CSM Practice - The Customer Success Podcast cover image

CSM Practice - The Customer Success Podcast

Uplevel Your QBRs to Double Your Upsell Revenue

Jan 3, 2025
Stijn Smet, Head of Customer Success at Whale and one of the top 100 Customer Success Strategists, shares his insights on maximizing upsell revenue. He discusses transforming Quarterly Business Reviews into engaging conversations that leverage product usage data. Stijn emphasizes the importance of ROI calculators and authentic communication to drive upsell opportunities. He highlights how effective customer success strategies can surpass traditional sales methods, ultimately shaping a more collaborative approach to customer engagements.
35:18

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Emphasizing data-driven strategies and customer engagement during QBRs can significantly uncover upsell opportunities and foster stronger client relationships.
  • Utilizing ROI calculators to illustrate the value of products effectively drives upsell discussions and helps demonstrate significant impacts on client operations.

Deep dives

Harnessing Existing Customers for Growth

Businesses should shift their focus from solely acquiring new clients to maximizing revenue from their existing customer base. The speaker emphasizes the importance of nurturing relationships with current clients to generate upsells, which can yield more revenue than new sales. By providing exceptional service and demonstrating value, customers become advocates for the brand, ultimately fostering loyalty and increasing overall profits. This approach not only lessens dependency on new business but also builds a stable foundation for sustainable growth.

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