Client Expansion

How to Set Up Customer Success Workflow in Attio - Kanban Tutorial

In this tutorial, you'll learn how to build a dedicated Customer Success list in Attio to effectively manage account health, onboarding, ren...

How to find expansion signals hiding in your customer calls with Adam Blech

Most CS and post-sale teams are sitting on a goldmine of expansion signals — and missing them because they're buried in call transcripts nob...

How 120% NRR SaaS Companies Get 24x Valuations (McKinsey Decoded for Operators)

Five B2B SaaS strategies that drive 24x revenue multiples — distilled from McKinsey's 2025 research on net revenue retention (NRR). If you'r...

The $10K Expansion Playbook Rolling Out BetterTracker to Your Customers

Most MSPs are sitting on untapped revenue and don’t even realize it. In this session, the team at BetterTracker breaks down a proven framewo...

Drive Expansion With AI (Without Breaking Your CS Stack)

Customer Success is now accountable for revenue, not just relationships. But AI only creates value when it’s architected into the system, no...

Customer Ssuccess Mmanagement FUNDAMENTALS Part 1

Customer Success Fundamentals is your gateway into one of the most in-demand roles shaping the digital economy. This course breaks down how....

How customer success teams started making more money than sales teams

CSMs are now vital for business growth, driving expansion revenue through upsells and cross-sells. Customer success strategy is evolving, de...

CRM vs CSP: Why Customer Success Needs a Purpose-Built Platform

Most B2B SaaS orgs still try to run post-sale relationships out of a CRM that was never built for it. The result? Limited visibility, reacti...

This is how you fix your customer renewals process

Is your renewal rate stuck? Struggling to drive expansion revenue? Watching high-value customers leave because there's no solid retention pr...

Wille Webinar with Linus: Client Expansion done right!

- Free Go-to-Market Engineering Kit here: https://www.peakora.io/go-to-market-resource-kit - Join our Clay Club here: https://www.peakora.io...

ClientSuccess Webinar: The Fundamentals of Customer Expansion - Part 1

PART 1 - The Fundamentals of Customer Expansion: Confessions of a Reluctant Salesperson Expansion is no longer a “nice to have” — it’s a nec...

Account Management 101: Exactly How to Get Existing Customers to Buy More (Without Feeling Sold To)

Get more free sales courses and guides - https://sellbetter.xyz/free-snacks?utm_source=Youtube&utm_medium=Video+Description It’s way easier....

Customer Success Story - Improving Washout & Efficiency in High-Throughput ICP-MS Testing Laboratory

One of the major challenges an ICP laboratory faces is the excessive washout time required for methods analyzing samples containing high lev...

10 essential upselling best practices every Customer Success Manager needs to know

As a Customer Success Manager, your role goes beyond keeping clients happy—it's about creating real value for your customers and your busine...

Foolproof guide to secure retention, renewals & expansion | Customer Success Festival October 2022

Learn foolproof strategies to secure customer retention, renewals, and expansion. Discover techniques to ensure long-term success and growth...

Ralphette English - Unlocking Growth | The Role of Customer Success in Expansion

Discover how a customer-centric approach transforms Customer Success into a powerful engine for sustainable growth. Learn strategies to deve...

Prevent Churn and Drive Expansion: Lessons for Customer Success Teams

Get the latest on what's new with UserGems + hear from our Director of CS, Steven Farina, on how to set up churn prevention and customer exp...

How to drive expansion from your existing customers with the REACH Framework™

Join Rod Cherkas, author of the recently released book REACH: A Framework for Driving Expansion from Your Existing Customers, as he shares p...

Renewals and Expansion: How to drive growth as a CSM

Can customer success teams help drive growth? Joseph Schmitt, VP of CS at UpKeep, discusses retention and expansion as a ...

Customer Success Operating Model Guide | James Scott & Emilia D'Anzica

COMPLIMENTARY GUIDE Overview: Do you know how to forecast the future impact of an investment in Customer Success on your company’s financial...

Scaling Customer Success from Retention to Expansion

Watch Prithwi Dasgupta (CEO, SmartKarrot), Donna Weber (The Customer Onboarding Expert), Irit Eizips (Chief Customer Officer & CEO CSM Pract...

Customer Success Module Demo

In this 30 minute video, Marnie will be talking about the bells and whistles of our Customer Success Module.

Five Keys to Expansion Sales in Customer Success Webinar

Lack of expansion on an account is actually a bad sign in terms of retention. A healthy customer should be investing more in you or else the...

How to Create a SaaS Upgrade Flow that Converts

🎯 Speak with a SaaS expert! Book a no obligation call to discuss your UI/UX challenges with a SaaS expert. We’ll offer advice on your curre...

Clari Playbook: The Formula to Maximize Customer Renewals and Upsells

Learn more at www.Clari.com This episode of Clari Playbook is brought to us by Diana Cappello, Clari Manager of Sales Engineering. One of th...

Proactive CUSTOMER EXPANSION Strategies

#CustomerExpansion #CustomerSuccess In this CS Executives Roundtable event, CSM Practice featured the Customer Success Leadership of Verifor...

Leveraging Customer Success to Increase Expansion Opportunities

Chances are that some of your customers are ripe for an upsell opportunity. Do you know how to properly identify these customers? Or are you...

How to Develop A CUSTOMER SUCCESS PROGRAM

#CustomerSuccess #Program Irit Eizips, Chief Customer Officer & CEO at CSM Practice, gives you tips on how you can develop a Customer Succes...

Data-Driven EXPANSION SELLING Strategy Framework

#csmpractice #ExpansionSelling #CustomerSuccess 🔴 Want to embark on an expansion selling initiative? 🔴 Not sure where to start? In this sh...

How to identify 4 growth processes of expansion sales for customer success | Sales as a Science #11

In this video you will learn that expansion sales has four sub growth processes we need to understand based on a simple two by two: = Renewa...

Driving High Velocity Retention and Expansion - Customer Success Summit 2018 (Track 3)

Speaker: Guy Marion, Former CMO, Autopilot, currently EIR, Matrix Partners. View the presentation: https://www.slideshare.net/totango/drivin...

Managing the Customer Journey to Accelerate Account Expansion

Architecture of Expansion Revenue: How to Re-Align Sales and Customer Success for Growth

Revenue Summit 2018 San Francisco Architecture of Expansion Revenue: How to Re-Align Sales and Customer Success for Growth Speakers: Lisa Ha...

Land & Expand: How to Increase Revenue with Customer Success

Part of our Summit On-Demand webinar series. In this webinar, Whitney Hillyer, Director of Customer Success at Bitly shows us how Bitly uses...