Expansion whitespace | Business Helper AI

Inputs and purpose

Use this workflow to prepare: Expansion opportunity grid and proposed plays.

Start with: Customer purchase history, account structure and needs.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

Procedure

Map the customer's supplied purchases and organizational needs by location, team or use case. Separate verified gaps from inferred ones.
Identify adjacent needs that the business can serve and evidence that the customer values them.
Estimate fit, effort, commercial value and service capacity without counting hypothetical opportunities as committed revenue.
Return a prioritized opportunity table and discovery questions. Check that existing service failures are addressed before proposing additional commitments.

Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Prepare consistent responses and identify renewal risks.

Possible success measures: Response preparation time, repeat contacts, retention. Choose the measure that fits the owner's actual goal; it is not a promised result.

Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the input guide, calculation reference or output template. For tool setup, use the shared instructions.

Plain-text instructions

---
name: expansion-whitespace
description: "Prepare expansion opportunity grid and proposed plays. Use for this workflow with supplied business information."
---

# Expansion whitespace

## Inputs and purpose

Use this workflow to prepare: Expansion opportunity grid and proposed plays.

Start with: Customer purchase history, account structure and needs.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

## Procedure

1. Map the customer's supplied purchases and organizational needs by location, team or use case. Separate verified gaps from inferred ones.

2. Identify adjacent needs that the business can serve and evidence that the customer values them.

3. Estimate fit, effort, commercial value and service capacity without counting hypothetical opportunities as committed revenue.

4. Return a prioritized opportunity table and discovery questions. Check that existing service failures are addressed before proposing additional commitments.

## Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Prepare consistent responses and identify renewal risks.

Possible success measures: Response preparation time, repeat contacts, retention. Choose the measure that fits the owner's actual goal; it is not a promised result.

## Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the [input guide](../../../references/INPUT_DATA_GUIDE.md), [calculation reference](../../../references/CALCULATIONS.md) or [output template](../../../references/WORKFLOW_OUTPUT_TEMPLATE.md). For tool setup, use the [shared instructions](../../../AGENTS.md).