Lead Generation
Opportunity Qualification
Presentation
Negotiation & Closing
Account Management
Up-Selling & Cross-Selling
You know the old saying, "it's easier to sell more to an existing customer than to find a new customer". While up-selling and cross-selling do form the path to increasing revenue from your existing accounts, in a B2B context it's just not as simple as asking “do you want fries with that?”
​
In this module, we turn up-selling and cross-selling upside down and learn how we can set our customer's expectation to 'grow with us' early on in the sales cycle, and make up-selling and cross-selling a natural part of the customer lifecycle. We'll take a close look at the entire customer journey, identify milestones in that journey for up-selling and cross-selling, and then build a vision for customers in the form of a Customer Road-Map. Participants will also learn best practices for internal and external communication to keep their customers aligned and on-track toward completing their road-map and realizing their vision.
COURSE DETAILS
Live training format
​
3 lessons
5 Hours completion time​
​​
Individual Coaching included
​
​
After completing this course, you will be able to:
-
build a customer road-map
-
identify the key points in the customer journey to up-sell and cross-sell
-
apply communications principles for up-selling and cross-selling your customers
COURSE CURRICULUM
1.
The Customer Road-Map
-
Defining 'up-selling' and 'cross-selling'
-
The customer journey
-
Identifying up-sell and cross-sell milestones
-
Exercise: Creating a Customer Road-Map
Stephen Gonzalez
2.
Communication Tactics
-
Building and communicating the business case for your Customer Road-Map
-
Incorporating Account Management communication best practices
-
Working successfully with supporting teams
-
Assignment: Set a Customer Road-Map discussion with 5 customers
Kevin Legg
3.
Role Play
-
Communicating the business case for your Customer Road-Map
Stephen Gonzalez & Kevin Legg