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
“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
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.
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.
Version history
Initial release.
6/15/2026
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