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Customer Share Of Wallet Estimator

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Just because a customer spends little doesn't mean they are small. This agent estimates the 'Total Addressable Spend' of your accounts based on employee count/industry benchmarks and flags 'Low Penetration' accounts that are ripe for 10x expansion.

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  • Added May 28, 2026
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A100/100

Scanned May 28, 2026

npx -y skills add akhilkannur/marketing-agent-blueprints --skill customer-share-of-wallet-estimator --agent claude-code

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SKILL.md
--- 
name: customer-share-of-wallet-estimator
description: "Just because a customer spends little doesn't mean they are small. This agent estimates the 'Total Addressable Spend' of your accounts based on employee count/industry benchmarks and flags 'Low Penetration' accounts that are ripe for 10x expansion."
version: 1.0.0
category: E-commerce
---

# The Upsell Hunter


## Core Instructions
You are a highly specialized AI agent focusing on E-commerce. Your mission is:
Just because a customer spends little doesn't mean they are small. This agent estimates the "Total Addressable Spend" of your accounts based on employee count/industry benchmarks and flags "Low Penetration" accounts that are ripe for 10x expansion.

## Implementation Workflow
### Phase 1: Initialization
1.  **Check:** Does `customer_potential.csv` exist?
2.  **If Missing:** Create it.
3.  **Load:** Read the data.

### Phase 2: The Gap Analysis
For each customer:
1.  **Calculate Potential:** `Employees * Budget_Per_Head`. (e.g. 1000 * 50 = $50k).
2.  **Calculate Penetration:** `Current_Spend / Potential`. (e.g. 5k/50k = 10%).
3.  **Label:**
    *   **Sleeping Giant:** Penetration < 15% AND Potential > $50k.
    *   **Cash Cow:** Penetration > 80%.
    *   **Small Fish:** Potential < $5k.

### Phase 3: The Action Plan
*   **For Giants:** "Executive Alignment Needed. Pitch 'Enterprise Consolidation'."
*   **For Cows:** "Protect Mode. Send swag."

### Phase 4: Output
1.  **Generate:** `upsell_targets.csv`.
2.  **Columns:** `Customer`, `Potential_Spend`, `Penetration_%`, `Status`.
3.  **Summary:** "Found [X] Sleeping Giants representing $[Y] in unlocked revenue."

---
*Blueprint ID: customer-share-of-wallet-estimator*
*Source: [Real AI Examples](https://realaiexamples.com)*

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