mcpField
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upsell-mapper

upsell-mapper

github.com/victor-shulgaMarketing & growth039 installsUpdated 3w ago
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About upsell-mapper

upsell-mapper is a client-expansion planning skill that maps current services and evidence-backed opportunities for each client. It ranks potential expansions by likelihood and value, with an entry step, owner, and check-in date for each.

Key features

  1. 01Client-by-service matrix
  2. 02Evidence-based opportunity assessment
  3. 03Likelihood and value scoring
  4. 04Prioritized expansion list
  5. 05Entry moves with owners and dates
  6. 06Status tracking for opportunities

Use cases

  1. 01Finding relevant services to offer existing clients
  2. 02Prioritizing expansion opportunities by client
  3. 03Planning a low-friction next step after a QBR

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/victor-shulga/account-management-skills --skill upsell-mapper

After installing, type/upsell-mapperin Claude Code to confirm it loaded.

Details

From the project README

Upsell Mapper

What it produces

  1. A client × services matrix: ✅ uses · ➕ realistic opportunity · — not a fit.
  2. A prioritized opportunity list: top expansions with the reason, the entry move, and an owner.

Process

  1. Collect inputs (ask only for the missing ones):
    • List of active clients (name or anonymized label, industry, size, current monthly value).
    • List of services the company sells.
    • For each client: which services they buy today.
  2. For every empty cell, decide: ➕ opportunity or — not a fit. An opportunity needs a reason grounded in facts the user gave: adjacent work already happening, a pain mentioned on calls, a team they lack, a project phase coming up. No reason — no ➕. Do not invent demand.
  3. Score each ➕ on two axes (1–3 each):
    • Likelihood — existing trust, budget owner already known, natural adjacency.
    • Value — potential monthly/project revenue relative to their current spend.
  4. Output the matrix, then the opportunity list sorted by likelihood × value.
  5. For the top 3–5 opportunities, write the entry move — not a pitch, a low-friction step: "on the next status call, ask how they currently handle X", "send the case study about Y after the QBR", "offer a 2-week paid pilot of Z".
  6. Each opportunity gets an owner and a check-in date. Recommend refreshing the map quarterly and after every QBR.

Rules

  • Facts only: every ➕ carries its reason in the output. Cells without evidence stay empty.
  • Current spend matters: a $2k/mo client with a $30k opportunity is a different play than a $30k/mo client with a $2k add-on — flag the asymmetry.
  • The map is a working artifact: output it as a table the user can paste into Notion or the CRM, with a "status" column (idea → conversation started → proposal → won/lost).

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