intermediate · 60–60 min
The Revenue Expansion Strategy Session
Unlock hidden revenue within your existing customer base through structured expansion.
About this session
Teams often expend massive effort chasing new leads while overlooking the untapped growth potential already sitting in their customer portfolio. This session moves beyond vague goals by helping sales and marketing teams identify specific upsell and cross-sell opportunities within their existing accounts. You will walk away with a prioritized list of expansion targets and a clear owner for each follow-up action.
Why it works
The session forces a direct comparison between current customer health and product gaps, removing the guesswork from expansion strategy. By bringing sales and marketing into the same room to map these opportunities, the structure breaks down silos and ensures that outreach is based on actual account readiness rather than generic sales quotas.
What you’ll walk away with
- Clear actionable outcomes from a 3-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 3 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 Revenue Expansion Strategy Session” — ready to run in minutes, for any workshop, meeting, or team session.