Expansion and Value Bundle
$79.00
Prove the value your customers got and grow the accounts you already have.
Expansion goes to the team that can show what changed for the customer. If you can't prove value in their numbers, every upsell sounds like a sales pitch.
This bundle connects value to growth: the business review deck and executive brief for the conversations, the value realization scorecard to prove it, the account plan for each strategic customer, a whitespace analysis and pipeline tracker for the growth already sitting in your base, and an engagement model that settles who owns expansion between CS and Sales.
What's included (8 templates, each with its own step-by-step PDF guide)
Business Review Deck (PowerPoint): Turn the business review into the conversation your renewal depends on, built around their goals and their numbers.
Account Plan (Word): One plan for CS and Sales to protect, grow and serve an account, so nobody gets surprised at renewal.
Executive Account Brief (PowerPoint): Send your executive into every customer meeting prepared, with the stakes, the people, the risks and the one thing only they can do.
Expansion Pipeline Tracker (Excel): Turn expansion from a few good ideas into a pipeline with owners, dates and a number you can forecast.
Customer Value Realization Scorecard (Excel): Track the outcomes your customer bought, in their numbers, with proof they agree with, long before renewal.
Expansion Opportunity and Whitespace Analysis (Excel): Find the growth already sitting in your customer base, and work the accounts that are ready to say yes.
CS and Sales Expansion Engagement Model (Word): Agree on who finds, qualifies, hands off and closes expansion before the next deal turns into a turf war.
Adoption and Value Workbook (Excel): Find out where your customers really are, agree on goals in their numbers, and make value visible to the people who sign the renewal.
Every template comes as an editable Microsoft Office file plus a make-a-copy link for the Google version, and every guide includes a worked example and a Steal This check.
Who it's for
CS and account teams who prove value and grow accounts.
How it works
Digital download. Your files are ready right after checkout. Each template has its own folder with the Office file and the guide, and the Google versions use the links included with your download. No physical item will be shipped.
Want everything?
The Complete Architect Collection has every template in the collection for $299.
Quantity