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Expansion Opportunity Research

Identify expansion signals from customer communications.

The prompt
Search for signals of expansion opportunity with [Customer Name]:
- New use cases mentioned
- Additional departments discussed
- Pain points that our other products solve
- Budget cycle mentions
- Growth indicators
- Champion referrals to other teams

Compile as expansion opportunity brief.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Customer Success Manager, Account Manager, Account Executive

More for Customer Success & Support

See all 16 prompts

From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.