Account Management💼Sales Agentstandard

Upsell Opportunity Analysis

Analyze [Account Name]'s current implementation to identify and prioritize specific upsell opportunities.

  • Review current state analysis including:
    • Feature utilization patterns by department
    • User adoption trends and growth
    • Business objectives alignment
    • Technical environment assessment
    • Budget cycle timing
  • Map stakeholder landscape for expansion:
    • Decision makers for each opportunity
    • Technical evaluators and influencers
    • Budget owners and approvers
    • End user champions
  • For each identified opportunity:
    • Document specific value proposition
    • Calculate potential ROI and timeline
    • Outline implementation requirements
    • Identify risk factors and mitigations
    • Create stakeholder-specific messaging
  • Design engagement strategy including:
    • Optimal timing for discussions
    • Proof points and success stories
    • Technical validation approach
    • Executive alignment plan