How do I install the Expansion Opportunities skill?

Run npx skillmds@latest add zoho/expansion-opportunities in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

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This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Expansion Opportunities free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Expansion Opportunities?

zoho (@zoho) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Expansion Opportunities by zoho — Agent Skill

Name: Expansion Opportunities
Author: zoho

Expansion Opportunities

Identify customers underpriced for their actual usage — hitting addon limits, sustained high utilisation, or buying repeated one-time charges — and propose plan upgrades with supporting evidence. Use when the user asks about upsell opportunities, upgrade candidates, or revenue expansion from existing customers. Do NOT use for new customer acquisition or cross-sell of unrelated products.

zoho Updated Sep 17, 2026

File contents

Upsell Candidates

Surface customers whose usage signals they've outgrown their current plan.

Setup

Resolve org ID via ZohoBilling_List_all_Organizations.

Fetch (run in parallel)

#	Tool	Purpose
1	`ZohoBilling_Get_Usage_Record_Report`	Usage per subscription
2	`ZohoBilling_Get_Usage_Record_Details_Report`	Detailed usage breakdown
3	`ZohoBilling_Get_Sales_Details_by_Addon_Report`	Repeated addon purchases per customer
4	`ZohoBilling_Get_Subscriptions_Report`	Current plan for each sub
5	`ZohoBilling_List_all_Plans`	All available plans (for upgrade targets)

Scoring signals

Flag a subscription as an upsell candidate if ANY of:

Usage > 80% of plan limit for 2+ consecutive periods
Same addon purchased 3+ times (indicates persistent need)
Usage growth > 30% MoM for 2+ months
Seat/user count within 2 of plan maximum

Output

Upsell Candidates — [date]   (N candidates · $XX,XXX expansion MRR potential)
────────────────────────────────────────────────────────────────────────────────
 #  Customer           Current Plan     Signal                  Target Plan
────────────────────────────────────────────────────────────────────────────────
 1  Acme Corp          Starter ($79)    Usage 94% · 3 mo trend  Professional ($199)
 2  Beta Inc           Pro ($199)       Storage addon ×5        Enterprise ($499)
 3  Startup XYZ        Starter ($79)    Seats: 8/10             Pro ($199)
────────────────────────────────────────────────────────────────────────────────
Total expansion MRR if all convert: $XX,XXX/month

Per row: customer · current plan + price · signal · recommended target plan. "Signal" should be specific and evidence-based — not generic.

Constraints

Only propose a plan that actually exists (from List_all_Plans results)
Do not recommend downgrade — this skill is upsell only
Expansion MRR estimate = target_plan_price − current_plan_price per candidate
Propose-only: no quotes created, no plan changes

Edge cases

No usage data available: "Usage data not available — enable usage tracking in Zoho Billing to use this skill"
No candidates found: "No clear upsell signals detected — all customers appear well-matched to their plans"

---name: expansion-opportunitiesdescription: Identify customers underpriced for their actual usage — hitting addon limits, sustained high utilisation, or buying repeated one-time charges — and propose plan upgrades with supporting evidence. Use when the user asks about upsell opportunities, upgrade candidates, or revenue expansion from existing customers. Do NOT use for new customer acquisition or cross-sell of unrelated products.---# Upsell CandidatesSurface customers whose usage signals they've outgrown their current plan.## SetupResolve org ID via `ZohoBilling_List_all_Organizations`.## Fetch (run in parallel)| # | Tool | Purpose ||---|------|---------|| 1 | `ZohoBilling_Get_Usage_Record_Report` | Usage per subscription || 2 | `ZohoBilling_Get_Usage_Record_Details_Report` | Detailed usage breakdown || 3 | `ZohoBilling_Get_Sales_Details_by_Addon_Report` | Repeated addon purchases per customer || 4 | `ZohoBilling_Get_Subscriptions_Report` | Current plan for each sub || 5 | `ZohoBilling_List_all_Plans` | All available plans (for upgrade targets) |## Scoring signalsFlag a subscription as an upsell candidate if ANY of:- Usage > 80% of plan limit for 2+ consecutive periods- Same addon purchased 3+ times (indicates persistent need)- Usage growth > 30% MoM for 2+ months- Seat/user count within 2 of plan maximum## Output```Upsell Candidates — [date] (N candidates · $XX,XXX expansion MRR potential)──────────────────────────────────────────────────────────────────────────────── # Customer Current Plan Signal Target Plan──────────────────────────────────────────────────────────────────────────────── 1 Acme Corp Starter ($79) Usage 94% · 3 mo trend Professional ($199) 2 Beta Inc Pro ($199) Storage addon ×5 Enterprise ($499) 3 Startup XYZ Starter ($79) Seats: 8/10 Pro ($199)────────────────────────────────────────────────────────────────────────────────Total expansion MRR if all convert: $XX,XXX/month```Per row: customer · current plan + price · signal · recommended target plan."Signal" should be specific and evidence-based — not generic.## Constraints- Only propose a plan that actually exists (from List_all_Plans results)- Do not recommend downgrade — this skill is upsell only- Expansion MRR estimate = target_plan_price − current_plan_price per candidate- Propose-only: no quotes created, no plan changes## Edge cases- No usage data available: "Usage data not available — enable usage tracking in Zoho Billing to use this skill"- No candidates found: "No clear upsell signals detected — all customers appear well-matched to their plans"

Frequently asked questions