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weekly-expansion-scan

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Use this skill to run a weekly pass over every paying customer and decide which ones the team should talk to about upgrading this week. It scores each closed-won account on account tier, ACV potential, the gap between what they pay and what an account their size should pay, headcount against price, and how fast they are burning through their plan, sorts them into Critical, High and Medium urgency, and posts a ranked digest with a named contact, the signal and a concrete suggested reach-out for each. Works across the whole book in one run, rather than scoring one account at a time. Also answers "who should we upsell this week", "expansion digest", "which customers are outgrowing their plan".

skills/ariel-cohen/weekly-expansion-scan/SKILL.md

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Oct 20, 2026
License
MIT

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Applies when the question is "of everyone already paying us, who is ready to grow, and who do we call first?" Produces a ranked weekly digest, one entry per account, each with a named contact and a specific suggested move.

Expansion revenue is usually lost to neglect, not to competitors. The customers most ready to upgrade are often the quiet ones: a mid-size company on your cheapest plan, or a team that has burned 90% of its allowance three weeks before renewal. A weekly scan with fixed scoring rules catches them before the customer has to ask, or leaves.

## Template placeholders

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

- `{{BILLING_SOURCE}}`: Where active subscriptions live (e.g. Stripe, Chargebee, your product database)
- `{{CRM}}`: Your CRM (e.g. HubSpot, Salesforce, Attio)
- `{{CLOSED_WON_STAGE}}`: The CRM stage or lifecycle value that marks a paying customer
- `{{TIER_TAGS}}`: Your account tiers, top two used here (default: Diamond and Gold; lower tiers are excluded)
- `{{ACV_TAGS}}`: Your ACV potential tags (default: high, medium, low)
- `{{USAGE_UNIT}}`: What customers consume on a plan (e.g. credits, seats, API calls, records)
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