Expansion

This Claude prompt extracts every commitment, open question, and next step from a Zoom transcript, validates the prospect's contact via Lusha, checks Gmail for any prior outstanding commitments, and generates a structured follow-up under 200 words with specific sections for what the rep will do, what the prospect committed to, and open questions. Written before the next meeting gets booked. Built on Claude with the Zoom, Lusha, and Gmail connectors.

This Claude prompt searches Jira for any open or recently resolved ticket related to a customer before a renewal or QBR call, checks Gmail to see whether the customer was informed, validates the contact and account signals via Lusha, and returns a GREEN / AMBER / RED risk rating with specific prep guidance. One Atlassian connection covers both Jira and Confluence.

This Claude prompt posts a structured new customer brief to the CS Slack channel the moment a deal closes — validated contacts, what the customer said the problem was — in the customer's own words, every promise made during the sales process, open concerns, and early expansion signals. CS starts the relationship informed, not from scratch. Built on Claude with the Lusha, Gmail, and Slack connectors.

This Claude prompt identifies which customer segment is expanding fastest by cross-referencing your expansion data with verified Lusha firmographic attributes — industry, size band, function headcount, signals. Returns the top attributes correlated with expansion, the fastest-growing sub-segment, and the customers in your base who match the expansion profile but haven't expanded yet. Built on Claude with the Lusha connector and CRM data you paste in.

A Claude prompt for CS and AMs. This play scans your book of business for accounts showing signals that typically precede an expansion conversation — headcount growth in the user team, new hires in functions you don't currently sell into, funding rounds, and exec arrivals that tend to widen vendor scope. Returns a ranked shortlist with the specific signal and a suggested opening for each account. Built on Claude with the Lusha connector.

A Claude prompt that scans an existing customer's recent events and surfaces the structural moments when their budget reopens — post-funding, fiscal year start, new leadership mandate, post-acquisition rationalization. Connect Lusha and run.

A Claude prompt that surfaces the right adjacent-function buyer at your existing customer for a cross-sell — verified contacts at the new function, with a warm-introduction path from your existing champion. Connect Lusha and run.

A Claude prompt that surfaces new buying centers inside an existing customer — new regional offices, new product lines, new business units — with verified contacts in each. Built for CSMs whose customers are expanding faster than the original contract scope.

A Claude prompt that finds the verified replacement contact when your champion leaves the customer — cross-validated against the live contact record, ranked by likelihood of inheriting the scope. Connect Lusha and run.

A Claude prompt that takes one known contact at an existing customer and expands the relationship map to 6-8 verified peers, adjacent function leaders, and executive sponsors. Built for CSMs and AMs running expansion plays.

A Claude Skill for CSMs and AMs that scans your customer book monthly, surfaces the accounts showing expansion or renewal-risk signals, and drafts the outreach for both in one chat. Install in three clicks.

Turn passive account monitoring into active pipeline by automatically detecting headcount growth, revenue increases, and funding rounds via Lusha’s bulk data engine.

Use existing Lusha-enriched contacts in Salesforce to discover and auto-create similar, high-fit contacts—at scale.

Turn your best-fit accounts into a scalable target list using Lusha’s AI-powered company recommendations—automatically.

Turn deal activity into new pipeline by automatically discovering and creating lookalike companies in Pipedrive.

Use existing Lusha contact IDs to discover similar prospects—and automatically add them to HubSpot for immediate activation.

Upload target accounts, enrich them with Lusha, generate lookalike companies, and export a prioritized expansion list automatically.

Turn closed deals into new pipeline by automatically generating and creating lookalike target companies in Pipedrive.

Automatically detect when customer champions change jobs—and trigger the right follow-up at exactly the right moment.

Automatically trigger upsell and expansion workflows when contacts gain seniority or decision-making authority.

Turn your best contacts into a lookalike prospect list. All without any manual "who looks similar?" research or building lists from scratch.