expansion-playbook

expansion-playbook

gtmagents

•

143273 months ago

Source Raw

Use to package upsell, cross-sell, and advocacy motions tied to customer

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Quick Install

npxskills add gtmagents/gtm-agents--skill expansion-playbook

Instructions

Expansion Playbook Library Skill

When to Use

Preparing QBRs/EBRs where growth plays should be highlighted.
Running account reviews to recommend upsell/cross-sell motions.
Equipping AEs/CSMs with talk tracks and proof aligned to success milestones.

Framework

Trigger Mapping – link product usage, milestone completion, or executive asks to specific plays.
Value Narrative – outline business impact, ROI proof, and reference customers per play.
Commercial Guardrails – specify packaging, pricing, approvals, and compensation cues.
Enablement Kit – include decks, ROI calculators, success stories, and objection handling.
Measurement – track attach rate, win rate, and cycle time for each play.

Templates

Play card (trigger, narrative, assets, owners, KPIs).
Executive talking points for expansion proposals.
Post-play follow-up checklist with success metrics.

Tips

Keep plays prioritized (top 3 per segment) to avoid overwhelm.
Pair with account-health-framework to time plays when risk is low.
Capture learnings after each motion to refine triggers + messaging.

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