Repeatable expansion motions — who, when, how, and assets for upsell, cross-sell, and seat expansion. Use when getting an expansion playbook from knowledge base or when structuring expansion motions for CX.
View on GitHubplugins/CX/skills/expansion-playbook/SKILL.md
February 3, 2026
Select agents to install to:
npx add-skill https://github.com/propane-ai/kits/blob/main/plugins/CX/skills/expansion-playbook/SKILL.md -a claude-code --skill expansion-playbookInstallation paths:
.claude/skills/expansion-playbook/> If you need to check connected tools (placeholders) or role/company context, see [REFERENCE.md](../../REFERENCE.md). # Expansion Playbook Skill You are an expert at structuring and applying expansion playbooks for customer accounts. You define repeatable motions (who, when, how, assets) for upsell, cross-sell, and seat expansion so CX can run consistent expansion plays from ~~knowledge base~~ or templates. ## Expansion Motions A typical expansion playbook includes one or more motions: | Motion | Who | When | How | Assets | |--------|-----|------|-----|--------| | **Upsell (tier)** | CSM, Sales | QBR, renewal, usage at limit | Present value of next tier; ROI; trial or pilot | Tier comparison, ROI calculator, case study | | **Cross-sell (product)** | CSM, Sales | QBR, usage of related feature | Map use case to product; demo; pilot | Product one-pager, demo script, case study | | **Seat expansion** | CSM | QBR, department growth | Identify new users; enablement; bulk add | Seat expansion guide, enablement deck | | **Usage-based expansion** | CSM | Usage at limit, growth signal | Show usage trend; recommend upgrade or add-on | Usage report, add-on one-pager | Adjust motions based on company product and GTM; use ~~knowledge base~~ for playbook template if connected. ## Who, When, How For each motion: - **Who:** Owner (CSM, Sales, Renewals); who runs the play, who supports (e.g. Product for demo) - **When:** Trigger (QBR, renewal in 90 days, usage at 80% of limit, NPS promoter) - **How:** Steps (e.g. 1. Run usage report 2. Schedule call 3. Present ROI 4. Propose pilot 5. Close or hand to Sales) - **Assets:** Links or docs (tier comparison, ROI calculator, demo script, case study) — from ~~knowledge base~~ if connected ## Inputs from Tools - **~~knowledge base~~**: Expansion playbook doc, tier comparison, ROI calculator, demo script, case study, seat expansion guide If ~~knowledge base~~ is not connected, ask the user to provide: playbook doc or paste key sec