The Expansion Revenue Prompt Pack

You are a strategic account analyst. I am going to describe one of my current customers. Your job is to identify every service or product gap where they are not yet getting value from me but clearly should be.

Customer context:
- Business type: [e.g. B2B SaaS, ecommerce brand, service agency]
- What they currently buy from me: [list all active services or products]
- What results they have reported or what outcomes they are working toward: [describe in their own words if possible]
- Approximate size or revenue: [e.g. 12-person team, $2M annual revenue]
- Any pain points they have mentioned recently: [paste notes or paraphrase]

Now do the following:
1. List every logical next service or product I could offer this customer based on their goals and current gaps.
2. For each gap, write one sentence explaining why they need it right now, using their own situation as the reason.
3. Flag the top two gaps as highest priority based on urgency and fit.

Be specific. No generic recommendations. Every answer must connect to their situation as described.

I have a customer who has achieved the following results with my help:

[Paste the result, win, or milestone the customer recently hit. Be specific: 'Grew their email list from 400 to 1,100 in 60 days using the lead magnet system we built.']

They currently work with me on: [list current scope]

Using this result as a springboard, identify:
1. What logical next problem they will face now that this first thing is solved.
2. What service or offer of mine would address that next problem.
3. A one-paragraph narrative I can use when I reach out to them, framing the result they got as the reason to expand scope. The narrative must feel like advice from a trusted partner, not a sales pitch.

Write the narrative in a warm, direct tone. No buzzwords. No pressure. Just the honest next step.

I have a customer who is paying for [SERVICE OR PRODUCT NAME] but based on my notes and conversations with them, I believe they are not fully using it or getting full value from it.

Here is what I know about how they are using it:
[Paste usage notes, support tickets, conversations, check-in call notes, or your own observations]

Here is what full value looks like for this service:
[Describe what full engagement or usage looks like]

Your task:
1. Identify the specific gaps between how they are using it and what full value looks like.
2. For each gap, suggest one concrete action I could take to close it, either a proactive customer success touch, a training session, or a workflow adjustment.
3. Identify whether any gap signals a readiness to expand into a higher tier or adjacent service, and explain why.

Do not recommend upselling until underutilisation is addressed. Flag the order of operations clearly.

Read the following notes, messages, or transcript from a recent customer interaction and identify every signal that this customer is ready to expand their engagement with me.

Customer interaction notes:
[Paste the email thread, call notes, Slack conversation, or support log]

Look for:
- Mentions of new goals or growth plans they have not hired me to help with yet
- Frustrations or bottlenecks that fall outside my current scope but that I could solve
- Questions that signal they are thinking about the next stage of their business
- Positive results or wins that have made them more ambitious
- Any phrase that sounds like 'I wish I had help with X' or 'we are trying to figure out Y'

For each signal you find:
1. Quote the exact phrase or note that triggered it.
2. Explain what it signals in plain English.
3. Suggest the specific offer, service, or conversation opener I should use in response.

Be direct. If there are no real signals, say so.

I want to identify which of my current customers is growing fast enough that they will outgrow their current engagement with me within the next 90 days if I do not proactively expand scope.

Here is a summary of my current customer base:
[List each customer with: name or identifier, current service level, approximate tenure, any known growth indicators such as team growth, new funding, new product launch, expanding market]

For each customer:
1. Score their growth velocity on a 1 to 5 scale based on what I have described (1 = stable, 5 = fast-moving).
2. Flag any customer scoring 4 or 5 as a tier-up conversation priority.
3. For each flagged customer, write one sentence I could use to open an expansion conversation that does not feel like a sales call. The sentence should reference something real about their growth.

Output as a simple table followed by the conversation openers.

I have a customer coming up for renewal in [NUMBER] days. I want to flip this renewal conversation from a contract admin moment into an expansion conversation.

Customer details:
- Current scope: [list what they pay for]
- Tenure: [how long they have been a customer]
- Results achieved so far: [list any wins or milestones]
- Known concerns or friction: [any complaints, slow adoption, or issues]
- Budget signals: [what you know about their budget situation]

Your task:
1. Write a renewal conversation agenda that opens with their results, addresses any known concerns, and naturally leads to a scope expansion conversation.
2. Identify the one expansion offer most likely to land at this renewal based on everything I have described.
3. Write a brief (3-5 sentence) pitch for that expansion offer that I can deliver verbally in the renewal call. No pressure tactics. Framed as the logical next chapter of what we have already built together.

Include a fallback position if they are not ready to expand but want to renew at the same level.

I offer the following services or products:
[List all your offers in plain language, one per line]

I have a customer who currently buys: [list their active services or products]

Their primary goal right now is: [describe in one sentence]
Their biggest current frustration is: [describe in one sentence]

Your task:
1. Identify which of my other services or products would naturally complement what they already have, given their goal and frustration.
2. Explain the logical connection between what they have now and what you are recommending, in plain English.
3. Write a two-paragraph cross-sell message I could send as a follow-up to a recent win or check-in. The message should feel like a helpful observation from someone paying attention to their business, not a promotional email. No subject line needed. Just the body copy.

Constraints: No urgency language. No fake scarcity. The recommendation must be genuinely useful to them right now.

I want to run a full cross-sell audit across my customer base to find the highest-value opportunities I have not acted on yet.

Here is my customer list with current services:
[List each customer and what they currently buy from you. Use first names or identifiers only. Include as much relevant context as you have.]

Here is my full offer menu:
[List all your services or products]

For each customer:
1. Identify the one cross-sell opportunity most likely to convert based on what they already buy and what you know about them.
2. Rate the opportunity: Hot (they have shown interest), Warm (it fits their situation), or Cold (possible but no signal yet).
3. Suggest the best channel for the conversation: email, a scheduled call, or a casual message.

Output as a table. Sort by rating, Hot first. Include a column for suggested next action and a target date I should aim for.

A customer has mentioned the following problem or frustration in a recent conversation:

[Paste or paraphrase the problem they described]

This problem is not currently in my scope of work with them, but I offer a service or product that could address it: [name the service or product and describe it in two sentences].

Write a short outreach message (maximum 5 sentences) that:
1. Acknowledges the problem they described, in their language.
2. Briefly explains that this is something I can actually help with.
3. Invites a short conversation to explore whether it is a fit.

The tone must be helpful and low-pressure. Do not overexplain the offer. The goal is a reply, not a sale in the message. Avoid phrases like 'I wanted to reach out' or 'hope this finds you well'. Start with their problem.

I offer three tiers of [SERVICE NAME]:

Tier 1 (current): [describe what is included]
Tier 2 (target): [describe what is included]
Tier 3 (top): [describe what is included]

I have a customer on Tier 1 who I believe is ready for Tier 2. Their goal is: [describe their goal]. Their current results are: [describe where they are now].

Write a verbal script I can use in a 5-minute conversation to walk them through the difference between Tier 1 and Tier 2. The script must:
1. Start by acknowledging what they have achieved at Tier 1.
2. Name the specific limitation they are hitting at their current tier, using their situation as the example.
3. Describe Tier 2 in terms of outcomes, not features.
4. End with a low-pressure invitation to move forward.

Do not mention pricing in the script. The goal is to get them to say 'tell me more', not to close on the spot.

Before I have any tier-up or expansion conversation with a customer, I want to build a clear picture of the value they have already received so I can anchor the conversation in ROI rather than cost.

Customer details:
- Tenure: [length of time as a customer]
- Current monthly investment: [amount they pay]
- Known results, wins, or milestones: [list everything you know, even small wins]
- Estimated time or resource saved: [if known]
- Any revenue, leads, or growth they can attribute to the work: [if known]

Your task:
1. Calculate or estimate the return on their current investment based on the results described. Use conservative assumptions. Show the working.
2. Write a two-sentence value summary I can use to open the expansion conversation. It should make the ROI feel concrete and real without overstating it.
3. Identify any gaps in the value evidence I have and suggest what I should ask them before the conversation to fill those gaps.

Be honest. If the value evidence is thin, say so and tell me how to strengthen it before the conversation.

I am preparing to propose expanding scope with a customer. The expansion would increase their investment from [CURRENT AMOUNT] to [NEW AMOUNT] per [month/quarter/project].

The expansion includes: [list what is new or additional]
The core outcome it delivers: [describe the primary result they would get]

I want to frame this increase in a way that makes the additional investment feel proportionate and logical, not like a price hike.

Write three different one-paragraph framings of this investment increase:
1. Framed as cost per outcome (e.g. cost per lead, per client, per hour saved)
2. Framed as what they would pay to solve this problem another way (e.g. hiring, agency, lost time)
3. Framed as the natural next stage of a plan already in motion

For each framing, write it in the first person, as if I am saying it in a conversation. No bullet points. Conversational, confident, not pushy.

Here is a list of customers who were active in the past 18 months but are no longer working with me:

[List each one with: approximate end date, reason for leaving if known, last service or product they used, any results they achieved, any contact you have had since they left]

Your task:
1. Score each one on re-engagement likelihood: High, Medium, or Low. Base your scoring on recency, results achieved, reason for leaving, and any post-exit contact.
2. For the High and Medium scores, identify the one trigger or hook most likely to restart the conversation with each one. The hook should be specific to them, not generic.
3. Write a re-engagement opener for the top two on your list. Maximum four sentences. Start with something real about them or their business, not a reference to working together. The message should feel like you have been paying attention, not like a win-back campaign.

Output the scoring table first, then the two message drafts.

I want to reach out to a past customer using a recent, real-world trigger as the reason to reconnect rather than a generic check-in.

Past customer context:
- Who they are: [describe their business and role]
- When they were last active: [approximate date]
- What they worked on with me: [describe the scope]
- Any results they achieved: [list if known]

Recent trigger I have identified:
[Describe the trigger. Examples: they recently posted about a new product launch, their industry had a notable shift, a new platform or tool they use just changed in a relevant way, they hired someone new in a relevant role, they won an award or got press coverage]

Write a re-engagement message that:
1. Opens with the trigger, not with a reference to your past work together.
2. Connects the trigger to something relevant I can offer.
3. Ends with a specific, low-friction next step (a 20-minute call, a quick question, a useful resource).

Length: four to six sentences maximum. No pitch language. No urgency. The goal is a reply.

I have past customers who left because my service was not the right fit at the time, was outside their budget, or was not what they needed at that stage. My offer has since evolved.

What has changed about my offer or business since they left:
[Describe what is new, improved, or different. Be specific: new service, new tier, new process, new results you can now point to, new tool or method you now use]

Past customer I want to re-approach:
[Describe their situation, why they left, and what you know about where they are now]

Write a short outreach message that:
1. Acknowledges the time that has passed and what has changed on my end without over-explaining.
2. Connects the specific change to what they were looking for when they left.
3. Invites a conversation with no pressure attached.

Do not apologise for the past. Do not oversell the change. Write it as an honest update from someone who thought of them for a good reason.

I want to ask a current customer for a referral, but I want to pick the right moment and use the right framing so it does not feel transactional or awkward.

Customer context:
- Who they are: [describe their business and relationship with you]
- Recent win or milestone we achieved together: [describe the specific result]
- Their personality or communication style: [e.g. direct, relationship-led, time-pressed, enthusiastic]
- Any referral conversations we have had before: [yes or no, and any context]

Your task:
1. Confirm whether this is a strong moment to ask for a referral. If it is not, explain what would make it a better moment.
2. Write a referral request that:
   - Opens with the win or result we just achieved together.
   - Makes the ask specific: who they might know, not 'anyone you think could benefit'.
   - Keeps the commitment required from them minimal and clear.
   - Includes an offer to make the introduction easy (a draft intro message they can forward).
3. Write the draft intro message they can send on my behalf. Keep it to three sentences.

No scripts that sound like referral programmes. This should sound like a genuine conversation.

A current customer has agreed to make an introduction on my behalf to a peer or colleague they know.

Here is what I know about the person they are introducing me to:
[Describe what you know: name, business type, role, any context the customer shared about their situation or needs]

Here is what I want the outcome of the introduction to be:
[e.g. a 20-minute discovery call, a review of a specific offer, a connection on LinkedIn before a follow-up]

Write two versions of the intro message my customer could forward:
1. A short version for someone the customer knows well (three sentences, casual tone).
2. A slightly more formal version for a professional contact (four to five sentences, clear context on who I am and why I am relevant).

Both versions must make it clear what the person being introduced should do next. No vague 'might be a fit' language. Specific, helpful, low-friction.

I want to use a current customer's results as a case study that I can reference in expansion conversations with other customers or prospects.

Customer details:
- Business type: [describe]
- What they worked on with me: [describe the scope]
- Results achieved: [list specific numbers, milestones, or outcomes]
- Timeline: [how long it took to achieve these results]
- Any quotes or feedback they have given: [paste if available]

Your task:
1. Write a three-paragraph case study summary I can use verbally or in writing when talking to similar customers. The summary should cover: the situation before, what we did together, and the outcome.
2. Identify which of my other current customers or target customer types this case study would resonate most with and why.
3. Write a one-sentence version I can drop into a conversation naturally, without it sounding rehearsed.

Do not fabricate details. Work only with what I have provided. If the results are modest, frame them accurately. Credibility matters more than impressiveness.

I want to identify which of my current customers is most ready for an expansion conversation right now. Score each one using the following criteria.

Here is my current customer list with what I know about each:
[List each customer with: name or identifier, current scope, tenure, recent wins, recent concerns or friction, any growth signals, and last meaningful conversation date]

Score each customer on a 1 to 3 scale for each factor:
1. Results satisfaction (1 = not seeing value yet, 2 = satisfied, 3 = clearly winning)
2. Relationship warmth (1 = transactional, 2 = solid, 3 = advocate-level)
3. Growth trajectory (1 = flat or contracting, 2 = steady, 3 = clearly growing)
4. Untapped scope (1 = using most of what I offer, 2 = one or two gaps, 3 = significant gaps)
5. Recency of conversation (1 = not spoken in 60+ days, 2 = spoke in last 30 days, 3 = spoke this week)

Total each customer's score out of 15. Rank them highest to lowest. Flag any customer scoring 12 or above as an immediate expansion priority. For the top three, write one sentence on the best opening move.

I am going to have an expansion conversation with one of my best customers. I want to prepare properly so the conversation is genuinely useful to them and naturally leads to a scope discussion.

Customer details:
- Who they are: [describe their business, role, and how long they have been a customer]
- Current scope: [list what they currently pay for]
- Recent results: [describe wins or milestones in the past 90 days]
- Known goals for the next 90 days: [describe what they are trying to achieve]
- Known constraints: [budget signals, team capacity, competing priorities]
- Ideal expansion outcome: [what would you ideally propose if the conversation goes well]

Your task:
1. Write a five-point conversation agenda for a 30-minute call. Lead with their goals, not with your proposal.
2. Anticipate the two most likely objections to the expansion and write a one-paragraph response to each. No pressure tactics. Genuine answers.
3. Write a one-paragraph close for the conversation that proposes next steps without forcing a decision on the call.

This is a preparation document for me. Write it as a brief I can read the morning of the call.

I want to run a quarterly review of my entire customer base to identify every expansion opportunity I should be pursuing this quarter.

Here is my customer base summary:
[List all active customers with: name or identifier, current scope, monthly or project value, tenure, and any notable context]

Here is my full offer menu:
[List all services or products with a one-line description of each]

Your task:
1. For each customer, identify the single best expansion opportunity available this quarter.
2. Estimate the potential additional revenue if each expansion lands, using conservative assumptions.
3. Sort all opportunities by total potential value, highest to lowest.
4. Flag the top five as this quarter's priority expansion list.
5. For the top five, identify the one action I should take in the next seven days to move each conversation forward.

Output as a table followed by a seven-day action plan. Be specific about the action. 'Send an email' is not specific enough. Name the trigger, the message angle, and the ask.

I just had a conversation with a customer about expanding our work together. Here is what happened:

- What was discussed: [summarise the conversation]
- Their reaction: [describe how they responded, what they were interested in, what gave them pause]
- What was agreed as a next step: [describe the agreed next step if there was one]
- What I want to happen next: [describe the ideal outcome from the follow-up]

Write a follow-up message that:
1. Summarises the key points from the conversation in two sentences.
2. Confirms any agreed next steps clearly.
3. Provides any relevant information they asked for or that would help them make a decision.
4. Ends with one clear, easy next step for them.

Length: short. This is a follow-up, not a proposal. Four to six sentences maximum unless they specifically asked for more information. Write it ready to send.

I had an expansion conversation with a customer [NUMBER] weeks ago and it has stalled. They have not said no, but they have not moved forward either.

Context:
- What was proposed: [describe the expansion offer]
- Their last response: [describe what they said or did not say]
- What I think is holding them back: [your best guess at the real objection or reason for delay]
- Any changes in their situation since the conversation: [new information, results, context]

Write a re-opening message that:
1. Does not reference the stall directly or make them feel chased.
2. Provides a new, relevant reason to revisit the conversation (a result, a case study, a new development, a changed circumstance).
3. Makes it easy for them to re-engage without feeling like they owe you an explanation for the delay.

Length: four sentences maximum. Warm, low-pressure. If you cannot find a genuine new reason to re-open, say so and suggest waiting for one rather than forcing a message.

A customer has indicated interest in expanding our work together. I need to put together a short, clear proposal that makes it easy for them to say yes.

Expansion details:
- Current scope: [describe what they currently pay for]
- Proposed expansion: [describe exactly what is new or additional]
- Core outcome the expansion delivers: [one sentence on the primary result]
- Investment: [the additional cost and how it is structured]
- Timeline: [when it would start and how long the initial commitment is]

Your task:
1. Write a one-page proposal outline with the following sections: the situation, the expansion, what they will get, how it works, the investment, and next steps.
2. Write the actual copy for each section, not just the headings. Keep each section to two to four sentences.
3. Write a subject line for the email I will send with this proposal.

The proposal must feel like a natural extension of our existing relationship. No formal sales language. No pressure. The tone is: trusted partner recommending the logical next step.

Do not include any content that would embarrass either party if forwarded to someone else in their organisation.