Expansion Playbook

Community

gtmagents

expansion-playbook

Use to package upsell, cross-sell, and advocacy motions tied to customer outcomes.

Overview

Publisher	gtmagents
Repository	`gtm-agents`
Skill name	`expansion-playbook`
Stars	428
Forks	83
Bundled files	Instructions only
License	Apache-2.0
Links	Skill source Repository

Markdown instructions
A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.
Works with any LLM
AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.
Self-contained
Everything the model needs lives in the instructions — no extra files to sync.
Open source
Published by gtmagents on GitHub. Read the source before you install it.

Installation

Install the Expansion Playbook AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

Open the app and go to Plugins → Skills.
Choose "Install from GitHub".
Paste the skill folder URL below and confirm.
https://github.com/gtmagents/gtm-agents/tree/main/plugins/account-management/skills/expansion-playbook
Enable the skill in any chat where you want it available.

Store

Installed

Skills

Add skills

Import one or more skills from a public GitHub folder or a local .skill or .zip archive, or SKILL.md file.

From GitHub URLFrom .skill, .zip, or SKILL.md

GitHub repo or folder

https://github.com/gtmagents/gtm-agents/tree/main/plugins/account-management/skills/expansion-playbook

Points to a single skill folder, or any folder that contains multiple skills. Public repos only.

CancelContinue

Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills

git clone --depth 1 https://github.com/gtmagents/gtm-agents.git /tmp/gtm-agents
mkdir -p .claude/skills
cp -r /tmp/gtm-agents/plugins/account-management/skills/expansion-playbook .claude/skills/expansion-playbook

Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Expansion Playbook in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Expansion Playbook on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Expansion Playbook is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

Loaded only when it is needed
The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.
Switch models mid-chat
Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

Expansion Playbook Library Skill

When to Use

Preparing QBRs/EBRs where growth plays should be highlighted.
Running account reviews to recommend upsell/cross-sell motions.
Equipping AEs/CSMs with talk tracks and proof aligned to success milestones.

Framework

Trigger Mapping – link product usage, milestone completion, or executive asks to specific plays.
Value Narrative – outline business impact, ROI proof, and reference customers per play.
Commercial Guardrails – specify packaging, pricing, approvals, and compensation cues.
Enablement Kit – include decks, ROI calculators, success stories, and objection handling.
Measurement – track attach rate, win rate, and cycle time for each play.

Templates

Play card (trigger, narrative, assets, owners, KPIs).
Executive talking points for expansion proposals.
Post-play follow-up checklist with success metrics.

Tips

Keep plays prioritized (top 3 per segment) to avoid overwhelm.
Pair with account-health-framework to time plays when risk is low.
Capture learnings after each motion to refine triggers + messaging.

Frequently asked questions

What does the Expansion Playbook AI skill do?

Use to package upsell, cross-sell, and advocacy motions tied to customer outcomes.

Why use Expansion Playbook on TypingMind?

Because you install it once and use it with any model. Expansion Playbook is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Expansion Playbook in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/gtmagents/gtm-agents/tree/main/plugins/account-management/skills/expansion-playbook. TypingMind reads its SKILL.md and installs it as a skill you can enable per chat.

Which AI models can use Expansion Playbook?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Expansion Playbook?

As many as you like. As long as a model supports skills, you can use Expansion Playbook with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Expansion Playbook AI skill free?

Yes. It is published on GitHub by gtmagents under the Apache-2.0 license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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Overview

Installation

Install in TypingMind

Install in another agent

Use it in TypingMind

Works with any AI model

Skill instructions

Expansion Playbook Library Skill

When to Use

Framework

Templates

Tips

Frequently asked questions

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