This free AI prompt today is like a cheat code, and the reason why I’m putting this in front of customer success teams is because you hold the magic key — you have the ear of your customers and their trust. You also understand what they want. You aren’t going to be “selling” today, you’re matching capabilities with needs they expressed.
When we help our customers, one of the best ways to grow is by showing them new features that can fix their problems. But it’s not about telling them about new stuff just because it’s new. It’s about finding the features that actually help them and make things easier for them.
A few weeks ago, on day 8 Day 8: Flagging upsell opportunities, we looked at flagging upsell opportunities. Today is more or less the same, but we’re doing it over the whole book business instead of a single call.
Here’s how I found $50k in about 2 minutes using Oggam.ai’s new AI expansion agent feature.
📋 Job to be done Definition
Job to be Done for Expansion Automation: "When I’m looking to grow my book of business, I need a system that can match the customer with newly released features that directly meet their current needs based on what they said, so I can expand our relationship while solving real problems for them, rather than pushing irrelevant updates."
This episode was brought to you by Oggam.ai. To get access to prompts and techniques discussed during this podcast, head over to 50 days of jobs to be done: CSM edition.