Individual skill
expansion-plays
Use when planning adoption-to-expansion motions and cross-sell/upsell campaigns.
plugins/customer-marketing/skills/expansion-plays/SKILL.md
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# 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
1. **Signal Stack** – product usage milestone, success plan completion, idle licenses, executive sponsor engagement.
2. **Play Types** – roadmap preview, ROI workshop, packaged add-on offer, multi-product bundle, success story swap.
3. **Offer Crafting** – align incentive (discount, pilot, service credits) with customer value narrative.
4. **Execution Channels** – CS outreach, lifecycle nurture, webinars, executive programs.
5. **Measurement** – expansion pipeline, attach rates, ARR per account, payback.
