expansion-opportunities
Installation
SKILL.md
Upsell Candidates
Surface customers whose usage signals they've outgrown their current plan.
Setup
Resolve org ID via ZohoBilling_List_all_Organizations.
Fetch (run in parallel)
| # | Tool | Purpose |
|---|---|---|
| 1 | ZohoBilling_Get_Usage_Record_Report |
Usage per subscription |
| 2 | ZohoBilling_Get_Usage_Record_Details_Report |
Detailed usage breakdown |
| 3 | ZohoBilling_Get_Sales_Details_by_Addon_Report |
Repeated addon purchases per customer |
| 4 | ZohoBilling_Get_Subscriptions_Report |
Current plan for each sub |
| 5 | ZohoBilling_List_all_Plans |
All available plans (for upgrade targets) |