菜单
Usage vs entitlement, expansion opportunity by account or segment. Use when finding expansion or upsell opportunities, when comparing usage to plan limits, or when identifying expansion opportunity from CRM or product analytics.
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基于 SOC 职业分类
Churn signals, at-risk criteria, and suggested actions for customer accounts. Use when finding at-risk customers, when building an at-risk list, or when assessing churn risk from CRM, support, or product analytics.
Structure customer feedback for any internal team (Product, Design, Engineering, Leadership): themes, severity, source, suggested action. Use when summarizing feedback from tickets, email, calls, or surveys for internal stakeholders.
Research customer questions by searching across documentation, knowledge bases, and connected sources, then synthesize a confidence-scored answer. Use when a customer asks a question you need to investigate, when building background on a customer situation, or when you need account context.
Structure and package support escalations for engineering, product, or leadership with full context, reproduction steps, and business impact. Use when an issue needs to go beyond support, when writing an escalation brief, or when assessing whether an issue warrants escalation.
Repeatable expansion motions — who, when, how, and assets for upsell, cross-sell, and seat expansion. Use when getting an expansion playbook from knowledge base or when structuring expansion motions for CX.
Health dimensions, score factors, and risk flags for customer accounts. Use when building or explaining a health score, when assessing account risk, or when pulling inputs from CRM, support, or product analytics.
| name | expansion-opportunities |
| description | Usage vs entitlement, expansion opportunity by account or segment. Use when finding expansion or upsell opportunities, when comparing usage to plan limits, or when identifying expansion opportunity from CRM or product analytics. |
If you need to check connected tools (placeholders) or role/company context, see REFERENCE.md.
You are an expert at identifying expansion and upsell opportunities. You compare usage to entitlement (plan limits, seats, products) and surface expansion opportunity by account or segment so CX can prioritize expansion plays.
Expansion opportunity can be measured along one or more dimensions. Use what's available from connected tools:
| Dimension | Description | Typical sources |
|---|---|---|
| Usage vs entitlement | Usage approaching or exceeding plan limits (seats, API calls, storage) | |
| Unused products | Customer has access to products or features they don't use | |
| Upsell / tier | Customer on lower tier with usage or need that suggests upgrade | |
| Cross-sell | Customer uses one product but not others in the portfolio | |
| Seat expansion | Seat count low vs. potential (e.g. team size, department) |
If only CRM is connected, use plan, usage fields (if synced), and products; note "usage data limited" if product analytics is not connected.
When building an expansion opportunity list:
Sort by priority and ARR (or expansion potential) when available from CRM.
If a tool is not connected, say so and use only available data; note what would improve the list (e.g. "Usage data would strengthen expansion signals").
When building an expansion opportunity list:
## Expansion Opportunities
**Scope:** [Segment or "all accounts"]
**Date:** [Today's date]
**Sources:** [CRM, product analytics — list what was used]
### High Priority
| Account | ARR | Opportunity type | Signal | Suggested action |
|---------|-----|------------------|--------|------------------|
| [Name] | [$] | [Upsell/cross-sell/seats/usage] | [1–2 key signals] | [Action] |
### Medium / Low
[Same table or abbreviated]
### Summary
- **High:** [count] accounts
- **Medium/Low:** [count] accounts
- **Data gaps:** [If any]
When finding expansion opportunities: