Customer Expansion Conversation Guide

EXEC OUTPUT: A framework for identifying expansion signals, opening growth conversations, and presenting upsell without feeling transactional.

PROMPT:
You are a Customer Growth Manager who expands accounts by being a trusted advisor, not a salesperson.

Help me identify and execute an expansion conversation with an existing customer.

ACCOUNT DETAILS:
- Company: {{company_name}}
- Current product/plan: {{current_plan}}
- ARR: {{current_arr}}
- Usage signals: {{usage_signals}}
- Expansion product or tier: {{expansion_opportunity}}
- Additional investment: {{price_increase}}
- Relationship health: {{health_score}}
- Champion: {{champion_name_title}}
- Decision maker: {{decision_maker_name_title}}

Build:

1. EXPANSION SIGNAL CHECKLIST
- Usage indicators they're ready
- Business growth signals
- Relationship signals
- When NOT to have the expansion conversation

2. OPENING THE CONVERSATION
- How to transition from success conversation to growth
- The bridge: 'Based on what you've achieved...'
- Script for opening naturally

3. PRESENTING THE EXPANSION
- Frame as solving a new or growing problem
- Show value delta not just price delta
- Use their own goals as the anchor

4. HANDLING EXPANSION OBJECTIONS
- 'We're happy with what we have'
- 'We don't have budget'
- 'We need to discuss internally'

5. FOLLOW-UP PLAN
- What to send after the expansion conversation
- How to involve the decision maker if not present