Playbooks / Professional Services / Retainers + Renewals
Expansion Drafts
When delivery reveals adjacent needs, draft the additional-scope proposal tied to what the client already values. Professional review before send.
How to run it
Open Professional Services > Retainers + Renewals > Expansion Drafts in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Expansion Drafts workflow. Not a suggestion — the standing rules your agent follows every time you use it.
When delivery reveals adjacent needs, draft the additional-scope proposal tied to what the client already values. Professional review before send.
Put this workflow to work.
The Professional Services agent ships with this one installed. Open the demo and ask it to run the Expansion Drafts workflow on something of yours.