Sales & Revenue Operations
Expansion Opportunity Identifier
Expansion Opportunity Identifier turns customer success & retention material into an operator-ready artifact with a concrete usage-growth signal map, stakeholder value hypothesis, and expansion motion recommendation. It is built for teams that need a usable draft artifact, not a broad summary with a familiar title. The skill asks for usage, health, support, or renewal data, stakeholder sentiment and success criteria, and risk, expansion, or QBR objective up front, then organizes the output around expansion, opportunity, identifier, customer, and success. It is delivered with adapters for Claude Code, Codex, OpenClaw, and Antigravity so teams can use the same workflow across their preferred agent environment. Expansion Opportunity Identifier is scoped to the Customer Success & Retention workflow and is distinct from adjacent catalog skills by producing this specific deliverable rather than a broad summary.
One-Time Purchase
$19.99
Expansion Opportunity Identifier — Sample Brief
Headline
Builds a customer-success operating brief for expansion opportunity identifier work, turning usage, health, support, or renewal data, stakeholder sentiment and success criteria, and risk, expansion, or QBR objective into usage-growth signal map, stakeholder value hypothesis, and expansion motion recommendation. In this example, Northbeam Analytics needs a reviewer-ready operator-ready artifact built from supplied notes, constraints, and approval context. The output is a concrete operator-ready artifact: source evidence, reviewer checks, and the owner decision that determines whether the work is ready.
Evidence Packet
| Input | Example | Status |
|---|---|---|
| usage, health, support, or renewal data | Northbeam Analytics needs a reviewer-ready operator-ready artifact built from supplied notes, constraints, and approval context. | Provided |
| stakeholder sentiment and success criteria | Three representative examples from the current workflow | Reviewed |
| risk, expansion, or QBR objective | Approval threshold and final reviewer | Confirm |
| CS owner and account motion | Customer Success & Retention owner and downstream audience | Ready |
Expansion Evidence Model
| Field | What must be captured | Review consequence |
|---|---|---|
| Expansion signal | Separate account signal, stakeholder evidence, commercial risk, value hypothesis, and next sales or CS motion. | Treat as draft until usage-growth signal map is source-backed. |
| Usage Growth Signal Map | Do not invent usage, ARR, sentiment, stage, or close-date facts. | Escalate when expansion evidence is missing or contradicted. |
| Stakeholder Value Hypothesis | Name the manager or account-owner decision created by the output. | Reviewer resolves expansion motion recommendation before final use. |
Expansion Acceptance Checks
| Check | Required evidence | Review action |
|---|---|---|
| Expansion depth | Separate account signal, stakeholder evidence, commercial risk, value hypothesis, and next sales or CS motion. | Keep, revise, or ask a targeted follow-up |
| Opportunity boundary | Do not invent usage, ARR, sentiment, stage, or close-date facts. | Confirm this is not a renamed adjacent bundle skill |
| Identifier handoff | Name the manager or account-owner decision created by the output. | Assign the owner decision before final use |
Expansion Opportunity Identifier Work Map
Expansion Opportunity Identifier focus areas
Draft Operator Ready Artifact
| Expansion signal | Usage Growth Signal Map | Stakeholder Value Hypothesis | Expansion Motion Recommendation | Opportunity decision |
|---|---|---|---|---|
| Expansion | usage-growth signal map | stakeholder value hypothesis | expansion motion recommendation | Keep if source-backed |
| Opportunity | usage-growth signal map | stakeholder value hypothesis | Expansion evidence is missing or contradicted. | Revise missing evidence |
| Identifier | Separate account signal, stakeholder evidence, commercial risk, value hypothesis, and next sales or CS motion. | Do not invent usage, ARR, sentiment, stage, or close-date facts. | expansion motion recommendation | Assign owner decision |
Use now
Expansion Opportunity Identifier
Best when customer success & retention work needs a concrete operator-ready artifact.
Hold back
Missing evidence
Best deferred when a key input would change the artifact.
Reviewer note
The output is structured so an operator can validate the draft, edit the artifact, and hand it to the next owner without re-reading the entire packet. The final answer should label unknowns plainly and avoid inventing metrics, policies, quotes, or commitments.
This sample illustrates the skill's output format. Companies referenced are fictional and used recurringly across sample outputs.
View full sample →
All sales final. No refunds on digital products.
Includes support for Claude Code, Codex, OpenClaw, and Google Antigravity in the same license.
Also in Customer Success & Retention
Bundle price: $55. Compare this skill with the full workflow bundle or Pro access.
Best for
Customer-success and account teams scanning the book for expansion signals — usage growth, stakeholder change, and a value hypothesis per opportunity. Most useful when expansion is a target but no one has time to comb every account for the signal.
Not ideal for
Net-new lead generation, and accounts at churn risk where the play is retention, not expansion. The signal map is a draft to prioritize — the rep validates the opportunity before working it.
Included in this purchase
- Claude Code, Codex, OpenClaw, and Google Antigravity skill files.
- Setup guidance for the right adapter in your workspace.
- One-time license for the purchased skill version.
Setup
Plan for a short copy-and-configure setup in your preferred agent workspace. No custom integration is required for the skill file itself.
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Future Updates
This purchase includes the current version of the skill. If you want future adapter updates — meaning compatibility and packaging updates as supported platforms evolve — plus new catalog additions included automatically, upgrade to Pro.