Prioritising the expansion pipeline
Ranks accounts by estimated expansion revenue and confidence, helping sales teams focus attention on opportunities supported by usage and licence evidence.
— Sales & Growth
Expansion & upsell propensity engine
Computes seat utilisation and module adoption per account to score expansion ARR, then writes the AE brief with the motion and talking points for each opportunity.
- Sales & Growth
- Traceable reasoning
- Runs anywhere
2–3 weeks → ~40 minutes
For a full population, not a sample
No coding required
- Input
- Account usage and licence data
- Output
- Ranked account expansion opportunity list
- Runs in
- Skillsize · ChatGPT · Claude · Copilot
- Export
- SKILL.md · MCP
- Time saved
- ~2–3 weeks per run
— USE CASES
What people use Expansion & upsell propensity engine for
Spotting seat growth potential
Highlights accounts with seat utilisation above a defined threshold and assesses the potential for additional licences. Distinguishes capacity pressure from unused entitlement.
Assessing adjacent module opportunities
Examines module ownership and adoption for relevant expansion possibilities. Gives account teams a proposed sales approach and talking points grounded in the account's current position.
Preparing renewal account conversations
Brings renewal timing together with expansion evidence in an account-specific brief. Helps account executives frame growth discussions around identifiable needs rather than a generic upsell.
What it works from
- Account usage and licence data
- Current annual recurring revenue by account
- Licensed and active seat counts
- Owned and available modules, with adoption data where available organisersS
What you get back
- Ranked account expansion opportunity list
- Seat utilisation assessment and threshold-based account shortlist
- Adjacent module expansion assessment
- Estimated additional annual recurring revenue by account and in aggregate organisS
— HOW IT BEHAVES
How Expansion & upsell propensity engine produces its result
The mechanics behind this specific template — what it reads, what it calculates, and where a human stays in the loop.
Every row of the pipeline in scope
Each row of your export is processed on the same basis, so no account is skipped however long the table is.
The pattern charted
Movement across the pipeline in scope is visualised from the computed data, so the trend is legible at a glance.
Composed as work product
Findings on the pipeline in scope are written up as a document that reads like professional output, with each claim tied back to a account.
Each account enriched in place
Derived columns are added row by row, keeping your source data and the judgement about each account side by side.
Roll-up alongside account-level detail
Detail rows are summarised into the grouped view of the pipeline in scope without losing the underlying accounts.
Why this is expensive by hand
Expansion planning often relies on scattered usage signals and account judgement, making it difficult to distinguish credible opportunities from optimistic assumptions. Prioritising the expansion pipeline is the typical trigger — ranks accounts by estimated expansion revenue and confidence, helping sales teams focus attention on opportunities supported by usage and licence evidence. Done properly it is defensible; done at pace it becomes a judgement call nobody can retrace. And "properly" usually means 2–3 weeks of manual work.
How this Skill produces it
Skillsize turns that work into a Skill: you supply the material, and what comes back is ranked account expansion opportunity list, with seat utilisation assessment and threshold-based account shortlist. The criteria, ordering and review points that make the answer trustworthy are encoded in the Skill itself — which is the difference between a structured method and a prompt someone pastes in. The practical effect: 2–3 weeks of manual work becomes a ~40 minutes run, held to an identical standard on the tenth engagement as on the first.
Who it's for
- Revenue and commercial leaders
- Sales operations and enablement teams
- Customer success and account management leads
- Consultants advising on go-to-market
Run it in Skillsize — or export it anywhere
Expansion & upsell propensity engine exports as a structured SKILL.md file and is MCP-ready, so the same method runs in ChatGPT, Claude, Copilot or your own AI products. Adapt it to your methodology, and the intelligence stays yours — not locked to one vendor.
ChatGPTClaudeCopilotAI Products (MCP)
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