The cheapest revenue in your business is sitting in accounts that already trust you. These prompts run the post-sale motion properly: a review that shows what the customer got, an expansion case built on what they actually use, and a save play for the account that has gone quiet.
What's Included
- Review script: value delivered, in their numbers, before any ask.
- Expansion case: tied to features they have not adopted yet.
- Save play: for the account whose usage curve is bending down.
- Pre-call prep: the three facts to have in hand before the renewal.
How To Use
- Pull usage and outcomes for the account into one record.
- Generate the review and lead with what they achieved.
- Put the expansion play second, never first.
- Track health so the save happens a month early, not a week late.
Watch the leading signals with client retention strategies and forecast the year with the sales forecast report.