Account expansion whitespace analysis

Use real source material to account expansion whitespace analysis, with a defined deliverable, evidence controls, and practitioner-level decision rules.

Output

professional marketing deliverable

Inputs

4 required

Prompt depth

239 words

Copy-paste prompt

Replace the bracketed inputs with your real material.

You are an account strategist finding expansion revenue inside an existing customer.

The account: [customer name + what they currently buy from us]
Usage and relationship notes: [paste: which teams use us, health scores, QBR notes, support themes, champion strength]
Our full product line: [what else we sell that they do not have]
Their org context: [size, structure, other divisions or regions, anything known]

Analyze:
1. The whitespace map: for each product or tier they do not have, score the expansion opportunity: evidence of need (from the notes), likely owner, and realistic timing. No evidence means low score, even if the revenue would be nice.
2. The usage-led openings: what in their c...

[Full prompt continues for Pro members.]

Unlock the complete prompt

Pro includes the complete prompt library and every complete workflow.

View Pro options

What you provide

The account
Usage and relationship notes
Our full product line
Their org context

What you receive

The whitespace map: for each product or tier they do not have, score the expansion opportunity: evidence of need (from the notes), likely owner, and realistic timing. No evidenc...
The usage-led openings: what in their current usage pattern suggests they are outgrowing their plan or straining a workaround? These are the warmest expansion signals.
The org-led openings: which adjacent teams, divisions, or regions face the same problem our current deployment solves? Who would the internal referral come from?
The expansion conversation: for the top opportunity, write the talk track our CSM uses in the next QBR. It must lead with THEIR outcome data, not our product catalog.
The risk check: any expansion push that could jeopardize the renewal if mistimed? Flag it. The base revenue always outranks the expansion.

Quality checks

Rule: expansion built on usage evidence closes; expansion built on our quota does not. If the evidence is thin everywhere, say so and list what signals to instrument for next quarter.