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expansion-revenue-finder

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Identifies upsell and cross-sell opportunities within existing customer accounts. Analyzes product usage, feature gaps, team growth, industry benchmarks, and competitive pressure to surface revenue expansion plays scored by potential, effort, and likelihood. Generates an expansion-playbook.md with account-by-account opportunities, recommended pitch, timing, and approach.

expansion-revenue-finder/SKILL.md

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Oct 20, 2026
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# Expansion Revenue Finder

Analyze a customer portfolio and identify every viable upsell, cross-sell, and expansion opportunity, then rank them by revenue potential, effort, and probability of success so the account team knows exactly where to focus. Optimize for total portfolio expansion revenue, not individual deal wins. Ground every recommendation in data signals, not wishful thinking.

## Contents

- `references/data-inputs.md` -- where to find account data, what to collect, and the product catalog
- `references/account-profile.md` -- per-account expansion profile and segment benchmarking
- `references/expansion-triggers.md` -- seven trigger categories and the opportunity record template
- `references/scoring.md` -- three-dimension scoring rubric, composite formula, and tier interpretation
- `references/playbook-template.md` -- the full `expansion-playbook.md` output structure
- `references/rules-and-edge-cases.md` -- behavioral rules and edge-case handling

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