when you’re ready · post-sale
The other half of revenue: keeping the customers you won and growing them. Onboard to value fast, know which accounts are healthy or at risk, secure renewals before they become a cliff, and land expansion that’s cheaper than any new logo.
is this you?
You’re pouring everything into new deals while existing customers quietly drift, renew late (or not at all), and never buy the next thing.
deliverables
- Onboarding & first-value playbook.
- Account health read: signals that sort accounts into healthy, drifting, or ready to buy more.
- Renewal & retention rhythm: secures renewals before they become a cliff-edge.
- Expansion play: how to spot and land the next thing inside an account you already have.
Sign-off: you can name every account’s health and its next expansion move without opening a spreadsheet.
where it fits
The post-sale motion. Retained/expanded accounts become the references and case studies that feed acquisition back at the top.
how the engagement runs
Four sessions: onboarding & first value → account health read → renewal rhythm → expansion play & lock.
what you need first
A base of won customers, CRM and usage/engagement data, your renewal dates.