Prioritising an existing account base
Produces a ranked list of accounts by estimated expansion propensity, with the factors behind each assessment. Gives account teams an evidence-led basis for focusing their effort.
— Sales & Growth
Upsell propensity map
Learns from the accounts that have already expanded to rank the rest by upsell potential, shows which usage signals genuinely move expansion, and returns a target list with the play for each tier.
- Sales & Growth
- Traceable reasoning
- Runs anywhere
1–2 weeks → ~15 minutes
For a full population, not a sample
No coding required
- Input
- Account-level purchase history with recorded expansion outcomes
- Output
- Ranked upsell target list with estimated expansion propensity
- Runs in
- Skillsize · ChatGPT · Claude · Copilot
- Export
- SKILL.md · MCP
- Time saved
- ~1–2 weeks per run
— USE CASES
What people use Upsell propensity map for
Finding meaningful expansion signals
Identifies which usage and account characteristics are associated with previous expansion, such as seat utilisation, feature adoption or product ownership. Distinguishes observed patterns from assumptions about buying readiness.
Shaping tiered upsell plans
Groups opportunities into priority tiers with a suggested sales approach for each. Provides a practical basis for tailoring account plans to different levels of expansion potential.
Supporting a growth advisory engagement
Provides a structured assessment of expansion opportunities across a client's account base. Supports recommendations with account-level reasoning and a clear view of the patterns associated with past growth.
What it works from
- Account-level purchase history with recorded expansion outcomes
- Account identifiers, segments and annual recurring revenue
- Product ownership and seat licensing information
- Seat utilisation and feature adoption measures matched to accounts with known expansion outcomes and potential targets
What you get back
- Ranked upsell target list with estimated expansion propensity
- Account-level explanations of the factors behind each assessment
- Analysis of usage and account characteristics associated with expansion
- Priority tiers with suggested sales approaches
— HOW IT BEHAVES
How Upsell propensity map 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.
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.
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
Upsell planning often relies on account size or individual judgement, leaving sales teams with broad target lists and little evidence of readiness to buy. Prioritising an existing account base is the typical trigger — produces a ranked list of accounts by estimated expansion propensity, with the factors behind each assessment. Gives account teams an evidence-led basis for focusing their effort. Done properly it is defensible; done at pace it becomes a judgement call nobody can retrace. And "properly" usually means 1–2 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 upsell target list with estimated expansion propensity, with account-level explanations of the factors behind each assessment. The judgement is built in — how items are broken up, what standard they are held to, and where the run stops for a human review. Net effect: 1–2 weeks down to ~15 minutes, no drift between runs, and every conclusion traceable back to the evidence behind it.
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
Upsell propensity map 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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