Customer value
playbooks
Client onboarding
Onboard new customers with structured flows that set clear expectations, deliver early wins, and establish the patterns that drive long-term retention and expansion.
Customer retention strategy

Retain customers longer by identifying at-risk accounts early, addressing concerns proactively, and continuously demonstrating value that prevents churn before it happens.
Upsell and cross-sell plays

Expand account value through systematic identification of upsell opportunities, properly timed offers, and clear presentations of additional value customers actually want.
Pricing increase tactics

Increase prices without losing customers by communicating value clearly, segmenting appropriately, and timing increases to minimise churn whilst improving margins.



