expansion-opportunities

<!-- Generated from `.claude/skills/_available/customer-success/expansion-opportunities/SKILL.md` by `scripts/generate-agents-skills.py`. Do not edit. --> ## When to use Use for a portfolio or named-account review when the requester wants possible upsell, cross-sell, or seat-expansion opportunities grounded in account evidence and a customer-expressed need. Confirm the account scope and review `as-of` date before scanning. Do not use this skill to edit CRM records, create pipeline commitments, contact a customer, quote pricing, promise an expansion, or decide commercial strategy. Not for renewal negotiation or a health-score decision; use renewal-prep or health-score for those jobs. ## Inputs and source discipline 1. Establish account identity, scope, and `as-of` date. Record each source, source date, date checked, unit/currency, and account identifier. Prefer current customer statements and signed entitlements, then CRM/account facts, product telemetry, support records, and dated internal notes. Do not merge conflicting accounts by name alone. 2. Keep four evidence lanes separate: - **account evidence:** observed product, seat, usage, contract, or organizational facts; - **expressed need:** a dated customer request, pain point, or desired outcome, quoted or cited; - **product fit:** a source-backed mapping from that need to an available product capability; - **speculation:** an untested hypothesis, never presented as customer intent. 3. Show potenti...