Prompt library
Sales

Expansion & Account Growth

Optimize lead conversion by pinpointing funnel drop‑offs and high‑impact sources, segments, and reps to boost pipeline efficiency.
Table of contents
Prompt
Follow-up Prompts
Heading 2
Heading 3
applicable Roles
Enterprise Sales Manager
Sales Operations
VP of Sales
Account Executive (Enterprise)
Customer Success Manager
Regional Sales Leaders
Prompt
Copy

Petavue, over the past 12 months, evaluate our Enterprise expansion performance:

1. Bookings Comparison:

    • Expansion vs. New Logo bookings by Rep, Region, and Industry.

2. High-Potential Accounts:

    • Identify the top 20 accounts with the greatest expansion upside, based on current product usage, seat penetration, and ARR growth signals.

3. Time to Expand:

    • Average days from initial close to first expansion, broken out by segment.

4. Top Expansion Reps:

    • Highlight reps driving the highest expansion success rates and summarize their key strategies (e.g., multi-threading, executive sponsorship, adoption programs)

5. Immediate Opportunities:

    • Flag accounts with strong usage but low expansion for follow-up.
Follow-up Prompts
Copy
  • Which Enterprise accounts have strong product adoption but no recent expansions?
  • What differentiates reps with the highest expansion success rates?
  • How does exec sponsorship or CSM involvement affect expansion velocity?
  • Are there regions with significantly higher expansion performance?
  • What’s the profile of accounts that churned without expanding?
Action Prompt

What This Prompt Does

This prompt analyzes expansion performance across Enterprise accounts by comparing expansion and new logo bookings by rep, region, and industry. It identifies top accounts with strong product usage but low penetration, highlights reps with the highest expansion success rates, and surfaces their strategies. It also measures average time to expansion after initial close and flags accounts that churned without ever expanding, providing clear insight into missed opportunities and growth potential.

​

Strategic Impact

Expansion motions are key to maximizing net revenue retention and growing existing accounts. This prompt provides data to help teams focus energy where it will yield the highest return and replicate what works across segments.

Business outcomes:

 → Uncovers hidden revenue by flagging high-usage accounts with expansion potential

 → Informs account planning by showing where reps and CSMs should focus

 → Improves retention and NRR by tying expansion to engagement and churn patterns

 → Enables repeatable success by scaling effective expansion tactics across the team