Playbook
Grow existing accounts
Create upsell and cross-sell workflows that grow existing accounts by matching additional solutions to evolving customer needs.
Introduction
I've grown accounts from small pilot projects into six-figure annual contracts, both at my own agencies and for the companies I advise. The trick is never about pushing harder. It's about recognising the right moment and framing the next step as a natural extension of the work. Upselling doesn't have to feel awkward. When you've delivered results and the client trusts you, offering more is not a sales move. It's good service. The problem is that most teams don't have a system for spotting those moments or having those conversations. In this playbook, you'll learn how to identify expansion opportunities, build upsell paths that make sense to the customer, and have the conversations without it feeling forced. These aren't aggressive tactics. They're helpful, relevant offers that build on the work you're already doing together.