Expansion Playbook
Use to package upsell, cross-sell, and advocacy motions tied to customer outcomes.
claude plugin marketplace add gtmagents/gtm-agentsWhat this skill does
- 1Maps product usage milestones, executive asks, and success signals to specific upsell and cross-sell plays.
- 2Packages each play with a value narrative, ROI proof, reference customers, and objection-handling guide.
- 3Specifies commercial guardrails: packaging, pricing tiers, approval steps, and compensation cues per play.
- 4Tracks attach rate, win rate, and cycle time per play to continuously refine trigger logic.
When to use
- Equipping AEs and CSMs with talk tracks for a QBR where expansion opportunities need to be surfaced.
- Running an account portfolio review to identify which accounts are at a usage milestone that triggers an upsell motion.
- Building a structured expansion library so any rep can run the right play without reinventing it each time.
Best for
Format
Frequently asked questions
What is Expansion Playbook?
Expansion Playbook is a Claude Code skill for revops by GTM Agents. Use to package upsell, cross-sell, and advocacy motions tied to customer outcomes.
When should I use Expansion Playbook?
Equipping AEs and CSMs with talk tracks for a QBR where expansion opportunities need to be surfaced. Running an account portfolio review to identify which accounts are at a usage milestone that triggers an upsell motion.
How do I install Expansion Playbook?
Run the install command (claude plugin marketplace add gtmagents/gtm-agents). Once the skill is in place, Claude Code loads it automatically whenever a task matches what it does.
Is Expansion Playbook free to use?
Yes. Expansion Playbook is open source under the Apache-2.0 license, published in the gtmagents/gtm-agents repository on GitHub.