Use this template to align GTM teams around high-impact expansion plays for the quarter. Designed to be fast, focused, and outcome-driven by the team at The CRO Club.

✅ Overview

Sprint Duration: 30 Days

Owner: CRO / RevOps Lead

Participants: Sales, CS, RevOps, Marketing

Goal: Increase expansion pipeline by [XX]%

Key Metrics:

• NRR
• Expansion opps created
• Win rate
• Expansion-influenced revenue

📍 Stage 1: Diagnose & Prioritize (Days 1–7)

🔎 1.1 Audit Your Base

• [ ] Pull customer usage + product adoption data
• [ ] Segment by:
  • [ ] High usage
  • [ ] Renewal timing
  • [ ] Executive engagement
  • [ ] Health score trends
• [ ] Identify expansion triggers (e.g. seat saturation, feature adoption)

👥 1.2 GTM Alignment Sync

• [ ] Schedule kickoff with CS, Sales, RevOps
• [ ] Align on:
  • [ ] Target accounts
  • [ ] Play types
  • [ ] Owners (pods or account teams)