Expansion Opportunities

When to use

Use for a portfolio or named-account review when the requester wants possible upsell, cross-sell, or seat-expansion opportunities grounded in account evidence and a customer-expressed need. Confirm the account scope and review as-of date before scanning.

Do not use this skill to edit CRM records, create pipeline commitments, contact a customer, quote pricing, promise an expansion, or decide commercial strategy. Not for renewal negotiation or a health-score decision; use renewal-prep or health-score for those jobs.

Inputs and source discipline

1. Establish account identity, scope, and as-of date. Record each source, source date, date checked, unit/currency, and account identifier. Prefer current customer statements and signed entitlements, then CRM/account facts, product telemetry, support records, and dated internal notes. Do not merge conflicting accounts by name alone.
2. Keep four evidence lanes separate:
   • account evidence: observed product, seat, usage, contract, or organizational facts;
   • expressed need: a dated customer request, pain point, or desired outcome, quoted or cited;
   • product fit: a source-backed mapping from that need to an available product capability;
   • speculation: an untested hypothesis, never presented as customer intent.
3. Show potential value only when price, quantity, currency, and calculation basis are sourced and comparable. Otherwise write unknown and explain the missing input; never invent potential value, likelihood, budget, percentage, owner, or urgency.

Method

1. Work read-only and deduplicate account records before ranking. Preserve account-level source references and label whether each statement is observed, expressed, fit-checked, or speculative.
2. For each candidate, test product fit against a dated, authoritative capability or entitlement source. A usage gap can be evidence for investigation but is not an expressed need. If the capability or eligibility is not verified, mark fit unknown.
3. Classify the candidate as upsell, cross-sell, or seat expansion only when the account evidence supports that category. Rank by evidence completeness and sourced timing signals, not by an invented probability. Treat any suggested next step as a recommendation for human review.
4. Calculate an aggregate only when all included values share a documented unit, currency, period, and basis. If any value is unknown or incomparable, report the aggregate as unavailable rather than filling the gap.