# 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.

- **Type:** Skill
- **Install:** `agentstack add skill-zime-ai-zime-gtm-skills-upsell-expansion`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [zime-ai](https://agentstack.voostack.com/s/zime-ai)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [zime-ai](https://github.com/zime-ai)
- **Source:** https://github.com/zime-ai/zime-gtm-skills/tree/main/skills/upsell-expansion
- **Website:** https://zime.ai

## Install

```sh
agentstack add skill-zime-ai-zime-gtm-skills-upsell-expansion
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## 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](https://github.com/zime-ai)
- **Source:** [zime-ai/zime-gtm-skills](https://github.com/zime-ai/zime-gtm-skills)
- **License:** MIT
- **Homepage:** https://zime.ai

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-zime-ai-zime-gtm-skills-upsell-expansion
- Seller: https://agentstack.voostack.com/s/zime-ai
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.