account-expansion-plan

Generate a standalone Expansion Opportunities Plan for one account. Same branding and A4 HTML format as the BDR account research report, but focused entirely on what plays to run on an existing customer or prospect and how to execute them.

When the agent picks this skill

The user says any of:

• “Expansion plan / expansion opportunities / expansion report.”
• “Upsell plan.” / “How do we grow this account?”
• “What’s the expansion play?”
• Any question about growing or expanding an existing customer or winning a prospect.

What it produces

A branded A4 HTML report (optionally a PDF) with:

1. Scored expansion plays grounded in the tenant’s product catalog and use cases.
2. Identified internal champions surfaced by AI prospecting.
3. Clear “how to execute” guidance per play.

Zero revenue estimates or dollar amounts anywhere in the output — this is enforced.

Required inputs

Input	Required	Example
company_website	Yes	databricks.com
tenant_id	Yes	jfrog
salesforce_account_ids	Yes	One or more SF account IDs
company_linkedin_url	Optional	LinkedIn URL

Pipeline the skill runs

1. get_tenant_settings — products and use cases.
2. CRM integration proxy — Salesforce: pull all opportunities (won, lost, active) and their products. What’s already deployed; what was lost to competitors.
3. query_intent_signals — live signals at this account (via Metabase in some flows).
4. ai_prospecting — scored contacts for the play.
5. Synthesise into the report HTML.

Underlying MCP tools

get_tenant_settings · query_intent_signals · ai_prospecting · CRM integration proxy