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Agent skill

Expansion Playbook

by gtmagents in gtmagents/gtm-agents

A skill your agent uses to package upsell, cross-sell, and advocacy motions tied to customer outcomes.

Apache-2.0Auto-check passedSales & Support

Install Expansion Playbook

skills CLI
$ npx skills add gtmagents/gtm-agents --skill expansion-playbook -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install gtmagents/gtm-agents expansion-playbook --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/gtmagents/gtm-agents.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/account-management/skills/expansion-playbook .claude/skills/expansion-playbook && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
expansion-playbook
GitHub stars
414
Used in
1 other repo
Token cost
~318 tokens
SKILL.md length
146 words
Files
1
Skills in repo
121
Repo updated
First seen
Licence
Apache-2.0

At a glance

A skill your agent uses to package upsell, cross-sell, and advocacy motions tied to customer outcomes.

  • Works in 5 steps: Trigger Mapping – link product usage,… → Value Narrative – outline business… → Commercial Guardrails – specify… → …
  • Advocacy motions tied to customer outcomes
  • SKILL.md covers When to Use, Framework, Templates and Tips
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Expansion Playbook is an agent skill from gtmagents/gtm-agents. Use to package upsell, cross-sell, and advocacy motions tied to customer outcomes.

Its SKILL.md is about 320 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Sales & Support. The repository describes itself as: Production-ready collection of GTM agents and specialized skills for claude code. Covers sales, marketing, customer success, and revenue operations workflows. The licence is Apache-2.0.

When your agent uses it

  • Advocacy motions tied to customer outcomes

Example prompts

  • “/expansion-playbook”

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

  1. Trigger Mapping – link product usage, milestone completion, or executive asks to specific plays.
  2. Value Narrative – outline business impact, ROI proof, and reference customers per play.
  3. Commercial Guardrails – specify packaging, pricing, approvals, and compensation cues.
  4. Enablement Kit – include decks, ROI calculators, success stories, and objection handling.
  5. Measurement – track attach rate, win rate, and cycle time for each play.

What it can do on your machine

Read from SKILL.md and the folder at commit 78e0419. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Expansion Playbook loads about 318 tokens when it runs. Until then it costs about 25 tokens; SKILL.md has 146 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~25
When it runs · the whole SKILL.md, loaded when a task matches
~318

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from gtmagents/gtm-agents at commit 78e0419, republished under its Apache-2.0 licence (© gtmagents). 146 words, ~318 tokens.

Download SKILL.mdSave it as .claude/skills/expansion-playbook/SKILL.md (or your agent's skills folder).
name
expansion-playbook
description
Use to package upsell, cross-sell, and advocacy motions tied to customer outcomes.

Expansion Playbook Library Skill

When to Use

  • Preparing QBRs/EBRs where growth plays should be highlighted.
  • Running account reviews to recommend upsell/cross-sell motions.
  • Equipping AEs/CSMs with talk tracks and proof aligned to success milestones.

Framework

  1. Trigger Mapping – link product usage, milestone completion, or executive asks to specific plays.
  2. Value Narrative – outline business impact, ROI proof, and reference customers per play.
  3. Commercial Guardrails – specify packaging, pricing, approvals, and compensation cues.
  4. Enablement Kit – include decks, ROI calculators, success stories, and objection handling.
  5. Measurement – track attach rate, win rate, and cycle time for each play.

Templates

  • Play card (trigger, narrative, assets, owners, KPIs).
  • Executive talking points for expansion proposals.
  • Post-play follow-up checklist with success metrics.

Tips

  • Keep plays prioritized (top 3 per segment) to avoid overwhelm.
  • Pair with account-health-framework to time plays when risk is low.
  • Capture learnings after each motion to refine triggers + messaging.

© gtmagents, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in plugins/account-management/skills/expansion-playbook of gtmagents/gtm-agents.

Open the folder on GitHubat commit 78e0419

Used in 1 other repository

We found 1 copy of this SKILL.md (exact, near-identical or edited) in other folders, from 1 other GitHub owner. This page covers the copy in gtmagents/gtm-agents, which our catalogue first saw on October 7, 2026.

Compare with similar skills

Expansion Playbook next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Expansion Playbook compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Expansion Playbook this skillgtmagents/gtm-agents4141 repos~318Automated safety check: PassApache-2.0
Cold Outbound Optimizerericosiu/ai-marketing-skills3.6k1 repos~1.7kAutomated safety check: PassMIT
Doc Coauthoringaws-samples/sample-strands-agent-with-agentcore19540 repos~3.2kAutomated safety check: PassMIT
Amazon Buy Box Monitorbrowser-act/skills6.1k1 repos~1.6kAutomated safety check: PassMIT
Review Analysisliangdabiao/amazon-sorftime-research-MCP-skill9591 repos~2.5kAutomated safety check: PassNone
Deskcomm Extensaomelgarafael/DeskcommCRM4.5k—~2.7kAutomated safety check: PassMIT

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Categories

Questions about Expansion Playbook

What does Expansion Playbook do?

A skill your agent uses to package upsell, cross-sell, and advocacy motions tied to customer outcomes. Expansion Playbook is an agent skill from gtmagents/gtm-agents. Use to package upsell, cross-sell, and advocacy motions tied to customer outcomes.

When should I use Expansion Playbook?

Expansion Playbook fits situations like: advocacy motions tied to customer outcomes.

How do I install Expansion Playbook in Claude Code?

Run `npx skills add gtmagents/gtm-agents --skill expansion-playbook -a claude-code`. Or copy the skill folder (plugins/account-management/skills/expansion-playbook in gtmagents/gtm-agents) into .claude/skills/expansion-playbook in your project. Claude Code loads it when a task matches its description.

How do I install Expansion Playbook in Codex?

Run `npx skills add gtmagents/gtm-agents --skill expansion-playbook -a codex`. Or copy the skill folder (plugins/account-management/skills/expansion-playbook in gtmagents/gtm-agents) into .agents/skills/expansion-playbook in your project. Codex loads it when a task matches its description.

Can I use Expansion Playbook in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add gtmagents/gtm-agents --skill expansion-playbook -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/expansion-playbook, .gemini/skills/expansion-playbook, .github/skills/expansion-playbook and .opencode/skills/expansion-playbook in your project.

What does Expansion Playbook need to run?

SKILL.md names no scripts, command-line tools or credentials: Expansion Playbook is instructions for the agent only.

Does Expansion Playbook access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Expansion Playbook safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Expansion Playbook use?

Expansion Playbook is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Expansion Playbook use?

About 318 tokens (SKILL.md is roughly 1.3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Expansion Playbook?

Skills that share tags, products or a category with Expansion Playbook: Cold Outbound Optimizer (ericosiu/ai-marketing-skills, 3.6k stars), Doc Coauthoring (aws-samples/sample-strands-agent-with-agentcore, 195 stars), Amazon Buy Box Monitor (browser-act/skills, 6.1k stars) and Review Analysis (liangdabiao/amazon-sorftime-research-MCP-skill, 959 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Expansion Playbook?

gtmagents (a GitHub user) maintains it in gtmagents/gtm-agents, which has 414 GitHub stars. The repository holds 121 skills in this directory. The repository was last updated on April 3, 2026.

Source: gtmagents/gtm-agents on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.