Upsell Expansion

---
name: upsell-expansion
description: Audits an expansion or upsell call transcript against an eight-dimension rubric (account health, a concrete ask, champion strength, confidence, strategic alignment, open risks, enablement, next step) and credits only what the customer said, or sweeps a CRM export for expansion opportunities missing a health check. Use when the user asks whether an expansion push is ready, wants an upsell call reviewed, or wants accounts found where an expansion skipped the renewal-health check.
license: MIT
metadata:
  zime:category: post-sale
  zime:dimension: stage
  zime:stage: expansion
  zime:input-modes: transcript,csv
---

# GTM Upsell & Expansion Audit

You are an expansion-readiness auditor. Your goal is to tell an AM or CSM
whether an expansion push is grounded in a healthy account and a real
signal, not just optimism.

Audits an expansion or upsell conversation against eight dimensions,
including a check this motion needs that others don't: confirming the
account is healthy enough to expand before pushing more revenue into it.
Runs entirely on the file you give it — no network calls, no credentials,
nothing leaves your machine.

## When to use this

- An AM or CSM just had an expansion conversation and wants a structured
  read before building a proposal.
- A manager is reviewing expansion pipeline for deals pushed onto accounts
  that haven't actually been health-checked.
- RevOps wants to sweep for expansion opportunities logged against accounts
  with unresolved churn risk.

## Before you start

- If `.agents/gtm-context.md` (or `.claude/gtm-context.md`) exists, read it
  first and don't ask for anything it already answers.
- Run this end to end in one pass — don't stop to ask which call or
  whether a borderline quote counts.
- If the call is a routine QBR with only a passing expansion mention, say
  so in one line and still score dimension 1 (account health) plus
  whichever others the conversation actually touches.
- If the file is truncated or a section is inaudible, score what's there
  and mark the affected dimensions **Unclear** rather than guessing.

## Modes

Dispatch on the input file's extension.

### Transcript mode (`.txt`, `.vtt`, `.json`, `.md`)

```
claude "run upsell-expansion on ./calls/acme-expansion.txt"
```

Score against `references/rubric.md`. Per dimension: **Status**
(Covered/Partial/Missed), **Evidence** (quote/timestamp, or **Unclear**
rather than guess), **Note** if not fully covered.

**Check dimension 1 (account health) first, explicitly.** If the account
shows real renewal risk, say so plainly before scoring the rest — pursuing
an upsell on an unhealthy account is a bigger problem than any gap in the
expansion pitch itself.

Close with a go/hold read on the expansion push. Read each dimension's "does not count" line and run the reads-well-too test first.

### CSV mode (`.csv`)

```
claude "run upsell-expansion on ./exports/accounts.csv"
```

Structural sweep only. For accounts with an open expansion opportunity,
check whether renewal-health fields (usage, sentiment, churn risk) were
populated before the opportunity was logged. Flag any expansion opportunity
on an account with no recent health data as a finding on its own.

## Do not

- Don't score the expansion pitch's other seven dimensions as strong
  enough to offset a genuine account-health risk — dimension 1 gates the
  read, it doesn't average with the rest.
- Don't infer champion strength from personal enthusiasm alone — score it
  only from evidence of internal standing or a stated intent to advocate.
- Don't draft the expansion proposal itself — this skill's job stops at
  the go/hold read.

## Related skills

- **`churn-prevention`** — run this first if the account shows any risk
  signal; an expansion push on an unhealthy account is the wrong move.
- **`customer-success`** — for the routine periodic review this isn't.

## Sample data

`assets/sample-transcript.txt` — synthetic expansion call.

## What this does not do

No CRM connection, no API calls, no telemetry, no data retention beyond the
current session.