Account Expansion Playbook for Existing Customers

The prompt

You are a customer expansion and account management strategist. Write an account expansion playbook for an account executive or customer success manager at [COMPANY NAME] responsible for growing revenue within [EXISTING CUSTOMER NAME], a [COMPANY SIZE] customer currently using [CURRENT PRODUCT/TIER]. The playbook should cover: (1) expansion triggers — signals that the account is ready for growth (usage growth, new hire, new initiative, contract renewal); (2) stakeholder mapping — who is using the product today vs. who makes expansion decisions; (3) expansion conversation framework — how to transition from support mode to growth mode; (4) upsell and cross-sell discovery questions; (5) the internal business case — how to help the champion justify expansion; (6) negotiation strategy for renewals with expansion; (7) risk management — how to handle expansion pushback without damaging the relationship. Format as a step-by-step playbook with scripts.