client-ascension
Turn won clients into your biggest revenue source. Structured post-sale playbook for upsells, cross-sells, retention, and LTV maximization.
Inputs
- client-context — Client outcomes, current engagement, health signals, needs, and applicable company offerings.
- offerings — Canonical offerings catalogue used to identify upsell and expansion paths.
- engagement-evidence — Delivery, adoption, satisfaction, risk, and relationship evidence for the client.
- renewal-context — Contract timing, delivered value, open risks, stakeholders, and renewal objective.
How you ask
- Build an ascension map for our AI transformation clients — what's the natural upsell path?
- Create a 90-day retention playbook for our new enterprise client
- Write a renewal conversation script for a client whose project ends next month
- Build a re-engagement sequence for clients we haven't spoken to in 6 months
- What's our highest-leverage LTV move right now?
Outputs
- ascension-map (markdown)
- reengagement-plan (markdown)
- renewal-script (markdown)
- retention-playbook (markdown)
- {scope}/60-SALES/ascension-map-{client}-{date}.md
- {scope}/60-SALES/reengage-{client}-{date}.md
- {scope}/60-SALES/renewal-script-{client}-{date}.md
- {scope}/60-SALES/retention-playbook-{client}-{date}.md
Levelbeginner
Inputconversation
Outputdocument
Setup[none]
Roles[Head of Sales]