Acquiring new customers is expensive. Growing existing ones is profitable. Identify expansion opportunities from usage patterns and needs. Design clear upsell paths that feel natural, not pushy. Time offers to renewal cycles and milestones. Structure pricing that enables growth.
Spot upsell and cross-sell opportunities from usage patterns, customer feedback, and lifecycle signals before customers even ask for more.
Create clear progression from entry tier to premium offering so customers see the natural next step as they grow and need more value.
Identify complementary products or services that solve related problems and present them at the right moment in the customer journey.
Present upsells and cross-sells at renewal periods, usage milestones, and moments when customers naturally need more from your solution.
Structure pricing tiers, usage-based fees, and add-ons that enable customers to grow with you whilst capturing more value as they scale.
Position upgrades and cross-sells as solving customer problems, not hitting your sales targets, so offers feel helpful instead of pushy.
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
Customer.io sends targeted messages across email, SMS, and push notifications triggered by user behaviour and product data for SaaS companies.
Product analytics for events, funnels and cohorts, useful when you need to see how users move and where they drop in product journeys.
Fireflies.ai transcribes meetings, extracts action items, and syncs notes to CRM with searchable meeting library for team collaboration.
Flexible workspace for docs, wikis, and lightweight databases ideal when you need custom systems without heavy project management overhead.
David H. Maister
A classic on leading expert teams. Balance sales, delivery and culture with numbers that keep the firm strong.
Richard Koch
Use Pareto thinking to pick channels, ideas and customers. Cut the long tail and double down on what works.
Plan course structure that moves students from problem to solution. Script lessons clearly. Record with simple equipment. Edit efficiently. Package for platforms like Thinkific or Teachable.
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Define your organic growth strategy with traffic goals. Build a content production workflow. Create content that educates and converts. Optimise for search engines and AI. Repurpose across channels.
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Optimise your profile so it converts visitors to leads. Warm up your network before posting. Build a content calendar that keeps you ahead. Write posts that drive action. Time publishing to maximise reach.
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Acquiring new customers is expensive. Growing existing ones is profitable. Identify expansion opportunities from usage patterns and needs. Design clear upsell paths that feel natural, not pushy. Time offers to renewal cycles and milestones. Structure pricing that enables growth.
See playbookMost sales processes are cobbled together inconsistent stages, unclear handoffs, and no visibility into what's working. A proper process turns chaos into predictability. Define stages that match how buyers actually decide, automate the busywork, and track metrics that reveal bottlenecks before deals stall.
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Broken tracking means flying blind. Proper implementation shows exactly which traffic converts, which campaigns deliver ROI, and where to double down. Measurement makes optimisation possible.
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