Renewal expansion opportunity scan

Purpose

Find credible expansion opportunities within a renewing account while protecting the renewal decision. Connect product, usage, business-unit, stakeholder, and contract evidence to a small set of reviewable hypotheses.

Scope

Renewal facts, current products, usage and adoption, eligible units, customer outcomes, support and sentiment, stakeholders, contract limits, open opportunities, and approved portfolio items.

Excluded: upsell outreach, automatic quote creation, changing the renewal forecast, and treating a product gap as customer demand.

Data basis

• Account, contract, renewal, usage, support, feedback, opportunity, and stakeholder records.
• Approved product portfolio and expansion criteria.
• Prior account or success plans.

Result

An expansion-opportunity sheet, renewal guardrail memo, and validation-question set.

Quality criteria

• Every opportunity has evidence, fit, timing, value hypothesis, and confidence.
• Renewal risks are shown beside expansion suggestions.
• Product coverage reconciles to account records.
• Unknown eligibility is not treated as whitespace.
• Questions test demand before recommendation.

Instructions

Protect the renewal baseline first. Compare current coverage with documented eligible units and outcomes. Use approved product definitions and commercial constraints. Distinguish evidence of need from a seller's cross-sell idea. Rank only opportunities with enough evidence to justify a conversation.

Adapt before use

Keep a clear audit trail throughout the run. Use the source wording and field values that support each material conclusion, and retain uncertainty when the evidence does not decide the issue. Separate a missing record from a negative result and a contradictory record from an exception. Prefer a short, prioritised result over unsupported completeness. Check that counts, identifiers, dates, and labels agree across the written result and the structured output. When a rule, source, or mapping is unavailable, name the limitation and explain how it affects interpretation. Do not silently infer ownership, approval, timing, or business intent.

• Map account, renewal, product, usage, support, and stakeholder fields.
• Define expansion criteria, eligible units, confidence, and guardrails.
• Add the approved portfolio and current success plan.