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.
Strategy without tracking becomes wishful thinking. Build a rhythm that spots problems early, doubles down on what works, and keeps the team aligned on priorities. Turn data into decisions and decisions into momentum.Retry
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Meet Random Rick, Specialist Steve and Solid Sarah. See three approaches to growth and why only one compounds. Understand the model that shows how improvements multiply. Apply systematic thinking to double revenue.
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Proposals sent via email disappear into inboxes. You don't know if they've been opened, which sections were read, or whether pricing scared them off. Proposal software tracks engagement, automates generation from CRM data, and shows exactly where prospects get stuck so you can follow up intelligently.
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A poorly configured CRM becomes a graveyard of stale data and missed follow-ups. A properly set up CRM runs your sales process automatically, surfaces hot leads, and forecasts revenue accurately.
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Create an outreach strategy that defines who to target. Configure domains and infrastructure properly. Build targeted lead lists. Write emails that sound human. Design multi-touch sequences.
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Without clear strategy, every tactic feels like a guess. Define who you're for, what problem you solve, and how each touchpoint moves them closer to buying. Turn scattered efforts into a coherent system where marketing, sales, and product pull in the same direction.
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