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Last scanned: Apr 5, 2026, 2:47 PM5.0s1 file scanned
SKILL.md
- name:
- expansion-plays
- description:
- Use when planning adoption-to-expansion motions and cross-sell/upsell
Expansion Playbooks Skill
When to Use
- Identifying accounts ready for cross-sell or upsell.
- Designing lifecycle campaigns that move customers from adoption to value realization and expansion.
- Partnering with sales/CS to run QBRs, roadmap reviews, or packaging changes.
Framework
- Signal Stack – product usage milestone, success plan completion, idle licenses, executive sponsor engagement.
- Play Types – roadmap preview, ROI workshop, packaged add-on offer, multi-product bundle, success story swap.
- Offer Crafting – align incentive (discount, pilot, service credits) with customer value narrative.
- Execution Channels – CS outreach, lifecycle nurture, webinars, executive programs.
- Measurement – expansion pipeline, attach rates, ARR per account, payback.
Templates
- Expansion readiness checklist.
- QBR/EOQ review deck outline.
- Offer matrix (persona x trigger x CTA).
Tips
- Keep CS + sales alignment tight on ownership and comp.
- Document experiments (pricing, packaging) and share learning loops with product.
- Pair with
customer-insightsto validate readiness signals before outreach.
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