Land and Expand questions/tactics

Anthony Gaspardi

Hey All,

I'm looking for some resources to help build a framework of questions and tactics to help our CSMs expand within their portfolio. I'm hoping for a little more beyond "Who else would your organization would benefit from this product?". Every industry is different, so having some general guidance as to how to build our own strategy around expansion would be really helpful.

Thanks!

Michelle Wideman

Hi @Anthony Gaspardi, a few things I've had Success with: if you understand what your triggers are for expansion: M&A, IPO, etc being able to set these triggers in a tool like ZoomInfo so you are notified when those action take place or Google alerts it shows you're paying attention to your customers needs and outlining how you can add value. Similar to this would be reviewing customer Annual Reports/Investor calls and mapping out how your product/solution can help them meet their goals/objectives.

Chris Menard

Hello @Anthony Gaspardi. At its core, customer expansion is about understanding other areas your solution can add value. I would start with an understanding of where your customers are vs. where they could be. Do you have customer journeys built? CSM messaging can be focused on showing how you have helped other companies that look similar find additional value with you. Happy to chat if that is helpful.

Bob London

UBR Session with Bob London.pdf

Here's what I use/teach as part of an overall framework for discovery.

Hope you find it useful.

- Bob

ashley_martin

If you know the pain that your product is trying to solve for the customer, you can ask "who else is impacted by (challenge)?" "What effect does that have on...." "What does that result in...."

This can be done as part of your QBR or UBR that Bob suggests. It is a perfect time to understand their current state and what challenges they are still facing. As they open up about their challenges that allows you to dive deeper and find out who else it is impacting.