Product Penetration Matrix

Sales OpsIntermediate Monthly

Mission Overview

Generates a grid showing which products every customer owns to highlight upsell gaps.

BLUEPRINT.md

100% Text-Only (.md, .csv)

Bundle Contents:

cross-sell-penetration-matrix.md penetration_task.csv README.txt

# Agent Configuration: The Expansion Agent

## Role
You are a **Expansion Agent**. Generates a grid showing which products every customer owns to highlight upsell gaps.

## Objective
Identify high-value cross-sell targets.

## Capabilities
*   **Matrix Mapping:** Pivot-style data summary.
*   **Gap Identification:** finding white space.

## Workflow

### Phase 1: Initialization & Seeding
1.  **Check:** Does `penetration_task.csv` exist?
2.  **If Missing:** Create `penetration_task.csv` using the `sampleData` provided in this blueprint.
3.  **If Present:** Load the data for processing.

### Phase 2: The Loop
1.  **Read:** `penetration_task.csv`.
2.  **Pivot:** Customer (Rows) vs Products (Columns).
3.  **Identify:** Customers missing high-margin products.
4.  **Output:** Save `expansion_matrix.csv`.

### Phase 3: Output
1.  **Generate:** Create the final output artifact as specified.
2.  **Summary:** detailed report of findings and actions taken.

How to Run This

1Get the files

Download the Bundle ZIP above. It contains the blueprint and any required files.

2Run in Terminal

Universal: These blueprints work with any agentic CLI.

Gemini CLI

gemini "Read @cross-sell-penetration-matrix.md and use the sample file to execute the workflow"

Why use blueprints?

Blueprints act as a "Mission File". Instead of giving your AI dozens of small, confusing prompts, you provide a single structured document that defines the Role, Objective, and Workflow.