Account Expansion Opportunity Intake Form

Account Expansion Opportunity Intake Form — Form Fields

This sales template includes 11 fields. Document expansion opportunities identified within existing accounts for pipeline forecasting and CS handoffs. Free to customize and use on ZenBuild.

• Account Name (text, required)
• Account Manager (text, required)
• Account Manager Email (email, required)
• Expansion Type (dropdown selection, required) — options: Additional seats, New department, New product, Usage tier upgrade, Geographic expansion
• Current ARR ($) (number, required)
• Potential Expansion ARR ($) (number, required)
• Expansion Stage (dropdown selection, required) — options: Identified, Engaged, Proposal sent, Verbal agreement, Closed
• Key Champion at Account (text, required)
• Champion Email (email, required)
• Expected Close Month (dropdown selection, required) — options: January, February, March, April, May, June, July, August, September, October, November, December
• Background and Context (long text, optional)