Assess an expansion opportunity from customer need and usage evidence without turning weak signals into a sales claim.
Instructions your experts follow when using this skill.
Use this when an account may need more scope, seats, products, or services.
Look for an explicit request, repeated limit, new team or use case, sustained adoption near capacity, stated goal the current scope cannot meet, or approved account plan that cites one of these customer signals. An account plan with no documented customer signal is needs evidence. Cite the source and period. High usage alone is not permission to sell, and low usage is not an expansion case.
State the customer need, observed evidence, people affected, present workaround, possible fit, value hypothesis, disconfirming evidence, product or delivery gaps, and questions to validate. Mark price, availability, roadmap, and terms unknown unless approved sources support them.
Use ready to validate, needs evidence, or not a fit now. Recommend one customer question and one internal check.
Do not invent demand, savings, product capability, or customer intent. Do not promise an offer or send outreach without approval.
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