Account expansion plan
OfficialOfficial · updated Nov 4, 2026 · v1.0.0
Builds an expansion plan for an existing customer: renewal health, stakeholder map, current use, whitespace, risks, and 90-day plays with owners.
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When to use it
- Quarterly, for your top accounts by revenue
- A few months before a renewal or after a new executive joins the customer
What you give it
- Plan, value, and renewal date
- Known contacts and their stance
- Usage data and recent tickets
What you get
A one-page account plan with a stakeholder table, whitespace with evidence, risks, and 3 to 5 dated plays.
Changelog
- v1.0.0 · Nov 4, 2026 · First release.
Sources
- Account planning deep dive | Topo (2026-11-04)
- Customer Health Score Explained: Metrics, Models & Tools (2026-11-04)
- The data-backed guide to multi-threading and team selling (2026-11-04)
Related skills
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- Churn-risk note for an account Writes a churn-risk note on one account: risk level with evidence, a root-cause hypothesis, a save plan with owners and dates, and what to tell the customer.
- Deal review with MEDDICC or BANT Scores a deal against MEDDICC or BANT from the buyer's own words, lists each gap with a next action, and suggests a forecast category.
- Customer onboarding plan Builds an onboarding plan for a new customer: success criteria in their terms, milestones to first value with owners, a kickoff agenda, cadence, and risks.