Revenue Expansion Playbook

M

Marcus Lee

@marcus-lee

·

Systematic playbook for driving revenue expansion within existing accounts.

37 copies0 forks
Build a revenue expansion playbook for the sales team.

Current expansion rate: {{current_rate}}
Expansion target: {{target_rate}}
Top expansion products: {{products}}

Create an expansion playbook:

1. Expansion Opportunity Identification
   - Signals to watch for
   - Data sources to use
   - Trigger events

2. Timing Optimization
   - When to engage on expansion
   - Best moments in customer lifecycle
   - Events that create openings

3. Conversation Frameworks
   - How to introduce expansion
   - Discovery for new needs
   - Value articulation

4. Pricing and Packaging
   - Upgrade paths available
   - Bundling strategies
   - Loyalty incentives

5. Objection Handling
   - Common expansion objections
   - Response frameworks
   - When to pause and return

6. Process and Metrics
   - How to track expansion pipeline
   - Success metrics
   - Reporting requirements

Details

Category

Business

Use Cases

revenue expansionaccount growthsales methodology

Works Best With

gpt-4oclaude-sonnet-4
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