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Find and land the next expansion

You keep selling the same team twice. The money is in the teams next door.

Install the whole playbook ↓
[ BUILT GTM ]

Find and land the next expansion

Solvethe problem worth solving
Problem · 01CS

You keep selling the same team twice.

The money is in the teams next door.

Stackthe workflow, box by box
Salesforce01
See your whole book in one rollup.
See the whole book in one rollup.
Powers up with
AI
Amplitude02
Read how an account actually uses you.
Read who is ready by how they use you.
Powers up with
AI
Amplitude03
Find and pitch the next expansion inside an account.
Pick the play and write the outcome-anchored ask.
Powers up with
AI + human
Salesforce04
Prep an executive business review that earns the C-level room.
Earn the C-level room and make the ask.
Powers up with
AI
Splithow control passes: agents branch left, humans right
HUMAN + AI, IN THE LOOP
How control passes.
AgentsHuman
Agent01
See your whole book in one rollup.
Salesforce runs it.
Agent02
Read how an account actually uses you.
Amplitude runs it.
AI + human03
Find and pitch the next expansion inside an account.
AI drafts, a human checks.
Agent04
Prep an executive business review that earns the C-level room.
Salesforce runs it.
The skills run the work. You stay in the loop on the calls that need judgment.
Outputwhat the workflow produces
OUTPUT · 01

A book-level read

OUTPUT · 02

The usage signals

OUTPUT · 03

The play

OUTPUT · 04

An executive ask that gets a yes

Outcomethe result it drives
OUTCOME · 01

The expansion score

Find the next team to sell inside an account.

Built GTM
── 01 / WHY RUN IT
RUN THIS AND YOU CAN
✓A book-level read
✓The usage signals
✓An executive ask that gets a yes
── 02 / THE RUN, STEP BY STEP

The workflow that solves it, one step at a time.

Each step is the plain question you are already asking. The skills answer them in order, one handing its receipt to the next.

1✓ TESTED
See your whole book in one rollup.

Scores every account on health, lays out renewals due, shows product adoption, and flags accounts going quiet.

YOU GETThe health composite, the renewals-due view, and the adoption heatmap.
POWER IT UPSalesforceHubSpotAttioPipedriveDynamicsAmplitude
OPEN THE SKILL →
2✓ TESTED
Read how an account actually uses you.

Turns raw usage into per-capability adoption tiers, a 12-week trend on each, power-user IDs, and a ghost-active flag.

YOU GETThe adoption-tier rubric, the trend classifier, and the ghost-active check.
POWER IT UPAmplitudeMixpanelPostHogHeapPendoSegment
OPEN THE SKILL →
3✓ TESTED
Find and pitch the next expansion inside an account.

Reads the ready signals, picks the fitting play, sizes it, and writes an outcome-anchored ask.

YOU GETThe ready-signal read, the play, the sizing, and the pitch.
POWER IT UPAmplitudeMixpanelPostHogHeapPendoSegment
OPEN THE SKILL →
4✓ TESTED
Prep an executive business review that earns the C-level room.

The value narrative tied to their strategic goals, the ROI story with math, and the one ask, higher altitude than a QBR.

YOU GETThe value narrative, the ROI story, and the one ask.
POWER IT UPSalesforceHubSpotAttioPipedriveDynamicsAmplitude
OPEN THE SKILL →
WHERE YOU LAND

A book-level read, the usage signals, the play, and an executive ask that gets a yes.

EVERY STEP, TESTED AND PASSED
EVAL RESULTPASS4/4 dimensions
HOW WE EVAL →
✓Skills resolve
✓Structure + proof
✓Example chat
✓Quality judge
  • All 4 chained skills resolve to real, scored skills.
  • Has a problem, an outcome, 2+ steps, and proof from a real build.
  • Ships an example chat showing the play run in Claude.
  • Reads in plain operator voice, grounded in a real build.
Last eval run 2026-08-05
DEEP EVAL · PASS
THE STANDARD →

We did not just check the structure. A judge read this play against the full text of every skill it chains (composition), then ran it on a real scenario end to end (simulated). It passed both. Test scenario: Palisade Health Systems is one of CSM Jordan's 30 accounts. Jordan wants to find the next expansion in the book.

── 03 / SEE IT RUN

Watch the skills answer in order.

Describe your situation in plain language. The right skill fires on its own and hands its receipt to the next.

EXAMPLE CHATDevon, a CSM, running the loop in one sitting
D
I want to find expansion in my book but I'm not sure where to start. Can you roll up all my accounts?
S
Step 1· Book Of Business Analyst
Scored every account on health, laid out what's renewing when, showed product adoption across the book, and flagged the ones going quiet. Three accounts stand out as healthy, high-adoption, and under-licensed.
expand3 accts
quiet5 accts
Receipt
Full book rolled up: 3 strong expansion candidates surfaced out of 22 accounts.
D
Take the top one, the manufacturing account. How are they actually using us?
S
Step 2· Product Usage Analyst
Turned their raw usage into per-capability adoption tiers with a 12-week trend on each, and pulled the power users by name. They're maxing two capabilities and three teams next door have never touched us.
Receipt
Usage read: 2 capabilities at power-user tier, 3 adjacent teams untouched, all trending up.
D
That looks like a seat expansion. What's the play and how big?
S
Step 3· Expansion Playbook
Read the ready signals, picked a seat-expansion play into the three untouched teams, sized it off their current usage, and wrote the ask anchored to the outcome they already got, not a feature list.
Receipt
Expansion play sized at ~40 added seats, ~$36K ARR, pitched on their proven outcome.
D
Their exec sponsor wants a review before signing off. Build me the deck.
S
Step 4· Exec Business Review
Built the value narrative against their strategic goals, the ROI story with the math, and made the expansion the one clear ask at the end. Pitched higher than a QBR since it's the C-level in the room.
Receipt
EBR ready with ROI story and one ask, expansion into 3 teams on track to close, ~$36K ARR.
── 04 / SEE IT IN PRODUCTION

Before you run it, I ran it for real.

This workflow is genericized from a real build. Here is the number it moved, and what I actually did.

THE BUILD · EXPANSION + NRR
The Expansion Score
6 of 7
the blinded score matched the CSM renewal call, 5 of 7 raw
175%
active users over licensed seats on the most saturated account
5 of 7
accounts sitting on real paid-seat true-up money
495
current customers scored for the next team to sell
WHAT I DID ›
01
Score the whitespace, not the headcount. The model weights untapped teams over raw seat count. A hundred users in one team you already own is not the opportunity; three teams using nothing is.
02
The beachhead gate. The load-bearing rule: if the team you already sold is Dormant or Ghost-Active, expansion caps out and the account goes Fix-First. You cannot cross-sell a new team off a dying one.
03
Find the seat saturation. Active users routinely ran past licensed seats, 122 and 175 percent of the plan. That is not a health signal, it is money on the table and a true-up waiting to happen.

Expansion is not re-selling your champion. It is finding the untapped team next door, and refusing to cross-sell off a beachhead that is already going dark. Score the whitespace, gate on the health of what you sold, and check the score against your CSMs gut, because the divergences are where the money is.

Dig into the full build →
05 / INSTALL THE WHOLE PLAYBOOK

One plugin. 4 skills, bundled.

The whole playbook installs as a single plugin in Claude Code, no copy-pasting 4 times. Or grab any single step above. It runs on what you paste; connect your stack to go live.

OR KICK IT OFF IN CHAT
“Here is my situation: [describe your workflow or account in a sentence or two]. Walk me through Find and land the next expansion step by step, and run each skill as we go.”
── GET THE NEXT PLAYBOOK

One runnable workflow a week. Free.