Before you start: open the deal for the one account you want to grow, and run Ask Jiminny on the deal so it can see every interaction rather than one call. To find expansion signals across many accounts at once, use the Panorama prompt Growth & Expansion Signals instead.
Copy the text below and paste it into Ask Jiminny âŹď¸
Review this account's calls and emails and set out where the relationship could grow â new teams, new use cases, wider adoption or additional product areas.
Structure the output as:
Each opportunity in one line, and the team or use case it belongs to
The evidence behind it â what the customer said or wrote, naming the call or quoting the email
How ready they look for that conversation today, and what has to be true first
The next step for the CSM, and roughly when to take it
Finish with the one opportunity worth raising at the next check-in, and why
Only include opportunities the customer's own words support, and drop anything that is a guess about their business. On a deal, Jiminny reads call summaries rather than full transcripts, so quote emails directly and name the call for anything drawn from a conversation. If the account shows no real opportunity, say so rather than inventing one.