Expansion is the key to growth.

Stop wasting time on bad deals and futile churn initiatives.

With our playbooks you can build revenue the right way— through healthy, successful, expanding customers.

Foundations Course

Start approaching things differently. After completing the Foundations Course, you will have the tools and direction you need to establish a truly customer-focused approach. This will drive more sales, higher retention, and greater expansion.

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Playbooks

Ready-made templates with video walkthroughs for everything you need to sell, onboard, and expand successful customers.

Coaching

Catered conversations to address your specific needs and help build your team’s customer playbook.

Newsletter

Actionable insights that drive customer results and expansion, posted here or delivered straight to your inbox.

  • This playbook has unlocked countless possibilities for me in my role. I am now able to enter any client conversation armed with tools to strategize with my clients, guide them to success, and create urgency for expansion. By following this framework I increased my expansion revenue by 16% year-over-year with no new products to sell.

    Mike Binks, Customer Account Executive @ Revver

  • They waste no time in helping you create a resource that you’ll be able to take action on that same day. If you’ve been looking for something that will really move the needle in your organization, look no further!

    Addison Reid, Customer Success Manager @ Social Climb

  • Training with Expansion Playbooks helped me secure a promotion as I transitioned from support into an onboarding role. The training also helped me tackle my new role with confidence, while also knowing how to come in and revitalize our existing processes.

    Oscar Jeppson, Onboarding Success Manager @ Clientbook