RETAIN & EXPAND CLIENTS

MOST IMPORTANT GOAL EXAMPLE

Maintain Revenue from Existing Assignments above $10M

DESCRIPTION

Truly capitalizing on existing opportunities is often an effective way to gain profitable growth. By spotlighting retention & expansion, this MIG will promote focus on upsell & cross-sell activities on existing deals.

KEY ACTIVITY EXAMPLES

DESCRIPTION

Purpose to continuously present upsell proposals to existing customers. While the main focus typically is to drive increased sales, many teams underestimate the positive effects this activity gives on customer satisfaction.

DEFINITION OF DONE

Presented proposals.

UNIT

Business Proposals

DESCRIPTION

Purpose to create a consiousness and proactivity around assignments that are lapsing or by other reasons can be renegotiated. Suggestions for the next step of business can be given to the customer in foresight to create longer lasting partnership.

DEFINITION OF DONE

Pitched extension of assignments to customers.

UNIT

Proposal

DESCRIPTION

With focus in sustaining & expanding existing clients, this Key Activity aims at creating continuity in customer-dialouge. This could be on more businesslike and strategical term than that of everyday basis.

DEFINITION OF DONE

Reached out to clients for check-ins.

UNIT

Customers