Retention & expansion
Find expansion opportunities
Explore where a customer could gain more value, and whether the timing is right.
Copies a prompt for your AI assistant
Start wherever you are
Bring a customer request, a pattern you've noticed, or an idea to explore. Your agent helps you assess the need and readiness.
Start with your AI assistant. Connect tools when needed.
Fictional example
Studio North's first team says the handover briefs are useful. I wonder whether we should suggest expanding.
Has another team described a need this could help with?
Their strategy team asked whether it could help when work moves to design, but we haven't explored that workflow yet.
One possible opportunity review after separating customer need from an expansion assumption
Possible next use · discovery still needed
Explore the strategy-to-design handover.
A second team has raised a related need. Learn whether the same approach would help before proposing a wider rollout.
- Customer need to explore
- The strategy team wants to understand whether handover briefs could help transfer work to design.
- Why it may be relevant
- The first team reports useful handovers, and the second team's question identifies a specific adjacent workflow.
- Draft discovery question
- When strategy hands work to design, what information is hardest to carry across, and what would a better handover make possible?
What we know
In this fictional example, one team reports value and another team has asked about a related use.
Still to learn
The second team's problem, fit, urgency, desired outcome, stakeholders, capacity, and commercial readiness. Interest is not a buying decision.
A next step to explore
Ask whether the strategy team would find a short workflow discussion useful, then decide together whether there is a meaningful next use.
Context & open questions
- Evidence of readiness
- A specific need, a useful outcome, someone willing to explore it, and capacity to try it would support a next step. Confirm these rather than assuming them.
- Reasons to pause
- Unresolved problems with the current use, no clear benefit for the second team, limited capacity, or a low-priority need.
- Commercial boundaries
- No rollout, package, pricing, or purchase has been proposed. Explore fit and readiness before deciding whether a commercial conversation is appropriate.
Fictional example · reusable format
Example working brief
This shows what you can keep. Your agent creates your own brief from your conversation.
- Customer & possible next use
- Fictional customer Studio North may have a useful second application: transferring work from strategy to design.
- Decision & reason
- Explore the team's workflow before proposing expansion. The first team's reported value and the second team's question create a reason to learn, not proof of an opportunity.
- Current opportunity note
- Known need signal: strategy asked whether the tool could help its handover to design. Draft question: 'When strategy hands work to design, what information is hardest to carry across, and what would a better handover make possible?'
- Evidence & unknowns
- One team reports useful briefs; the second team's problem, product fit, urgency, desired outcome, stakeholders, capacity, and commercial readiness are unconfirmed. No usage-based buying prediction has been made.
- Status & pending work
- Exploratory review only. No opportunity record, rollout proposal, quote, customer message, or commercial commitment has been created.
- Next step & readiness
- Ask whether a short workflow discussion would help. If a clear need and readiness emerge, agree a small next step; if not, pause. No owner, date, or budget has been agreed.
- Next coaching question
- What exactly did the strategy team ask, and are there any unresolved issues with the first team's current use?
Check what the customer has said or tried since this brief, reuse the evidence, and help me assess the next useful step without assuming expansion.
Your result will reflect your conversation. Keep it in your assistant or a document you choose.
How the tools fit together
- 01
Customer evidence
Demonstrated value and a specific additional need.
- 02
Your agent
Explore fit, readiness, and uncertainties.
- 03
Next useful step
Learn more, try a small step, propose, or pause.
Choose tools together. Execution depends on the connections and actions available in your assistant.
Read the full guide
Start wherever you are
A customer request, demonstrated value, or an adjacent need can give you something to explore.
Figure it out together
- Understand current value
Review what is useful today and whether any important issues remain unresolved.
- Explore the additional need
Clarify the problem, desired customer outcome, and evidence behind the possible next use.
- Check fit and readiness
Discuss stakeholders, urgency, capacity, and constraints without equating strong usage with buying intent.
- Choose a proportionate next step
Decide whether to learn more, try something small, prepare a proposal, or pause.
Tools and connections
- Your AI assistant
- Coach the opportunity review and distinguish evidence from assumptions.
- Capable, if connected
- Review available account history, customer context, and supported records.
- Customer feedback or product data, if relevant
- Add evidence of value and needs, interpreted alongside the customer's own priorities.
What you’ll keep
A useful result and a copyable working brief with your decisions, reasons, evidence, assumptions, actual status, pending actions, and next question. Bring it back when you’re ready to continue.
A useful first outcome
An opportunity review with a customer outcome, supporting evidence, readiness questions, and a next step that may include pausing.
When to revisit it
When the customer clarifies the need, resolves an issue, gains capacity, or changes priorities.