On-Demand Webinar: The Fundamentals of Customer Expansion: Part 3
On-demand webinar with Kristi Faltorusso and Rob Zambito on running customer expansion as a scalable program: 30-60-90 plans, pipeline, and the metrics.
TL;DR
- Part 3 of The Fundamentals of Customer Expansion focuses on running expansion as a scalable, repeatable, and measurable program.
- The session covers building a 30-60-90 plan, coaching the team, managing up to leadership, and handling nuanced situations like comp planning or making the case for an upsell AE.
- It also digs into pipeline management, forecasting, and the dashboards and metrics that prove expansion is working.
CLIENTSUCCESS WEBINAR SERIES:
Hosted by Kristi Faltorusso, CCO, ClientSuccess
Guest: Rob Zambito, Founder & CEO, Success Scaled Consulting
**Original Webinar Date: Tuesday, May 27th 2025
**
After kicking things off with Confessions of a Reluctant Salesperson, we're back with part 3 of the series, digging into both the strategic aspects of expansion.
Part 3 : Pipeline, Playbooks, and Proving It Works
This is a strategic session, and we’ll pick up where we left off: starting with the playbook and moving into how to grow expansion as a scalable, repeatable, measurable program. We’ll walk through how to build a 30-60-90 plan, coach the team, manage up to leadership, and navigate nuanced situations like comp planning or making the case for an upsell AE. We’ll also dive into pipeline management, forecasting, and the dashboards and metrics that matter.
Speakers
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