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AM Expansion Proposal Drafter

Make the upsell case with value you already delivered.

  • Builds expansion proposals from usage and history
  • Frames the offer around results achieved
  • Picks the right offer per account
AL
Alex Russo
Published this agent
Estimated time savings, hours a month
069
6 hours as installed
9 hours after connecting your apps
people loved it
v1.0
How you'll use itreal 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

Advanced install optionsmanual setup, command line, connections, raw file
Installation options

Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.

Download .md

If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.

External connections
CRMGmailExtraCalendarExtraSlackExtra
Connects to CRM, Gmail, Google, Slackv1.0 · Updated Jun 26

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Version history
v1.0

Initial release.

6/15/2026