Skills Reference: Expansion Radar

By Prospeda (profile) · From GTM Skills by Prospeda · License: MIT · Added October 28, 2026

Analyze expansion opportunities for this customer:

CUSTOMER PROFILE:
- Company: [NAME]
- Current plan: [WHAT THEY PAY FOR]
- Contract value: [AMOUNT]
- Contract end: [DATE]
- Main user/champion: [NAME, TITLE]
- Executive sponsor: [NAME, TITLE]
- Usage level: [HIGH/MEDIUM/LOW]
- Health score: [IF KNOWN]

CURRENT SIGNALS:
- Recent company news: [FUNDING, HIRING, PRODUCT LAUNCHES]
- Relevant job postings: [ROLES THAT INDICATE GROWTH]
- Usage changes: [ANY NOTABLE PATTERNS]
- Support tickets: [THEMES OR VOLUME CHANGES]
- Feature requests: [WHAT THEY'VE ASKED FOR]
- Stakeholder changes: [NEW PEOPLE, DEPARTURES]

OUR EXPANSION OPTIONS:
- Upsell to: [HIGHER TIER/PLAN]
- Cross-sell: [OTHER PRODUCTS]
- Add seats: [MORE USERS]
- Add features: [PREMIUM CAPABILITIES]

ANALYSIS:

1. EXPANSION READINESS SCORE (1-10)
- Score each expansion vector
- Identify the highest-probability opportunity
- Estimate timing for each

2. BUYING TRIGGERS
- What events would trigger expansion?
- What internal milestones matter?
- What external pressures create urgency?

3. STAKEHOLDER MAP FOR EXPANSION
- Who would champion this?
- Who controls expansion budget?
- Who might resist and why?

4. RISK ASSESSMENT
- Is this customer at churn risk?
- What would we need to address first?
- Is expansion the right conversation or retention?

5. RECOMMENDED APPROACH
- What to lead with
- Who to engage
- When to engage
- What to avoid

6. TALKING POINTS
- Value delivered so far (quantified)
- Natural next step in their journey
- ROI of expansion
- Cost of not expanding

Fill in anything in [brackets] or {braces} with your own details first.

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