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AM Expansion Proposal Drafter
Builds expansion and upsell proposals from account usage and history, the right offer.
- Expansion proposals built while the moment is hot
- The right upsell identified from actual usage
- Pricing configured correctly and on-policy
AL
Alex Russo
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
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.
External connections
CRM
GmailExtraCalendar
ExtraSlackExtra
GmailExtraCalendarExtraSlackExtraConnects to CRM, Gmail, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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