Created by:
Richard Bracchi
What is an account expansion plan template?
An account expansion plan template is a structured tool that helps customer success, sales, and account teams plan how to grow a high-value account over time. It lays out a framework to understand the customer’s business, align with their priorities, and identify ways to deepen the partnership.
It includes sections for documenting key stakeholders, product usage, revenue breakdowns, upsell/cross-sell opportunities, and competitive insights – all to help you become a more valuable partner, not just a vendor.
Who is it for?
This template is perfect for:
- Customer success managers working to retain and grow strategic accounts
- Account executives managing long-term relationships
- Sales teams building expansion pipelines
- Revenue leaders tracking account health and growth plans
If you’re responsible for maintaining and growing key customer relationships, this one’s for you.
How to use the template
Start by creating a new plan for each account you want to expand. Begin with an overview of the customer’s business, including their goals, challenges, and industry. From there, dig into their priorities, your current relationship, the value your products are delivering, and what future growth could look like.
Update the plan regularly, especially after customer meetings or major updates. Use it during internal reviews and strategic check-ins with your customer. It’s more than a doc – it’s your game plan for turning renewals into revenue.
Download your account expansion plan template
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