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Section 14 · Business Dev

Business Development: upsells, cross-sells, retention, expansion

The cheapest customer is the one you already have. Expand revenue without new logos.

Agency
Consulting
Sales

Why it works

Acquiring a new client costs 5-7x retaining one. Expansion revenue is pure margin.

Connects to

Agency
Consulting
Sales

When to use it

Every client review — quarterly minimum.

When NOT to use it

Don't upsell before the current scope delivers results. Earn the right.

How to use it

  1. Quarterly business review with every client — show wins, identify gaps.
  2. Map every client to: services they use vs services you offer (gap = upsell).
  3. Build a referral incentive: 10% credit or one free month for each referral.
  4. Annual renewal with a price increase of 5-10% baked in.
  5. Document a 'land and expand' playbook for the team.

Examples

Upsell

Client buys SEO → add Content Production (3x revenue per client).

Cross-sell

Client buys Ads → add Landing Page CRO (margin booster).