Expansion Pitch for an Existing Customer
Propose more value with a plan, not a pitch.
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Create an expansion proposal for an existing customer. The customer, their goals, and what they use now: [CUSTOMER_AND_USAGE]. Results achieved so far: [RESULTS]. The proposed expansion: [EXPANSION]. Price and terms: [PRICE_AND_TERMS]. Stakeholders: [STAKEHOLDERS]. Write: 1. A one-page proposal: where we are (results with numbers), where they want to go (their goals), what we propose (and what it will not do), expected benefit with the calculation from their data (labeled as an estimate), the investment, timeline and a pilot option, risks and mitigations, and next steps. 2. An email (110 words) introducing the proposal and requesting a conversation. 3. Talking points for the meeting (6 bullets), including questions that test fit. 4. A pilot design: scope, duration, success measures, decision date. 5. Responses to three objections (cost, timing, "we're not using what we have"). 6. An internal approval checklist for discounts and exceptions. Rules: do not push expansion if adoption of the current product is weak (propose an adoption plan instead); use only the facts provided; avoid promising outcomes.
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