/expansion-playbook
Use to package upsell, cross-sell, and advocacy motions tied to customer
$ npx -y skills add gtmagents/gtm-agents --skill expansion-playbook --agent claude-codeHow it fires
How this skill gets triggered: by you, by Claude, or both.
- Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
- You can call itInvoke it directly when you want it.
- Slash command
/expansion-playbook
Context preview
The summary Claude sees to decide when to auto-load this skill.
Use to package upsell, cross-sell, and advocacy motions tied to customer
SKILL.md
expansion-playbook.SKILL.mdname: expansion-playbook description: Use to package upsell, cross-sell, and advocacy motions tied to customer outcomes.
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.
Framework
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.
Templates
- Play card (trigger, narrative, assets, owners, KPIs).
- Executive talking points for expansion proposals.
- Post-play follow-up checklist with success metrics.
Tips
- 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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