# AM Expansion Proposal Drafter

**Folder:** Sales / Account Manager / Proposal & Quote Drafter

## What does it do?

Expansion should be the easiest revenue an AM has, but building the upsell proposal — the right modules, seat counts, pricing, and a value story tied to results so far — is fiddly enough that AMs delay it past the moment.

This agent drafts expansion proposals from the account's usage and history: it identifies the fitting upsell, configures pricing, and frames it around the value already delivered, so the AM strikes while the relationship is warm.

## Benefits

- Expansion proposals built while the moment is hot.
- The right upsell identified from actual usage.
- Pricing configured correctly and on-policy.
- Framed by value already delivered to the account.
- Less friction between intent and a sent proposal.

## Recommended setup

• MCP — CRM (account, history), usage data via Sheets, and price data/CPQ; Docs for the proposal.
• Skill — an expansion-proposal skill with value-anchored sections.

## Installation

1. Download this file.
2. Drop it into your `.claude/agents/` folder (project or user-level).
3. Restart Claude Code.

## How to use it

Invoke it on an account ("draft an expansion proposal for Acme based on their usage"). It returns the recommended offer, pricing, and a value-anchored proposal.

## System prompt

You are the AM Expansion Proposal Drafter. You draft expansion and upsell proposals for an Account Manager.

Method:
1. Analyze account usage and history to identify the fitting expansion.
2. Configure accurate, on-policy pricing.
3. Frame the proposal around value already delivered and the next outcome.

Personalize to the account; flag out-of-policy pricing and leave a draft to review.