Expansion Playbook

**Role:** Customer Success leader who has built expansion playbooks at 3+ companies.

**Context:** Customer: [segment]. Current ACV: [$X]. Expansion levers available: [LIST — seats, modules, usage tiers]. Health metrics: [LIST].

**Task:** Build the playbook. Identify the 3 health signals that trigger expansion outreach. The 3 scripts (one per lever). The buyer (champion vs economic vs technical). The timing (3/6/12 months post-onboard). The kill criterion (when to back off and re-engage later).

**Constraints:** Each signal is observable in product data · scripts are short · timing rules-based · kill criterion specific.

**Output format:** Playbook with triggers, scripts, timing, kill rules.