intermediate · 90–90 min
The Account Growth and Expansion Workshop
Identify upsell and cross-sell opportunities within your existing enterprise accounts.
About this session
Enterprise accounts often hold untapped revenue potential that gets overlooked during routine maintenance and renewal cycles. This workshop provides a structured environment for sales and marketing teams to move beyond surface-level updates and pinpoint specific white space for cross-selling and upselling. Participants leave with a documented plan for expanding their footprint within high-value accounts based on validated gaps in the client’s current stack.
Why it works
The session works by breaking down the complexity of large organizations into manageable segments of product-to-need mapping. It forces a collaborative audit of account health and stakeholder influence, ensuring that expansion strategies are based on objective account data rather than individual assumptions.
What you’ll walk away with
- Clear actionable outcomes from a 4-step facilitated process
- Increased participant engagement and buy-in
- Documented decisions and next steps
- Improved team alignment on the topic
Who it’s for
Sales Leaders, Marketing Teams
Frequently asked questions
Who should facilitate this workshop?
This workshop works best when led by someone comfortable with facilitation. Ideal for Sales Leaders or external facilitators working with sales & marketing teams.
How long does this workshop take?
Plan for 60-90 minutes depending on group size. The 4 activities are designed to flow together smoothly.
Run this session with METODIC
Get the full agenda, activities, timing, worksheets, and a facilitator guide for “The Account Growth and Expansion Workshop” — ready to run in minutes, for any workshop, meeting, or team session.