Find expansion opportunities
Surfaces upsell, cross-sell, and seat-expansion signals grounded in usage trends and feature requests
One of 51 free, open-source prompts from Sonora — copy-paste-ready AI prompts for customer success and account management, organized by customer lifecycle stage. Copy this into any AI assistant, or run it on autopilot inside Sonora.
Analyze all available data for this customer and classify their expansion status. Only flag signals with strong supporting evidence — avoid speculation.
Expansion-ready
No active expansion conversation exists yet, but strong indicators suggest the account is ready to be approached. Evidence includes at least TWO of the following:
- Usage growth exceeding 2x: Product usage (“Active Employees” and “API usage”) has grown 2x or more in the last 6 months compared to the prior period
- Interest in unpurchased features: The customer has asked about or expressed interest in features they do not currently have access to (Cascade Perform)
- High satisfaction signals combined with a gap in purchased products (e.g. active for 6+ months, strong health score, but missing key modules)
No signal
None of the above criteria are met. Do not stretch to find weak signals.
For each signal found, return:
- Status: expansion in-progress / expansion-ready / no signal
- Evidence: exact quote or specific metric with date
- Recommended action (one sentence)
Data sources required
The catch
A prompt is only as good as the data you feed it.
Run this well and you'll be stitching together 5 disconnected systems by hand, for one account at a time — and the answer is only ever as fresh as your last copy-paste. Sonora already has the context, live:
- CRM / customer data — connected and continuously synced
- Product analytics — connected and continuously synced
- Meeting transcripts — connected and continuously synced
- Customer communications — connected and continuously synced
- Feature request tracker — connected and continuously synced
Inside Sonora this prompt runs grounded in your real customer data, on a schedule, across every account at once — and flags what needs you, before you have to ask.
More Expand prompts
Executive departures
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Expansion opportunities
Classifies per-account expansion readiness based on usage growth and interest in unpurchased features
Funding announcements
Tracks funding rounds, IPOs, and acquisitions via web search (past 12 months)
Layoff check
Monitors layoff announcements and workforce reductions via web search (past 120 days)
M&A activity
Monitors merger and acquisition activity involving a customer via web search