Expansion Playbook

Use to package upsell, cross-sell, and advocacy motions tied to customer outcomes.

Published by @gtmagents·from gtmagents/gtm-agents·0 agent reads / 30d·0 saves·Updated June 14, 2026

Expansion Playbook Library Skill

When to Use

Preparing QBRs/EBRs where growth plays should be highlighted.
Running account reviews to recommend upsell/cross-sell motions.
Equipping AEs/CSMs with talk tracks and proof aligned to success milestones.

Framework

Trigger Mapping – link product usage, milestone completion, or executive asks to specific plays.
Value Narrative – outline business impact, ROI proof, and reference customers per play.
Commercial Guardrails – specify packaging, pricing, approvals, and compensation cues.
Enablement Kit – include decks, ROI calculators, success stories, and objection handling.
Measurement – track attach rate, win rate, and cycle time for each play.

Templates

Play card (trigger, narrative, assets, owners, KPIs).
Executive talking points for expansion proposals.
Post-play follow-up checklist with success metrics.

Tips

Keep plays prioritized (top 3 per segment) to avoid overwhelm.
Pair with account-health-framework to time plays when risk is low.
Capture learnings after each motion to refine triggers + messaging.

More on the bench

Draft Response

Draft a professional customer-facing response tailored to the situation and relationship. Use when answering a product question, responding to an escalation or outage, delivering bad news like a delay or won't-fix, declining a feature request, or replying to a billing issue.

customer-success+2

Qbr Builder

Create Quarterly Business Reviews with account health scores, usage analytics, ROI analysis, expansion opportunities, and risk mitigation

customer-success+1

Email Sequence

When the user wants to create or optimize an email sequence, drip campaign, automated email flow, or lifecycle email program. Also use when the user mentions "email sequence," "drip campaign," "nurture sequence," "onboarding emails," "welcome sequence," "re-engagement emails," "email automation," or "lifecycle emails." For in-app onboarding, see onboarding-cro.

Alireza Rezvani

marketing-growth-copy+2

Sharebench · Public bench

Connect via MCP.

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{
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}

# Custom GPT or Developer Mode
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https://mcp-public.sharebench.ai

# Append to ~/.codex/config.toml
[mcp_servers.sharebench_public]
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