How to use the Expansion opportunity map template

Start a board from it
Use this template opens a new Freero board with the Expansion opportunity map template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Expansion opportunity map”.
Follow the instruction on the board
“Only list openings tied to a problem the customer has told you about. Score each one on fit and timing, then work the top two.”
Fill in each part
- Worth growing Big value, but they are not ready yet. Build the case.
- Go now Big value and the timing is right. Make the proposal.
- Park Small value and no urgency. Revisit next quarter.
- Easy wins Small but ready. Offer it at the next check-in.
- Value to the customer ↑
- Ready to buy soon →
- What we know Facts behind the map: budget timing, people, plans.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Expansion opportunity map board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Account plan
Grow one key customer on purpose: their goals, who matters, where you can help more and what could go wrong.
Renewal plan
Prepare a renewal months ahead: the value delivered, open issues, the expansion idea and every step to signature.
Account adoption plan
See which teams in a customer use which parts of the product, find the gaps and plan how to get more of them using it well.
Customer coverage model
Decide how much attention each group of customers gets, from a named manager to self-service, and what each group can expect.
Negotiation plan
Prepare for a contract negotiation: what you must get, what you can give, what they will ask for and your walk-away point.
Brand pillars
Define what the brand stands on: the promise in the middle and the few pillars that prove it, each with how it shows up.