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client-ascension

Turn won clients into your biggest revenue source. Structured post-sale playbook for upsells, cross-sells, retention, and LTV maximization.

  • Area: Sales & Clients
  • Category: sales
  • Level: beginner
  • Input: conversation
  • Output: document
  • Setup: none
  • Roles: Head of Sales

Maximizes revenue from existing clients through structured upsell/cross-sell mapping, retention playbooks, renewal conversations, and LTV optimization.

How you ask

  • “Build an ascension map for our AI transformation clients — what's the natural upsell path?”
  • “Create a 90-day retention playbook for our new enterprise client”
  • “Write a renewal conversation script for a client whose project ends next month”
  • “Build a re-engagement sequence for clients we haven't spoken to in 6 months”
  • “What's our highest-leverage LTV move right now?”

Inputs

  • client-context — Client outcomes, current engagement, health signals, needs, and applicable company offerings.
  • offerings — Canonical offerings catalogue used to identify upsell and expansion paths.
  • engagement-evidence — Delivery, adoption, satisfaction, risk, and relationship evidence for the client.
  • renewal-context — Contract timing, delivered value, open risks, stakeholders, and renewal objective.

Outputs

  • ascension-map (markdown)
  • reengagement-plan (markdown)
  • renewal-script (markdown)
  • retention-playbook (markdown)
  • {scope.sales}/ascension-map-{client}-{date}.md
  • {scope.sales}/reengage-{client}-{date}.md
  • {scope.sales}/renewal-script-{client}-{date}.md
  • {scope.sales}/retention-playbook-{client}-{date}.md