Upsell & Cross-Sell Opportunity Finder

The problem this kills

You know there's money sitting in your customer base. Customers who own one product but not the obvious companion. Accounts bumping against their plan limits month after month. Teams that quietly doubled their seats or opened a second location and never got a conversation about it. The expansion is right there - but nobody can see it across hundreds of accounts, so it never turns into pipeline.

So expansion becomes guesswork. The loudest account manager chases the same three logos. The quiet whitespace - the customer who would say yes if anyone asked - goes untouched. Renewal time arrives and you realize you left real revenue on the table, again.

This tool turns "I think there's upside in the base" into a concrete, ranked, per-owner target list - with a reason attached to every single suggestion.

What you'll build

A private web app, just for your team, that:

• Imports your accounts (with the products and plans they already own and their recent usage), your product catalog (with the cross-sell and upsell relationships that make sense for your business), and your expansion-signal rules.
• Detects opportunities automatically: whitespace (products an account doesn't own yet), usage creeping toward plan limits, growth in seats or locations, and "lookalike" patterns where a customer resembles your bigger accounts.
• Ranks every opportunity by fit and likely value, and writes a plain-language reason for each one - so the owner knows why it surfaced.
• Routes each suggestion to the right account owner, who reviews it and either accepts it or dismisses it with a reason. Nothing hits your pipeline without that human yes.
• Exports the accepted opportunities as a clean CSV in the exact columns your CRM expects - plus a short "play" for each one telling the owner how to open the conversation.

What's inside the Implementation Plan

The plan is a single markdown file you paste into Claude Code (a free AI coding assistant). The AI does the building; you steer.

It opens by interviewing you about your business. This is the part that makes the tool yours and not a generic template. Before it writes a line of code, the AI asks about your products and which ones genuinely pair together, what an "expansion signal" means in your world, how your accounts and SKUs are named, your typical and peak data volumes, who owns which accounts, and the messy exceptions (the account that owns everything, the reseller, the usage spike that's just a data glitch). It reads back a short tailored spec, you give a thumbs-up, and then it builds - shaping the data model, the signal rules, and every later step around your answers.

From there the plan walks you, one copy-paste prompt at a time, through:

• Standing up the app, database, login, and security
• The importers for accounts, catalog, and rules - matched to your real field names
• The opportunity detection engine (whitespace + signals), with the "don't suggest what they already own" guard baked in
• Ranking by fit and value, with a human-readable reason on each opportunity
• The owner review queue (accept / dismiss-with-reason)
• The CSV export and per-opportunity play
• A verification checklist so you know it actually works

The governance it includes (this is the point)

This isn't a spreadsheet macro. The plan builds in the controls that make a tool safe to use on real customer data and real pipeline:

• Login so only your team can open it.
• Row-level security so each account owner sees their own accounts and opportunities - not the whole company's book.
• A complete audit trail: who accepted or dismissed what, when, and why.
• A hard human-in-the-loop gate: the AI only ever drafts opportunities. A person reviews and approves before anything is exported to your CRM. The machine never creates pipeline on its own.
• Duplicate guards: the dedupe key is account + product, so the same expansion can't be suggested twice and you'll never have two open expansion opportunities for the same account and product.

Who it's for

Account managers and sales leaders who know there's money in the base but can't see where it is. If you're running expansion off gut feel and a quarterly spreadsheet scramble, this gives you a repeatable, reviewable engine instead - one that explains itself and keeps a human in charge.

You've got this. Paste the first prompt and let the interview tailor the rest to your business.