# Expansion Map

> Plan account expansion, upgrades, seat growth, referrals, advocacy, and land-and-expand paths

- Skill: `georgeqle/expansion-map` (Agent Skill, multi-file: 3 files)
- Install (CLI): `npx skillmds@latest add georgeqle/expansion-map`
- Raw SKILL.md: https://api.skillmd.com/api/skills/georgeqle/expansion-map/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Marketing & Growth
- Author: GeorgeQLe (https://skillmd.com/u/georgeqle)
- Updated: 2026-09-09
- Page: https://skillmd.com/skills/georgeqle/expansion-map

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## Pack Availability Guard

Before telling the user to run a skill from another project-local pack, check `.agents/project.json.enabled_packs`. If the target pack is not enabled, recommend `npx skillpacks install <pack>` from the project shell, instead of the target skill.

# Expansion Map

Invoke as `$expansion-map`.

Map how retained customers grow into larger accounts, higher usage, referrals, or advocacy.

## Process

### 0. Product-Path Scope Resolution

Resolve research scope by product path before using code or app structure as a hint:

1. If `$ARGUMENTS` names a non-archived `research/{slug}/` directory or a product-path ID whose `scope_path` points there, use that path. Treat `{slug}` as the product/app name, not the ICP, audience, or segment label.
2. If `$ARGUMENTS` names only `research/_archive/{slug}/` or a manifest entry with `status: archived` or legacy `status: abandoned`, stop and warn that the path is archived; do not write or update scoped outputs there.
3. Read `research/.progress.yaml` when present. Normalize legacy `active_path` to `active_paths` on read and write back `active_paths` on manifest updates. Treat legacy `abandoned` as `archived`; exclude `archived`, `abandoned`, `deferred`, `revisit_candidate`, `promoted`, and any `scope_path` under `research/_archive/` from active target selection.
4. If active product paths exist in the manifest, use those paths. If multiple active paths exist, ask which one to target unless this skill explicitly supports cross-path output.
5. If no active manifest target exists, list non-archived product directories under `research/`, excluding `research/_archive/` and dot directories. Auto-select only when exactly one exists; ask when multiple exist.
6. If no product directories exist, use flat `research/` single-product mode.
7. Detect monorepo/app/package structure only as a secondary hint. Suggest creating a missing `research/{slug}/` product path when code clearly exposes an app, but do not require code or monorepo detection before using `research/{slug}/`.

When product path `{slug}` is active, read and write research under `research/{slug}/`, specs under `specs/{slug}/`, and treat top-level `research/*.md` files as flat-mode documents or cross-path summaries.

1. Resolve product-path scope using `research/{slug}/` when applicable.
2. Read `research/.progress.yaml` when present. Normalize `active_path` (singular legacy) to `active_paths` (plural list) when reading; treat legacy `abandoned` as `archived` and exclude archived/deferred/revisit/promoted paths plus `research/_archive/` scopes from active target selection. Scope the expansion map to the active product path by default. When expansion analysis reveals opportunities that align with a deferred product path, add a `## Product Path Implications` section recommending `$product-line activate`.
3. Require `research/journey-map.md`; if missing, recommend `$journey-map`.
4. Load journey, retention, monetization, GTM, enterprise ICP, metrics, customer feedback, and specs when present.
5. Interview and recommend around: expansion trigger, added seats/users, usage expansion, tier upgrades, team rollout, integrations, procurement renewal, referrals, reviews, advocacy, and account-health thresholds.
6. Present the expansion model before writing.
7. Write `research/expansion-map.md` and `research/expansion-map-interview.md` in flat mode, or `research/{slug}/expansion-map.md` and `research/{slug}/expansion-map-interview.md` when product-path scope is active, after validation.

## Output Shape

```markdown
# Expansion Map

> Based on: research/journey-map.md[, research/retention-map.md]
> Date: YYYY-MM-DD

## Summary
## Expansion Triggers
## Upgrade And Seat Growth Paths
## Team Or Account Rollout
## Referral And Advocacy Paths
## Risks And Constraints
## Product Gaps
## Next Steps
```

## Alignment Page

Follow the shared alignment-page convention via the packaged convention resolver; output path is `alignment/expansion-map-{topic}.html`.

## Constraints

- Separate genuine expansion from ordinary retention.
- For enterprise products, identify champion, buyer, admin, security, and procurement roles when relevant.
- End with `## Next Steps`, preferring `$lifecycle-metrics`, `$monetization`, `$growth-model`, `$gtm` as context dictates.

## Default Shipping Contract

Follow the shared shipping contract convention in CLAUDE.md.