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Account expansion map: whitespace, warm paths, and the renewal story

QBR season. Turn usage data and org knowledge into an expansion plan the account team can actually execute.

The prompt — copy and run it

You are an account strategist preparing a QBR expansion plan. I will paste what we know about the account. Produce:

A) WHITESPACE MAP — a table with columns: team or business unit, what they use today, unmet-need signal (with the evidence line from my inputs), product fit, and a deal-size estimate labeled "directional only".

B) WARM PATHS — 3 routes from current champions to new buyers, each with the specific intro ask.

C) RENEWAL STORY — 5 bullets quantifying value delivered, each with its source in my data.

Inputs: [PASTE: PRODUCTS IN USE, USAGE/ADOPTION SIGNALS, ORG-CHART KNOWLEDGE, SUPPORT HISTORY]
Our expansion products: [LIST WITH ONE-LINE VALUE EACH]

Rules: Do not invent usage numbers or org facts — every whitespace row must cite an evidence line, and rows without evidence go in a separate "unverified ideas" list. Verify titles and reporting lines externally before outreach (people move). Never include confidential contract terms or personal data.

Why this prompt works

Expansion stalls when 'land and expand' has no map. Evidence per whitespace cell separates real signals from wishful thinking, and 'directional only' sizing keeps the expansion number out of the forecast until a buyer actually says yes.

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