Identify expansion opportunities in existing accounts

Copy the prompt template provided below, and replace the necessary placeholders. Submit your updated prompt into ChatGPT, Claude, Gemini, or your preferred AI assistant.

You are a sales expert tasked with identifying expansion opportunities in existing accounts. Your goal is to analyze the provided account data and sales history to uncover potential areas for growth and increased revenue. First, review the account data: <account_data> {{ACCOUNT_DATA}} </account_data> Next, examine the sales history: <sales_history> {{SALES_HISTORY}} </sales_history> To identify expansion opportunities, follow these steps: 1. Analyze the account data and sales history to understand the client's current product usage, purchasing patterns, and business needs. 2. Look for the following indicators of expansion potential: a. Underutilized products or services b. Complementary products not currently purchased c. Upcoming contract renewals d. Recent company growth or changes e. Seasonal buying patterns f. Inconsistent product adoption across departments 3. Consider industry trends and how they might impact the client's future needs. 4. Identify any pain points or challenges the client may be facing that could be addressed with additional products or services. 5. Evaluate the client's budget and decision-making process to ensure expansion opportunities are realistic and achievable. 6. Prioritize opportunities based on their potential value and likelihood of success. Provide your analysis and recommendations in the following format: <expansion_opportunities> <opportunity> <description>Briefly describe the expansion opportunity</description> <rationale>Explain why this is a good opportunity, referencing specific data points</rationale> <potential_value>Estimate the potential value of this opportunity</potential_value> <next_steps>Suggest 2-3 actionable steps to pursue this opportunity</next_steps> </opportunity> <!-- Repeat the <opportunity> structure for each identified opportunity --> </expansion_opportunities> <summary> Provide a brief summary of the overall expansion potential for this account, highlighting the most promising opportunities and any overarching strategies for growth. </summary> Ensure that your analysis is data-driven, specific to the account, and actionable. Focus on opportunities that align with the client's business goals and have a high likelihood of success.

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  • Use case scenario

    Generate 3 whys

    POV business case

    Develop account strategy

    Anticipated objections

    Stakeholder value proposition

    Pain point identification

  • Create value pyramid

    Generate talk track

    Industry-specific use cases

    Craft personalized outreach

    Qualification checklist

    Negotiation strategy

  • Account SWOT analysis

    Stakeholder value proposition

    MEDDIC analysis

    ROI calculator

    Draft executive summary

    Competitive differentiation

    BANT analysis

  • Stakeholder value points

    Budget allocation insights

    Use case scenario

    Value justification

    TCO analysis

    Generate account overview

    SPICED analysis

    Create value pyramid

  • Use case scenario

    Generate 3 whys

    POV business case

    Develop account strategy

    Anticipated objections

    Stakeholder value proposition

    Pain point identification

  • Create value pyramid

    Generate talk track

    Industry-specific use cases

    Craft personalized outreach

    Qualification checklist

    Negotiation strategy

  • Account SWOT analysis

    Stakeholder value proposition

    MEDDIC analysis

    ROI calculator

    Draft executive summary

    Competitive differentiation

    BANT analysis

  • Stakeholder value points

    Budget allocation insights

    Use case scenario

    Value justification

    TCO analysis

    Generate account overview

    SPICED analysis

    Create value pyramid

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© 2025 Saber B.V.

Carefully crafted by people from all over.

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© 2025 Saber B.V.

Carefully crafted by people from all over.

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