Surface the Right Expansion Offer at Every Client Renewal (Claude Cowork Self-Install Kit)

Walk into every renewal with the right expansion offer already on the table.

You do great work and your clients stay on the same package for years. Renewals come and go, and you never pitch the next thing because nobody preps it before the conversation.

The leak isn't your delivery. It's that the expansion offer depends on someone remembering to build it in time, so it usually doesn't get built at all.

What this kit does

Ahead of each renewal, the kit compiles account engagement and deliverable usage, identifies the services the client hasn't bought yet, and generates a tailored expansion proposal for the account owner to review and send. Land-and-expand revenue that slips when nobody preps the next-tier offer now gets prepped automatically, before the renewal conversation starts.

What you can expect

Every upcoming renewal arrives with an expansion offer already drafted and matched to what that client actually uses. You grow revenue per account by surfacing the right next-tier service at the moment it's easiest to say yes, instead of letting renewals pass at the same flat number year after year.

Who it's for

Built for marketing agency owners, agencies, and service business owners who renew clients and want to expand them. This is a Claude Cowork self-install kit you run yourself.

What's included

Skip building from scratch. No coding. You get the complete kit your own AI agent reads, sets up, and runs for you, step by step:

• A Start Here guide, so you know exactly what to open first
• The agent install instructions, the part that lets your own AI agent stand the workflow up for you
• A guided setup that interviews you about your business, so the workflow fits how you actually work
• Workflow Briefing: the plan, the inputs, and what done looks like
• Task List your agent follows to build it
• MCP Connection Guide for the tools involved
• Tool Setup notes for accounts, keys, and permissions
• Prompt Library, including the ready-to-run prompt for this workflow
• Troubleshooting and maintenance guide for the common snags
• A Next Steps and Roadmap, so you know what to automate next once this one is running
• A Run Guide you keep, so you can run it any time with no setup again

This kit sits above the entry tier because of what it recovers. Expansion revenue is the highest-margin revenue you have, and the kit captures it on every renewal instead of the handful you happened to prep for.

What you'll need (not included)

The kit is the workflow, the prompts, and the setup guide. It does not include the tool subscriptions it runs on. You'll need your own Claude with Cowork, HubSpot, and Make.com accounts. Those are billed by the tools themselves, not by us.

You'll also need your Claude account on Cowork's Pro plan or higher, so your agent can connect your tools and use the most capable model while it installs the workflow.

How to install this kit

Connect HubSpot and Make.com at claude.com/connectors and authorize each account. Open the kit in Claude Cowork and run the included prompt. Step-by-step instructions ship inside every kit, so you're never guessing. See How Self-Install Kits Work for the full walkthrough.

Install once, not every month

If you've been pricing revenue-expansion or account-management software, this is the install-it-once alternative. You set up the renewal-prep workflow yourself and keep it, with no monthly retainer. Add it to your cart, open it in Claude Cowork, and prep your next renewal this week.