Account Expansion Plan
The prompt
Build an expansion plan for an existing account.
Company: {{name}}
Current products: {{what_they_buy}}
Current spend: {{arr}}
Who we work with: {{department_and_seniority}}
Expansion opportunities: {{other_departments_or_use_cases}}
Relationship health: {{strong_neutral_at_risk}}
Renewal date: {{if_applicable}}
Please create:
1. Account map: key players and what they care about
2. Expansion opportunities ranked by likelihood and value
3. The internal champion to develop for this conversation
4. A 3-month plan to position expansion without a hard sell
5. The business case for the expansion decision-maker Why this works
Identifying expansion opportunities by department and use case rather than just 'more seats' produces a value-led expansion conversation rather than a commercial ask. The stakeholder map connecting current relationships to expansion champions identifies the internal paths to expansion that the account manager should pursue rather than starting from scratch in new departments. The multi-threaded approach with specific next steps per stakeholder converts the plan from a strategic document into a tactical execution guide.
Risks & review
Account expansion plans must be timed to the customer's readiness rather than the vendor's commercial calendar — expansion conversations initiated too soon after onboarding, before the customer has experienced value, will fail regardless of relationship quality. Confirm with the CSM that the customer's health score and value realisation support an expansion conversation before initiating it, and establish a clear internal policy for minimum tenure or health score before expansion conversations are appropriate.