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Thursday, June 8, 2023

When the strategist is running the planning workshop, which of the following is a great practice to help encourage the client to upgrade into a larger engagement package?

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  • Bring your sales rep into each workshop for them to explain the pricing of the other service packages.
  • Show them which action items on the wishlist could be implemented this cycle if they were to upgrade.
  • Walk through what you’ve built for other clients who have already made the upgrade.
  • As a group, read through a number of blogs which outline new best practices your team could incorporate if the client upgrades.

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