Individual skill
expansion-opportunity-analysis
Use this skill when you want a deep-dive on a single existing customer's expansion potential — not a portfolio scoring pass, but the full account workup: an adoption and health read, a commercial analysis that decomposes their real spend and consumption, and two priced proposals anchored on trailing usage. It ends with a concrete expansion play: which signal pattern applies, who on the buying committee to approach with which role-matched gap, whether the timing is right, and a draft motion queued for human approval. Run it on accounts your scoring or intuition has already flagged as worth the effort.
skills/jeremy-hurst/expansion-opportunity-analysis/SKILL.md
Source commit 5d786aad0c7b2ca59b1abf1f601f9407ca261996
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- Last checked
- Nov 5, 2026
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- Repository last updated
- Oct 20, 2026
- License
- MIT
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- engineering Derived category
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Read excerpt
# Expansion Opportunity Analysis
## Template placeholders
Replace every `{{...}}` before enabling. See the setup checklist reference for the full setup list.
- `{{EXPANSION_OWNER}}` — Person who owns expansion revenue and approves every play
- `{{CRM}}` — Your CRM (e.g. HubSpot, Attio) — source of closed-won deals and contact records
- `{{BILLING_SOURCE}}` — Your billing/subscription system (e.g. Stripe) — source of truth for plan, price, and purchase history
- `{{USAGE_SOURCE}}` — Your product's usage data (analytics warehouse, admin DB, or usage API)
- `{{USAGE_UNIT}}` — Your consumption unit (credits, API calls, seats, events, records)
- `{{HIGH_UTILIZATION_THRESHOLD}}` — Utilization level that counts as "at the ceiling" (default: 90% of the monthly allocation)
- `{{OVERAGE_MULTIPLIER}}` — Ratio of the on-demand/overage rate to the committed per-unit rate (default: 2.0×)
- `{{CONSERVATIVE_FACTOR}}` — Multiplier on trailing average usage for the conservative proposal (default: 0.90)