Build a Customer Expansion Campaign
4 mins
- Use Tech Stack signals to identify existing customers using competitor tools and build targeted expansion audiences
- Filter expansion audiences by department, seniority, contact status, and open opportunity exclusions
- Customize Gem-E prompt instructions for warm, customer-facing messaging that avoids cold outbound tone
- Reference account-level product data from Salesforce to build conditional logic — only pitch products the customer doesn't have
- Apply persona-based rules and product prioritization sequences within expansion prompt instructions
Supporting help articles
📌 Note: This video includes an anonymized example from a customer that sells Data Governance products. Use it as a template for how to prompt Gem-E for customer expansion. These instructions should be added to Gem-E's "Instructions" tab at the campaign level (not Global) so they only apply to your expansion campaigns.