| name | juma-upsell-finder |
| description | Use when reviewing existing client accounts for expansion opportunities, preparing for QBRs, or when leadership asks for organic revenue growth targets. Analyzes service gaps, performance signals, and competitive threats to produce a prioritized opportunity list with estimated revenue impact and talk tracks. |
Upsell & Expansion Finder
Identifies and prioritizes revenue expansion opportunities within existing client accounts by analyzing service gaps, performance data signals, competitive activity, seasonal hooks, and client maturity. Produces a ranked opportunity list with estimated revenue impact, timing recommendations, and ready-to-use talk tracks for presenting each recommendation to the client.
When to Use
- Preparing for a quarterly business review (QBR) and need expansion talking points
- Leadership has set organic revenue growth targets and you need to identify where that growth will come from
- A client's contract is up for renewal and you want to propose an expanded scope
- Performance data reveals a breakout channel that could scale with more investment
- A competitor has launched a campaign in a channel the client is not using
- A client has unused budget at the end of a quarter or fiscal year
- After completing an audit (channel, SEO, content) that reveals adjacent opportunities
- Account team has a gut feeling there is more to sell but needs data to back it up
Prerequisites
- juma-client-context (required) -- client profile, current services, goals, budget, industry, and stakeholder map
- juma-channel-audit (recommended) -- channel performance data and gap analysis
- juma-retainer-review (recommended) -- profitability and scope data for the current engagement
- Access to client analytics and ad platforms for performance data
- Knowledge of the agency's full service catalog and rate card
- Awareness of upcoming seasonal events, industry moments, or cultural tentpoles relevant to the client
Process
-
Review client services vs agency capabilities
- List every service the agency offers across all departments (SEO, paid search, paid social, organic social, content marketing, email marketing, web design/dev, CRO, analytics/reporting, creative services, influencer, PR, video, etc.)
- Map which services the client currently uses and which they do not
- Flag services that are natural complements to what the client already buys (e.g., client buys SEO but not content marketing; client buys paid search but not landing page optimization)
- Note any services the client previously declined and the reason, if known
-
Analyze performance data for scale signals
- Identify channels with strong ROAS or CPA that are not at budget capacity -- these can scale
- Look for channels with improving trend lines (month-over-month growth) that justify increased investment
- Flag channels where the client is active but competitors are outspending or outperforming them
- Identify channels the client is not using where competitors are active and generating visible results
- Check for conversion bottlenecks that a new service could resolve (e.g., traffic is high but conversion rate is low -- CRO opportunity)
-
Check competitor activity
- Review competitor ad libraries (Meta Ad Library, Google Ads Transparency Center) for channels and messaging the client is not matching
- Note any recent competitor campaign launches, new channel entries, or content pushes
- Identify competitor moves that create urgency (e.g., competitor launched a TikTok presence, competitor is bidding on client's branded terms)
- Frame competitor activity as threats the client should respond to, not just observations
-
Identify seasonal and timing hooks
- Map the client's industry calendar: peak seasons, trade shows, product launches, fiscal year boundaries
- Identify cultural and commercial tentpoles relevant to the audience (holidays, awareness months, major events)
- Note any upcoming platform changes, algorithm updates, or regulatory shifts that create urgency
- Flag budget cycle timing -- when does the client set budgets for the next period?
- Match each opportunity to an optimal pitch window (pitch 6-8 weeks before the opportunity needs to be live)
-
Assess budget utilization and client maturity
- Determine if the client is consistently underspending their allocated budget (indicates room for growth)
- Evaluate the client's marketing maturity: are they ready for advanced services (attribution modeling, marketing automation, ABM) or do they need foundational work first?
- Check client satisfaction and relationship health -- upsells are more likely to land with happy clients
- Review the client's growth trajectory: are they hiring, expanding, launching new products? Growth signals increase receptivity
-
Calculate revenue potential for each opportunity
- Estimate monthly retainer or project fee for each identified opportunity using the agency rate card
- Project annual revenue impact for each opportunity
- Estimate the probability of close (high / medium / low) based on client signals, relationship strength, and budget availability
- Calculate weighted revenue (annual revenue x probability) for prioritization
- Note any dependencies (e.g., "CRO engagement requires analytics audit first")
-
Draft talk tracks for each opportunity
- Write a 3-4 sentence pitch for each opportunity that connects the recommendation to:
- A specific client goal or pain point
- A data point or competitive threat that creates urgency
- An expected outcome with a projected metric
- Adjust tone for the intended audience (day-to-day contact vs executive sponsor)
- Include a suggested proof point (case study, benchmark, or test proposal) for each pitch
- Anticipate and prepare responses to the most likely objection for each opportunity
-
Prioritize by likelihood and impact
- Score each opportunity on two axes: likelihood of close (1-5) and revenue impact (1-5)
- Plot on a prioritization matrix and rank accordingly
- Identify the top 3 opportunities to lead with and the sequence for presenting others
- Set a recommended timeline for pitching each opportunity
Output Format
# Upsell & Expansion Analysis: [Client Name]
**Prepared by:** [Account Lead]
**Date:** [Date]
**Current Monthly Retainer:** $[Amount]
**Current Services:** [List]
## Account Expansion Summary
**Total identified opportunities:** [X]
**Estimated additional annual revenue (if all close):** $[Amount]
**Weighted pipeline value:** $[Amount]
**Top recommendation:** [Brief one-liner on the #1 opportunity]
## Prioritization Matrix
HIGH IMPACT
|
Plan & Pitch | Pitch Now
[opportunities] | [opportunities]
|
LOW LIKELIHOOD -------+------- HIGH LIKELIHOOD
|
Backlog | Easy Add-Ons
[opportunities] | [opportunities]
|
LOW IMPACT
See [opportunity-scorecard.md](opportunity-scorecard.md) for the complete opportunity template (case, talk track, proof points, objections, prioritization scoring matrix). Fill in one scorecard per identified opportunity.
## Opportunity #1: [Service/Channel Name]
[Use opportunity-scorecard.md template]
## Opportunity #2: [Service/Channel Name]
[Use opportunity-scorecard.md template]
## Opportunity #3: [Service/Channel Name]
[Use opportunity-scorecard.md template]
---
## Additional Opportunities (Lower Priority)
| # | Opportunity | Type | Est. Monthly Revenue | Likelihood | Pitch Window |
|---|-------------|------|---------------------|------------|--------------|
| 4 | [Name] | [Type] | $[Amount] | [H/M/L] | [When] |
| 5 | [Name] | [Type] | $[Amount] | [H/M/L] | [When] |
| 6 | [Name] | [Type] | $[Amount] | [H/M/L] | [When] |
## Timing Roadmap
| Month | Opportunity to Pitch | Trigger/Hook |
|-------|---------------------|--------------|
| [Month] | [Opportunity name] | [Why this timing] |
| [Month] | [Opportunity name] | [Why this timing] |
| [Month] | [Opportunity name] | [Why this timing] |
## Client Maturity Assessment
See [client-maturity-assessment.md](client-maturity-assessment.md) for the complete foundational/intermediate/advanced maturity framework with characteristics, ready-for services, and assessment checklist.
- **Current maturity level:** [Foundational / Intermediate / Advanced]
- **Ready for:** [List of service types appropriate for this maturity level]
- **Not yet ready for:** [Services that require more foundational work first]
- **Maturity path:** [What needs to happen before advanced services make sense]
## Previously Declined Services
| Service | When Declined | Reason Given | Has Anything Changed? | Re-Pitch? |
|---------|--------------|--------------|----------------------|-----------|
| [Service] | [Date] | [Reason] | [Yes/No -- what changed] | [Yes/No] |
Common Mistakes
- Pitching services the client is not ready for: Recommending programmatic advertising to a client who does not yet have proper analytics tracking wastes credibility. Assess maturity before recommending advanced services.
- Leading with the agency's revenue goals instead of the client's needs: Every recommendation must be grounded in a client benefit. "We want to grow this account" is not a talk track. "Your paid search ROAS is 4.2x and capped at $10k/month -- scaling to $20k at even 3x ROAS adds $30k/month in revenue" is.
- Ignoring timing: Pitching a Q4 holiday campaign in November is too late. Map opportunities to the right pitch windows and work backward from launch dates.
- No data to support the pitch: "You should try TikTok" is an opinion. "Your competitor launched TikTok ads 90 days ago and their engagement rate is 3x their Instagram -- here is what a 60-day test would look like" is a pitch.
- Treating every opportunity as equal priority: A $2,000/month add-on with high likelihood of close is more valuable to pursue first than a $10,000/month opportunity with low likelihood. Weighted pipeline matters.
- Forgetting previously declined services: Pitching something the client already said no to without acknowledging what has changed since then damages trust. Always check the history.
- Not preparing for objections: Every pitch gets pushback. If you do not have a prepared response to "we don't have the budget" or "we tried that before and it didn't work," you are not ready to pitch.
- Pitching too many things at once: Presenting eight opportunities in one meeting overwhelms the client. Lead with the top three, keep the rest in reserve for follow-up conversations.
Related Skills
- juma-client-context -- required foundation for client profile, goals, and current services
- juma-channel-audit -- performance data and channel gaps feed directly into opportunity identification
- juma-retainer-review -- profitability data helps determine which accounts have room for expansion
- juma-competitor-intel -- competitive activity creates urgency hooks for upsell pitches
- juma-case-study -- case studies serve as proof points when presenting expansion recommendations
- juma-proposal -- convert accepted upsell recommendations into formal proposals
- juma-client-qbr -- QBR meetings are the primary venue for presenting upsell findings
