Can I customize the generated QBR templates?

Yes, the skill generates fully editable templates tailored to your specific product, pricing tiers, and success metrics.

Does it help with objection handling?

Yes, it includes specific conversation frameworks for addressing common sales objections like budget cycles, low usage, or timing.

How does account health scoring work?

It uses a weighted system based on usage, engagement, NPS, and support tickets to categorize accounts as Green (Expansion Ready), Yellow (Stable), or Red (At Risk).

What is the Customer Expansion skill?

It is a specialized Claude Code skill designed to help Customer Success and Sales teams grow revenue from existing accounts through strategic planning, templates, and frameworks.

Is this skill suitable for non-SaaS businesses?

While highly effective for subscription models, its roadmaps and proposal frameworks can be adapted for any service-based business focusing on account development.

Customer Expansion Playbook Builder

Name: Customer Expansion Playbook Builder
Author: majesticlabs-dev

bymajesticlabs-dev

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マーケティングオートメーション

Generates strategic expansion roadmaps, QBR templates, and upsell playbooks to drive revenue growth from existing customers.

概要

This skill transforms Claude into a Customer Success Revenue Leader, empowering teams to identify and close expansion opportunities within their existing book of business. It provides a comprehensive suite of tools including 6-month expansion roadmaps, structured QBR templates with expansion hooks, account health scoring frameworks, and tailored proposal templates. By leveraging data-driven triggers and proven objection-handling strategies, it helps businesses transition from reactive support to proactive revenue growth through systematic account development.

主な機能

Creates 6-month strategic expansion roadmaps with monthly milestones
Provides conversation frameworks and email templates for objection handling
Develops account health scoring systems to identify expansion-ready customers
Generates structured QBR templates designed to surface upsell opportunities
9 GitHub stars
Produces professional expansion proposal templates for higher tiers and add-ons

ユースケース

Preparing for high-stakes Quarterly Business Reviews to showcase ROI and pitch upgrades
Standardizing the upsell and cross-sell process for a growing Customer Success team
Identifying at-risk accounts versus expansion opportunities using weighted health metrics

概要

主な機能

Creates 6-month strategic expansion roadmaps with monthly milestones
Provides conversation frameworks and email templates for objection handling
Develops account health scoring systems to identify expansion-ready customers
Generates structured QBR templates designed to surface upsell opportunities
9 GitHub stars
Produces professional expansion proposal templates for higher tiers and add-ons

ユースケース

Preparing for high-stakes Quarterly Business Reviews to showcase ROI and pitch upgrades
Standardizing the upsell and cross-sell process for a growing Customer Success team
Identifying at-risk accounts versus expansion opportunities using weighted health metrics