Upsell Expansion
Audits an expansion/upsell call transcript against a rubric covering opportunity clarity, champion strength, renewal health, and strategic alignment, or sweeps a CRM export for expansion opportunities missing a health check. Use when reviewing an upsell or expansion conversation, or checking an account list for expansion pushes that skipped a renewal-health check first.
Install
$ agentstack add skill-zime-ai-zime-gtm-skills-upsell-expansion ✓ scanned · ✓ verified, works with Claude Code, Cursor, and more.
Security review
✓ PassedNo issues found. Passed automated security review. · v0.1.0 How review works →
- ✓ Prompt-injection patterns
- ✓ Secret / credential exfiltration
- ✓ Dangerous shell & filesystem operations
- ✓ Untrusted network calls
- ✓ Known-malicious package signatures
What it can access
- ✓ Network access No
- ✓ Filesystem access No
- ✓ Shell / process execution No
- ✓ Environment & secrets No
- ✓ Dynamic code execution No
From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.
Verified badge
Passed review? Show it. Paste this badge into your README, it links to the public security report.
Links to your public security report.[](https://agentstack.voostack.com/security/report/skill-zime-ai-zime-gtm-skills-upsell-expansion) Reliability & compatibility
Declared compatibility
Compatibility is declared by the source manifest. End-to-end runtime verification is coming, see below.
We're building live execution health for every listing: tool-call success rate, median latency, uptime, and last-checked timestamps, measured, not self-reported. It isn't live yet, so we don't show numbers we can't stand behind.
How agent discovery & health will work →About
GTM Upsell & Expansion Audit
Audits an expansion or upsell conversation against eight dimensions, including a check this motion needs that others don't: confirming the account is healthy enough to expand before pushing more revenue into it. Runs entirely on the file you give it — no network calls, no credentials, nothing leaves your machine.
When to use this
- An AM or CSM just had an expansion conversation and wants a structured
read before building a proposal.
- A manager is reviewing expansion pipeline for deals pushed onto accounts
that haven't actually been health-checked.
- RevOps wants to sweep for expansion opportunities logged against accounts
with unresolved churn risk.
Modes
Dispatch on the input file's extension.
Transcript mode (.txt, .vtt, .json, .md)
claude "run upsell-expansion on ./calls/acme-expansion.txt"Score against references/rubric.md. Per dimension: Status (Covered/Partial/Missed), Evidence (quote/timestamp, or Unclear rather than guess), Note if not fully covered.
Check dimension 1 (account health) first, explicitly. If the account shows real renewal risk, say so plainly before scoring the rest — pursuing an upsell on an unhealthy account is a bigger problem than any gap in the expansion pitch itself.
Close with a go/hold read on the expansion push. Run the reads-well-too check first.
CSV mode (.csv)
claude "run upsell-expansion on ./exports/accounts.csv"Structural sweep only. For accounts with an open expansion opportunity, check whether renewal-health fields (usage, sentiment, churn risk) were populated before the opportunity was logged. Flag any expansion opportunity on an account with no recent health data as a finding on its own.
Sample data
assets/sample-transcript.txt — synthetic expansion call.
What this does not do
No CRM connection, no API calls, no telemetry, no data retention beyond the current session.
Source & license
This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.
- Author: zime-ai
- Source: zime-ai/zime-gtm-skills
- License: MIT
- Homepage: https://zime.ai
Install and usage instructions live in the source repository linked above.
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Versions
- v0.1.0 Imported from the upstream source.