Expansion Playbook Library Skill

When to Use

Preparing QBRs/EBRs where growth plays should be highlighted.

Running account reviews to recommend upsell/cross-sell motions.

Equipping AEs/CSMs with talk tracks and proof aligned to success milestones.

1. **Trigger Mapping** – link product usage, milestone completion, or executive asks to specific plays.

2. **Value Narrative** – outline business impact, ROI proof, and reference customers per play.

3. **Commercial Guardrails** – specify packaging, pricing, approvals, and compensation cues.

4. **Enablement Kit** – include decks, ROI calculators, success stories, and objection handling.

5. **Measurement** – track attach rate, win rate, and cycle time for each play.

Play card (trigger, narrative, assets, owners, KPIs).

Executive talking points for expansion proposals.

Post-play follow-up checklist with success metrics.

Keep plays prioritized (top 3 per segment) to avoid overwhelm.

Pair with `account-health-framework` to time plays when risk is low.

Capture learnings after each motion to refine triggers + messaging.

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