Upselling and Cross-Selling Without Damaging Customer Trust

The opportunity to drive growth through upselling and cross-selling is exciting and delicate. When done right, these conversations deepen relationships, increase Customer Lifetime Value (CLTV), and reinforce your role as a strategic partner. The key lies in timing, relevance, and a deep understanding of customer needs. In this CS Mastermind, host Andrew Marks and three CS professionals--Corinne Stanley, Michaela Carpenter, and Guy Galon--explore how to upsell and cross-sell in Customer Success without damaging the customer relationship. During the live event, the panelists discussed: Identifying when a customer is ready for an upsell or cross-sell conversation Ensuring that upsell or cross-sell recommendations are aligned with the customer’s goals Effective language and timing for value-based sales conversations Strategies to build confidence in initiating value-based sales conversations Using success planning and QBRs as platforms for introducing expansion opportunities Measuring the impact of expansion efforts on customer health and trust over time By the end of the learning session, you’ll have lots of good advice and tips on upselling and cross-selling without impeding the customer relationship. --------------------- Get more Customer Success resources: Check out the calendar of FREE live learning events: https://successcoaching.co/customer-s... Enroll in an instructor-led Customer Success training program: https://successcoaching.co/training-c... Start an on-demand Customer Success training program for individuals https://successcoaching.co/solo-custo... or teams: https://successcoaching.co/team-custo... Transform your Support team into a strategic growth driver: https://successcoaching.co/customer-s... Read educational articles on our blog: https://successcoaching.co/customer-s... Follow SuccessCOACHING on LinkedIn:   / successhacker   --------------------- About Us: SuccessCOACHING is reinventing the Customer Success training experience for CS Leaders, Customer Success Managers, and aspiring CSMs. Learn more about how SuccessCOACHING can help you or your Customer Success team at successcoaching.co. #CustomerSuccess #CareerDevelopment #CustomerSuccessTraining