About expansion-playbook
expansion-playbook is a marketing skill for account expansion, helping sales and customer success teams turn usage signals into upsell and cross-sell plays. It includes guidance for value narratives, commercial rules, enablement materials, and measurement.
Key features
- 01Map usage signals to growth plays
- 02Build value narratives and ROI proof
- 03Document pricing, approvals, and incentives
- 04Provide sales and objection-handling templates
- 05Track attach rate, win rate, and cycle time
Use cases
- 01Prepare QBRs or EBRs around growth opportunities
- 02Recommend upsell or cross-sell motions in account reviews
- 03Equip sales and customer success teams with talk tracks
Install
Copy the command and run it in a terminal.
$
npx skills add https:/After installing, type/expansion-playbookin Claude Code to confirm it loaded.
Details
From the project READMEExpansion 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
- Trigger Mapping – link product usage, milestone completion, or executive asks to specific plays.
- Value Narrative – outline business impact, ROI proof, and reference customers per play.
- Commercial Guardrails – specify packaging, pricing, approvals, and compensation cues.
- Enablement Kit – include decks, ROI calculators, success stories, and objection handling.
- 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-frameworkto time plays when risk is low. - Capture learnings after each motion to refine triggers + messaging.
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