Items tagged
Expansion & Renewals
6 Customer Renewal Templates to Improve Your Retention Process
Expansion & Renewals

6 Customer Renewal Templates to Improve Your Retention Process

These six ready-to-use Customer Success renewal templates will help your team monitor and manage customer renewals and improve retention.

Hiba Amin
October 10, 2025
Beyond Salaries: Decoding Commission Structures for Customer Success Managers
Expansion & Renewals

Beyond Salaries: Decoding Commission Structures for Customer Success Managers

We break down the different kinds of CSM compensation packages, what they consist of, and how to negotiate for the right comp package as a CS professional.

Maria Waida
October 10, 2025
Customer Success at Scale: How to Identify and Prioritize Expansion Opportunities
Expansion & Renewals

Customer Success at Scale: How to Identify and Prioritize Expansion Opportunities

By streamlining your expansion processes, you can spend less time searching for opportunities and more time engaging with customers in productive, value-driven ways.

Samantha David
October 10, 2025
How to Create a CSQL Process to Expand More Accounts (w/ Expert Advice)
Expansion & Renewals

How to Create a CSQL Process to Expand More Accounts (w/ Expert Advice)

Expanding the financial relationship with each customer has become more important than ever. That’s where Customer Success Qualified Leads (CSQLs) come in.

Colleen Kelly
October 10, 2025
How to Implement a Land-and-Expand Strategy That Quickly Grows New Accounts
Expansion & Renewals

How to Implement a Land-and-Expand Strategy That Quickly Grows New Accounts

No matter how great your product is, you can't expect customers to do the work of driving wider adoption for you. You need a well-defined strategy that ensures users and companies take the actions that lead to expansion.

Donna Weber
October 10, 2025
Retention Isn’t Just Maintaining The Status Quo, It’s the Key Driver of Growth
Expansion & Renewals

Retention Isn’t Just Maintaining The Status Quo, It’s the Key Driver of Growth

Client retention is the foundation of growth. Businesses can spend time acquiring new customers, but existing customers are almost always higher quality leads.

Ryan Gould
October 10, 2025
The Do's & Don'ts of Monetizing Customer Success
Expansion & Renewals

The Do's & Don'ts of Monetizing Customer Success

If handled appropriately, charging for Customer Success can be an effective strategy that leads to positive outcomes for a SaaS company and its customers.

Vitally Team
October 10, 2025
The REACH Framework™: An Expansion Process That Really Works
Expansion & Renewals

The REACH Framework™: An Expansion Process That Really Works

Post-sale leaders leave opportunities on the table worth millions of dollars because they lack a systematic way to identify and capture them. That doesn’t need to be the case anymore. 

Rod Cherkas
October 10, 2025
Turning Your First Customers Into Recurring Revenue: A Guide for Startups
Expansion & Renewals

Turning Your First Customers Into Recurring Revenue: A Guide for Startups

Learn how to turn your first customers into loyal, recurring revenue through relationship building, proactive onboarding, and growth-focused Customer Success strategies.

Ian Russell
October 10, 2025
Upselling, Cross-Selling, and Renewals: Understanding and Comparing Three Vital Components of Expansion Revenue
Expansion & Renewals

Upselling, Cross-Selling, and Renewals: Understanding and Comparing Three Vital Components of Expansion Revenue

Expansion revenue helps SaaS companies reach its revenue targets quickly. Learn about the three components of expansion revenue: Upselling, Cross-Selling, and Renewals.

Vitally Team
October 10, 2025
We Asked the Experts: Is There a “Dark Funnel” of Expansion?
Expansion & Renewals

We Asked the Experts: Is There a “Dark Funnel” of Expansion?

“The dark funnel” is an ambiguous channel that draws unattributable sales leads to an organization. But is there a dark funnel equivalent on the post-sales side? We asked a VP of CS, Senior CSM, and Account Manager for their takes.

Olivia Adkison
October 10, 2025

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