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.