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Customer expansion playbook v1.0.0

Use this resource to design an expansion playbook for existing customers

New

  • 540 downloads
  • 206 likes
  • 219 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install customer-expansion-playbook

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 checks that customers are ready, maps the expansion levers, defines the triggers, and writes the conversation guides and email templates. You get a complete expansion playbook.

Mostly picked by

Updated November 2, 2026

Card for the “Customer expansion playbook” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: prerequisites, levers and expansion triggers
  • SKILL.md: conversation guides and email templates

Good fit for

  • You want to grow revenue from existing customers
  • Your customers use the product but do not upgrade their plan

Not for

    Tags

    • expansion
    • upsell
    • revenue
    • customers

    About

    You say

    “Design an expansion plan for our SaaS customers who hit their seat limit.”

    Card for the “Customer expansion playbook” skill

    Skill published by tonone-ai <hello@tonone.ai> under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to design an expansion playbook for existing customers
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md5.5 KB

    Origin and licence

    Listed unmodified

    Author
    tonone-ai <hello@tonone.ai>
    Source
    github.com/jeremylongshore/tons-of-skills-marketplace/tree/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/ai-agency/tonone/skills/keep-expand
    Licence
    MIT

    Notice

    « keep-expand » (tonone-ai <hello@tonone.ai>, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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