Account-to-Expansion
A run starts when there is reason to believe an existing customer should be buying more: usage against a limit, a new team adopting what they have, a product they do not own, a change in their own business. The processes here spot the opening, test with the people who would live with it whether it is real, plan the approach with whoever owns the relationship, and open a deal that then runs through the same discovery, proposal and closing streams as any other. What is particular here is the start, not the middle. A renewal that grows is still a renewal; a separate decision to buy is an expansion.
vs/sls/account-to-expansion v1The processes
The processes in this stream
Open an Expansion Deal
Starts withan opening is marked pursue
Ends whenthe deal is open and with discovery, or the opening is closed with a reason
Activities inside
- Take in the Recorded Opening
- Re-Read the Account
- Confirm the Opening Still Holds
16 activities · 52 blanks to fill · 3 human gates
Spot an Expansion
Starts witha signal says an account should be buying more
Ends whenthe opening is written down with its evidence and the decision
Activities inside
- Take in the Signal
- Check the Account Is Approachable
- Read What They Already Own
16 activities · 59 blanks to fill · 2 human gates