Renewals and Upsells

Running the account review

You will meet with a coach to outline a conversation plan for one of your current clients. Together, you will draft how to present their recent wins, ask about their business updates, and set upcoming goals.

A renewal at risk

You will work with your coach to outline how to handle a client who is thinking about leaving. You will learn how to dig for the true reasons they are unhappy and how to draft a clear recovery timeline.

Opening the upsell

You will meet with your instructor to learn how to connect new offers to your client's existing business targets. You will map out a talk track that highlights the return on investment before discussing any pricing.

Handling a complaint

You will meet with a coach to break down how to handle tough client feedback without getting defensive. You will practice pausing before you speak, taking responsibility for mistakes, and creating a clear action plan to move forward.

Asking for a referral

You will meet with your coach to discuss the perfect timing for requesting a customer introduction. You will practice phrasing your request clearly and making the connection process effortless for them.