HOW I CAN HELP YOU
Expansion targets are missed because CSMs aren’t trained to sell.
Revenue is left in accounts that are ready to grow but never closed.
Low confidence holds CSMs back from having expansion conversations.
Expansion pipeline is invisible, making forecasts unreliable.
WHAT YOU GET IN 8 WEEKS
+10 Expansion opportunities surfaced and acted on within the first 2 weeks.
+20% higher expansion win-rate through better qualification and value pitching.
A documented expansion playbook your CSMs use daily.
CSMs confident in upsell conversations without feeling salesy.
How the Program Works
Weeks 1 to 6: 1 × 90-min weekly session (skills + deal review).
Weeks 7 & 8: 90-min weekly session to close the upsell opportunities identified
Bite-size homework (< 1 hour/week) to reinforce skills.
Deal of the Week review thread to learn from wins.
Notion hub with all scripts, templates, and checklists.
BREAKDOWN
Kick-off & Baseline
WHAT YOU GET
Clear goals, baseline KPIs, and live accounts to track
Readiness survey, KPI baseline report
DELIVERABLES
Identify Upsell-Ready Accounts
WHAT YOU GET
List of high-potential expansion targets
Expansion-readiness scorecard, opportunity tracker
DELIVERABLES
Engage Decision-Makers
WHAT YOU GET
Stakeholder access and booked expansion meetings
Message templates, stakeholder-mapping tool
DELIVERABLES
Discover Pains
WHAT YOU GET
Confirmation of pains and success gaps to upsell into
Discovery scripts, call note template
DELIVERABLES
From Demo to Product Training
WHAT YOU GET
Expansion demos tied to measurable business impact
Demo framework, value mapping
DELIVERABLES
Craft & Present Proposals
WHAT YOU GET
Proposals that win
Proposal deck template, email frameworks
DELIVERABLES
Objection Handling & Follow-Up
WHAT YOU GET
Recovered deals and faster closes
Objection-handling guide, follow-up workflows
DELIVERABLES
Live Deal Review
WHAT YOU GET
Focused coaching to advance active expansion opps
Review notes, action plan per deal
DELIVERABLES
Live Deal Review
WHAT YOU GET
Final push to close or progress opps before quarter-end
Closing plan, final expansion report
DELIVERABLES
