AI-Driven Service Expansion & Upsell: Use AI course artwork

Client Success & Retention · Use AI

AI-Driven Service Expansion & Upsell

Use AI to identify the right expansion opportunities for each client, create natural conversations about additional services, and grow revenue from your existing client base.

8 lessons · 380 minutes

Before starting: Completed AI-Powered Retention and Churn Prevention

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What you walk away with

  • Map expansion paths per account: seats, licenses, upgraded retainers, and done-for-you work
  • Set usage-based and outcome-based triggers that reveal who is ready for more
  • Open upgrade conversations that land as service, not sales pressure
  • Price expansion moves without alienating paying customers
  • Push net revenue retention past 100 percent with a written expansion playbook
  • A tested prompt or customer-facing workflow you can run this week. Every artifact saves to your workspace, so you keep it after the course ends.
  • A knowledge-check quiz and a visual walkthrough inside every one of the 8 lessons, about 6 hours of guided work.
  • Most lessons close with a checklist, template, or do-it-this-week task, so progress shows up in your work, not just in the app.
1

Expansion as a Growth Engine (NRR > 100%)

Discover how to grow your business by 20-30% annually from your existing clients -- without acquiring a single new customer -- by mastering expansion and upsell strategies.

45 min
2

Usage-Based Expansion Triggers for Your Business

Learn to spot the clear signs that a client is ready to upgrade their service package or add-ons by tracking their usage patterns - turning happy customers into bigger ones.

50 min
3

Outcome-Based Expansion Triggers (Services/Coaching)

Learn to spot the five key moments when your clients are ready to buy more from you -- turning their successes into your next revenue stream without hard selling.

50 min
4

Seat & License Expansion Playbook

Learn how to spot signals that a client is ready to add more users, structure the conversation, and convert team interest into multi-seat revenue - without feeling salesy.

45 min
5

Done-for-You & Consulting Upsell Paths

Learn to spot when clients will pay 3-10x more for you to execute instead of just providing the tool or service -- and how to structure profitable, time-efficient DFY offers.

50 min
6

Upgraded Retainer Conversations

Learn how to have confident, value-aligned conversations to upgrade your service retainers when your client's business grows or the scope expands -- turning resentment into profitable partnerships.

45 min
7

Pricing Expansion Without Alienating Customers

Learn how to raise prices for your services without losing clients -- includes three scenarios, communication templates, and a framework for grandfathering existing customers.

50 min
8

Your Expansion Playbook

Build a complete system to identify and act on expansion opportunities within your existing client base -- turning satisfied customers into a compounding growth engine.

45 min