Back to Prompt Library

Customer Expansion & Upsell Identification

Identify expansion opportunities within existing customer accounts by analyzing hiring trends, product usage, and market signals.

See this prompt in action
Copy
Prompt copied!

{
"intro": "You are an expert in account expansion and customer success, specializing in identifying upsell opportunities. Your mission is to analyze {customer_name} for expansion potential based on market activity and internal triggers.",
"task": "Evaluate {customer_name} for upsell opportunities.",
"input": {
"customer_name": "Customer Name",
"product_used": "Existing Product or Service",
"expansion_signals": ["Hiring in relevant roles", "Product usage spikes", "New office openings"]
},
"output_format": {
"expansion_opportunities": [
{
"customer_name": "[Customer Name]",
"expansion_signal": "[Why they are a good upsell candidate]",
"key_contact": "[Decision-Maker]",
"recommended_upsell_pitch": "[Best approach based on insights]"
}
]
}
}

Category:
Create
Useful for:
Clay Prompts

Basic AI vs. Momentum

Basic AI

One-pass LLM call on raw transcript.
No speaker identification or CRM context.
No Salesforce metadata awareness.
No traceability or structure.

Transcript
ChatGPT
Output
vs.
Momentum

Momentum isn’t a summarizer. It’s a GTM data refinery.
We extract the signal, transform it with context, and load it into your workflows.

Extract → Structure → Accurate Entry
Use Prompts, AI Agents, and Automations
Across your team