# Expansion Plays

> Use when planning adoption-to-expansion motions and cross-sell/upsell campaigns.

- Skill: `majiayu000/expansion-plays` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add majiayu000/expansion-plays`
- Raw SKILL.md: https://api.skillmd.com/api/skills/majiayu000/expansion-plays/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: majiayu000 (https://skillmd.com/u/majiayu000)
- Updated: 2026-09-09
- Page: https://skillmd.com/skills/majiayu000/expansion-plays

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# Expansion Playbooks Skill

## When to Use
- Identifying accounts ready for cross-sell or upsell.
- Designing lifecycle campaigns that move customers from adoption to value realization and expansion.
- Partnering with sales/CS to run QBRs, roadmap reviews, or packaging changes.

## Framework
1. **Signal Stack** – product usage milestone, success plan completion, idle licenses, executive sponsor engagement.
2. **Play Types** – roadmap preview, ROI workshop, packaged add-on offer, multi-product bundle, success story swap.
3. **Offer Crafting** – align incentive (discount, pilot, service credits) with customer value narrative.
4. **Execution Channels** – CS outreach, lifecycle nurture, webinars, executive programs.
5. **Measurement** – expansion pipeline, attach rates, ARR per account, payback.

## Templates
- Expansion readiness checklist.
- QBR/EOQ review deck outline.
- Offer matrix (persona x trigger x CTA).

## Tips
- Keep CS + sales alignment tight on ownership and comp.
- Document experiments (pricing, packaging) and share learning loops with product.
- Pair with `customer-insights` to validate readiness signals before outreach.

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