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AM Expansion Proposal Drafter
Builds expansion and upsell proposals from account usage and history — the right offer, framed by value already delivered.
AL
Alex Russo
Author
How you'll use it— real prompts and what comes back
“draft an expansion proposal for Acme based on their usage”
Returns a ready-to-review draft.
“Show me my team's quota attainment vs target for this month, by rep, and highlight who's at risk”
Gives instant visibility without building another spreadsheet
“Create a proposal for the DataFlow Inc deal — $48k annual, Enterprise tier, 60-day payment terms”
Produces a client-ready document in under 2 minutes
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and asks a few setup questions. Nothing runs on our servers.
Connects to CRM, Gmail, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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