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Account expansion whitespace v1.0.0

Use this resource to find upsell opportunities in your customer accounts

New

  • 552 downloads
  • 204 likes
  • 117 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install account-expansion-whitespace

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent works out, for one account or a whole book, what the customer has already bought, then builds a grid of what they could buy across four dimensions: products, teams, geography and volume. Every play must rest on at least one piece of evidence. It ranks the plays, proposes a first move for each and can prepare the opportunity records.

Mostly picked by

Updated November 2, 2026

Skill card: grid of what a customer owns and could buy, with evidence and ranked plays.

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: the five-step method, from grounding to the final output
  • The owned versus possible grid, with evidence for each row
  • Ranked plays with range, way in and first move, plus a parking lot for items without evidence

Good fit for

  • You want to know where to grow an existing customer
  • You manage a book of accounts and look for the ones to grow
  • You are preparing an account review with sourced arguments

Not for

  • Finding new prospects
  • Working with no customer data at all, no export and no notes
  • Inventing contract sizes or needs without evidence

Tags

  • sales
  • upsell
  • crm
  • accounts
  • expansion

About

You say

"Here is my customer and purchase export. Where can I expand the Dupont account, and what are the three best plays?"

Skill card: grid of what a customer owns and could buy, with evidence and ranked plays.

Skill published by Anthropic under the Apache-2.0 license.

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Prerequisites

You bring
An export of your customers and their purchases, or access to your CRM and Your product or offer list and typical deal sizes

How to use it

  1. Attach the customer and purchase export, plus your call notes if you have them.
  2. Name the account or segment to analyze and list your catalog.
  3. Review the grid and ranked plays, then pick the ones to pursue.

Content preview

Files

  • LICENSE11.5 KB
  • NOTICE-PALATEKIT.md0.4 KB
  • SKILL.md9.6 KB

Origin and licence

Modified by PalateKit

Author
Anthropic
Source
github.com/anthropics/knowledge-work-plugins/tree/2574e29377c7173d0cecffef29a6ecbd7f8ccb5d/sales/skills/expansion-whitespace
Licence
Apache-2.0

Notice

Version modifiée de « expansion-whitespace » (Anthropic, Apache-2.0) : traduction française et fiche par PalateKit.

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Frequently asked questions

Do I need a connected CRM?

No. Uploaded or pasted files are enough: the skill then runs in files mode and gives you an opportunity creation checklist to apply yourself. A CRM, email and transcripts are only extra sources.

It mentions stakeholder-map. Is that a dependency?

No, it is a passing mention for checking who you know in the account. Without that skill, simply tell the agent your contacts.