Analysis / Customer success and renewals
Find expansion conversations supported by usage
Use Proforma to find expansion conversations supported by usage. Get usage-supported expansion shortlist from your business data with this copyable prompt.
Customer success leader · Account manager
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Your starting prompt.
Find accounts where recent usage supports an expansion conversation during [period]. Compare seat consumption and feature use with contracted entitlements, then group evidence by account goal and renewal timing. Produce a prioritized account list with the exact usage trend and questions to validate demand. Treat high utilization as a conversation signal and prepare internal drafts without changing plans, prices or contacting customers.
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Method and review
Keep the assumptions visible.
Bring together contract dates, account ownership and permitted customer evidence. Use observed signals to prepare questions and follow-up, without treating a score as a customer decision.
For this task, check
Entitlement pressure does not establish willingness to buy a larger plan.
This starting prompt has no published worked example yet. Begin with a small sample and check the calculations before relying on the result.
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Work with permitted files or queryable data. Verify the result against the original records.
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Make it your investigation.
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