
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
Start courseWhat 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.
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.
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.
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.
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.
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.
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.
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.
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.