The #1 Skill CSMs Need to Drive Expansion Revenue

The Revenue-Driven CSM | Episode 2: Discovery Skills for Expansion Most expansion doesn’t fail because customers don’t want more. It fails because discovery happens too late — or not at all. In Episode 2 of The Revenue-Driven CSM, we break down how top CSMs use ongoing discovery to uncover expansion opportunities long before renewal conversations ever start. In this episode, you’ll learn: • Why traditional “upsell” questions shut expansion down • The 3 levels of expansion discovery revenue-driven CSMs use • How to identify business change, risk, and opportunity • How to bridge discovery into expansion without being salesy • Real-world examples of expansion emerging naturally If expansion feels awkward, forced, or reactive — this episode will change how you approach it. ⸻ 🚀 About the Series The Revenue-Driven CSM is a 10-part series designed to help Customer Success Managers move from relationship management to revenue ownership. ⸻ 👋 I’m Mark Stagi, VP of Customer Success & Services at pclub.io and creator of The Profit Loop newsletter. I help CS teams drive retention, expansion, and real revenue impact. 📩 Subscribe for weekly episodes 💬 Follow me on LinkedIn:   / markstagi   📰 Read The Profit Loop: https://joinprofitloop.com