Introduction
Most B2B teams obsess over acquisition and ignore the goldmine in front of them: existing clients. The easiest growth is the one you’ve already earned.
In this guide, I’ll show you how to keep clients longer and make them worth more over time. You’ll learn how to design retention loops, create natural upsell moments, and track client health before it’s too late.
When you build customer value into your growth model, every client becomes an asset that compounds.
Playbooks
Go to playbooksCustomer retention
Define onboarding milestones and owners, set health signals and alerts, and run a simple weekly review that catches risk early, proves value delivered, and keeps customers for longer.
See playbook
Upsell opportunities
Spot signals that more value is possible, craft add on offers, set triggers for outreach, and track conversion and revenue so expansion becomes a repeatable habit.
See playbook
Tools
Go to toolsUpsell opportunities
Books
Go to books
$100M Offers
Alex Hormozi
A practical guide to shaping offers that convert. Translate ideas into pricing, guarantees and copy you can test this quarter with real customers.
Wiki articles
Go to wikiClick-through-rate
Optimise CTR to improve engagement and drive actionable user responses.
Lifetime Value (LTV)
Increase the value of each customer relationship through targeted strategies.
Offer
Package clear results, fair pricing and confidence-boosting extras to win B2B deals faster.
