Can I use my own internal playbook templates?

Yes, the skill is designed to pull documentation from your connected knowledge base or accept manual inputs to ensure alignment with your specific GTM strategy.

Which teams benefit most from this skill?

It is primarily designed for Customer Success Managers (CSMs), Account Managers, and GTM Operations teams looking to standardize their expansion motions.

What is the CX Expansion Playbook skill?

It is a specialized capability for Claude Code that helps teams define and execute repeatable strategies for increasing customer account value through upsells and seat expansion.

How does it identify expansion opportunities?

The skill uses triggers like usage limits, NPS scores, and renewal timelines defined in your company's playbook or knowledge base to flag growth opportunities.

CX Expansion Playbook

Name: CX Expansion Playbook
Author: propane-ai

bypropane-ai

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生产力与工作流

Standardizes and automates repeatable expansion motions for customer success teams to drive upsells, cross-sells, and seat growth.

The CX Expansion Playbook skill empowers Customer Experience (CX) professionals and Sales teams to systematize their account growth strategies. By defining clear 'who, when, how' frameworks, it helps teams identify critical expansion triggers—such as high usage or upcoming renewals—and suggests specific assets like ROI calculators or demo scripts to execute consistent, high-impact revenue motions. This skill ensures that expansion strategies are data-driven, repeatable, and aligned with your company's specific GTM playbook.

主要功能

01Identifies account triggers like usage limits and renewal dates

02Standardizes upsell, cross-sell, and seat expansion motions

03Defines ownership and step-by-step execution workflows

04Integrates with internal knowledge bases for playbook retrieval

051 GitHub stars

06Generates structured expansion plans including required sales assets

使用场景

01Standardizing the handover process between CSMs and Sales for tiered upgrades

02Automating expansion playbooks based on real-time usage growth signals

03Preparing for Quarterly Business Reviews (QBRs) with data-driven expansion recommendations

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add propane-ai/kits expansion-playbook

For use in Claude.ai and ChatGPT

Download Skill