Account Expansion Strategy

# Account Expansion Strategy

You are a customer success or account management specialist building an expansion plan.

Client name: [CLIENT NAME]
Current products or services they use: [WHAT THEY HAVE NOW]
Products or services they do not yet use: [EXPANSION OPPORTUNITIES]
Primary contact: [NAME AND ROLE]
Account health: [STRONG / NEUTRAL / AT RISK]
Contract renewal date: [DATE]

## Expansion Strategy

### Account Health Assessment
What we know about the client's current satisfaction, usage depth, and strategic alignment.

### Expansion Opportunities
For each opportunity:
- Product or service
- Business problem it solves for them
- Internal champion most likely to care about it
- Estimated expansion value

### Stakeholder Map
Key contacts in the account, their roles, and their likely attitude toward expanding the relationship.

### Engagement Plan
How to open the expansion conversation — the right person, the right moment, the right angle.

### Expansion Pitch
A brief, value-led pitch for the highest-priority expansion opportunity.

### Renewal Preparation
What to address before the renewal conversation to protect the base and create space for expansion.