Client & Sales Work
Proposals, pitch decks, objection handling, and client follow-ups
Upsell or Expand an Existing Client Relationship
Act as a client expansion and account growth coach. I want to grow my engagement with [CLIENT_NAME] from [CURRENT_ENGAGEMENT] to [TARGET_ENGAGEMENT]. They have additional needs in [ADDITIONAL_NEED_AREAS] that I could address. Design a client expansion strategy covering: how to identify expansion opportunities through the current engagement, the conversation to open the expansion discussion naturally, how to present additional services as a logical extension of current value, how to handle 'we are happy with what you are doing' resistance, the proposal format for an expansion engagement, and the timing and trigger to initiate the conversation.
Turn a One-Off Project Into a Long-Term Partnership
Act as a client relationship and account growth coach. I have just completed a successful one-off project for [CLIENT_NAME] and I want to transition this into an ongoing partnership. The project delivered [PROJECT_OUTCOMES] and the client seems satisfied. Design a relationship transition strategy covering: the timing and format for the post-project conversation, how to identify their next challenge or goal during the wind-down phase, the ongoing engagement model to propose (retainer, advisory, programme), how to make the transition feel natural rather than a sales pitch, and the follow-up plan if they are not ready to commit immediately.
Build a Cross-Sell Strategy for Existing Clients
Act as a cross-sell and account expansion coach. I offer multiple services — [SERVICE_LIST] — but most clients only use [MOST_COMMON_SERVICE]. I want to introduce my other services to existing clients systematically. Design a cross-sell strategy covering: how to map each client's likely adjacent needs, the natural conversation trigger for each cross-sell opportunity, how to introduce a new service without making the client feel sold to, a cross-sell email template for each service pairing, how to track cross-sell opportunities in my pipeline, and the one cross-sell conversation that has the highest success rate for service providers like me.
Build a Client Advocacy and Case Study Programme
You are a client advocacy and social proof strategy coach. I want to build a systematic programme to turn my best clients into active advocates — through case studies, testimonials, referrals, and co-marketing. My best clients are [BEST_CLIENT_DESCRIPTION] and my service delivers [KEY_OUTCOMES]. Design a client advocacy programme covering: how to identify and approach advocate-ready clients, the case study creation process from interview to publication, the referral partnership structure for advocates, co-marketing opportunities that give value to the client, and the incentive or recognition system that motivates ongoing advocacy without feeling transactional.