The Upsell, Expansion and Renewal Masterclass
This masterclass will be a structured and tactical playbook on how to identify upsell opportunities and partner with CS to sell into an install base.
What You'll Get:
- Mapping the Whitespace: How to hunt for the 3 types of expansion deals: more products, more seats, and higher ASP.
- Expansion Triggers: Specific usage signals, executive changes and rollout milestones that should prompt your outreach.
- The Post-Sale Disco: How to run discovery on an existing customer and multithread across divisions without sounding like a used car salesman.
- The Renewal Approach: A structured 90/60/30-day process to run killer QBRs, spot churn red flags early, and eliminate renewal points of failure.
- Roles & Responsibilities: A hard line on who should do what across AEs, AMs, and CS so you stop creating internal friction.
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Why the heck you should watch
Map the whitespace
Stop guessing who has budget. Cross-reference org size against seat count, check product penetration, and find the missing divisions so you know exactly who to call.
Run the expansion cycle
Post-sale selling is a different beast. Learn how to trigger the cycle using actual usage data and run a discovery call that brings utility, not just another net-new pitch.
Lock down the renewal
Don't wait for the 11th hour. Run a strict 90/60/30-day cadence, catch health-score red flags before they blow up your forecast, and multithread so you never have a single point of failure.
Featured Partners
Grab exclusive sales drips, scripts, and templates that we created with each partner by clicking their logo.
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Ready to dive in?
Join these sellers who made it to President’s Club!
Taught reps get to power and close deals faster!
Booked 13 meetings in 3 days!
More in the first 40 pages than every other sales book combined!
Ranked in the top 1% of all AEs at LinkedIn
Booked a whopping *100* meetings!
Went from 60% to #2 at Gong!