Individual skill

customer-expansion-scoring

Use this skill when scoring a paying customer (closed-won account) for expansion. It evaluates product usage depth, persona quality, and expansion headroom to produce an expansion tier with short actionable reasoning. Designed as a sub-skill of your lead-scoring methodology — the parent runs the ACV assessment first and this returns a tier to it.

skills/ariel-cohen/customer-expansion-scoring/SKILL.md

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236
Repository last updated
Oct 20, 2026
License
MIT

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## Template placeholders

Replace every `{{...}}` before enabling. See the setup checklist reference for the full setup list.

- `{{PRODUCT}}` — Your product name
- `{{PARENT_SCORING_SKILL}}` — The parent lead-scoring skill this returns to (runs ACV assessment before this)
- `{{CRM}}` — Your CRM (e.g. HubSpot)
- `{{DEPTH_SIGNALS}}` — Your product's REAL usage-depth indicators (see Signal Stack #2 — must be replaced)
- `{{AUTO_CREATED_ARTIFACTS}}` — Objects your onboarding auto-creates for every account (excluded from depth)
- `{{FOUNDER_CONTENT}}` — Whose LinkedIn content signals post-conversion advocacy (usually a founder)
- `{{TIER_SCALE}}` — Tiers, low→high (default: Bronze / Silver / Gold / Diamond)
- `{{INACTIVITY_CAP}}` — Inactivity window that caps the tier (default: 30 days → cap at Silver)

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