
Whitespace & Wallet-Share Opportunity Model
📄 Prompt Template
Develop a whitespace and wallet-share model for [AccountName] in the [Industry] sector to identify expansion opportunities over the next [Timeframe]. Quantify current penetration versus total addressable use cases, products, and business units across [Region]. Build a structured view of known spend with us versus estimated total spend, and highlight categories where our presence is zero or minimal. Use a driver-based approach (e.g., # of seats, sites, workloads) to size upside and rank by feasibility and impact.
Output format:
Executive summary (≤150 words).
Wallet-share table with columns: Use Case, Current Spend, Estimated Total Spend, Penetration %, Upside £, Confidence (High/Med/Low), Next Action.
2x2 matrix (Impact × Ease) listing top 10 opportunities.
30/60/90-day pursuit plan with owners and KPIs.
Assumptions and data gaps must be explicit and quantified. Tie each opportunity to measurable KPIs (e.g., incremental ARR, margin).