This sales template includes 9 fields. Document upsell or cross-sell expansion opportunities identified within an existing customer account. Free to customize and use on ZenBuild.
Account Name (text, required)
Account Manager (text, required)
Account Manager Email (email, required)
Expansion Type (dropdown selection, required) — options: Seat Expansion, Plan Upgrade, New Product Cross-Sell, New Business Unit, Geographic Expansion
Current ARR (USD) (number, required)
Expansion ARR Potential (USD) (number, required)
Expected Close Date (text, required)
Customer Champion (dropdown selection, required) — options: Existing Champion, New Champion Identified, No Champion Yet
Opportunity Summary and Next Steps (long text, required)
