# Expansion Playbook

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

- Skill: `diegosouzapw/expansion-playbook` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add diegosouzapw/expansion-playbook`
- Raw SKILL.md: https://api.skillmd.com/api/skills/diegosouzapw/expansion-playbook/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: diegosouzapw (https://skillmd.com/u/diegosouzapw)
- Updated: 2026-09-08
- Page: https://skillmd.com/skills/diegosouzapw/expansion-playbook

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# 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
1. **Trigger Mapping** – link product usage, milestone completion, or executive asks to specific plays.
2. **Value Narrative** – outline business impact, ROI proof, and reference customers per play.
3. **Commercial Guardrails** – specify packaging, pricing, approvals, and compensation cues.
4. **Enablement Kit** – include decks, ROI calculators, success stories, and objection handling.
5. **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.

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