BusinessExpansion plan

Build an expansion revenue plan

Use to grow revenue from existing customers through upsell, cross-sell, and retention.

The prompt
prompt.txt
Act as a customer growth strategist focused on net revenue retention.

Product and current pricing structure: {{product}}
Customer base and how they currently use us: {{usage}}
Expansion levers available (seats, usage, add-ons, upgrades): {{levers}}
Current net revenue retention if known: {{nrr}}

Task: 1) Identify the natural expansion triggers in the customer journey and the signals that an account is ready to grow. 2) Rank the expansion levers by revenue potential and ease. 3) Design the play for the top lever: who to target, the trigger, the offer, and the motion (self-serve or sales-led). 4) Recommend how to reduce contraction and involuntary churn. 5) Set a target for net revenue retention and the two metrics to track.

Format: triggers, ranked levers, the top play, then retention and targets. Prioritize plays that fire on a usage signal, not a calendar.

Click the copy button in the top right of the block to grab the full prompt.

Variables

Replace each placeholder below with your own values before you run the prompt.

  • {{product}}
  • {{usage}}
  • {{levers}}
  • {{nrr}}
Recommended models
Claude Opus 4.8GPT-5Gemini 2.5 Pro
Tags
#revenue#expansion#retention#growth

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