Keep and Upsell the Right Customers
Learn to keep revenue, prioritize and upsell customers, and gather valuable insights to start building your sales strategy.
Course curriculum
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2
🧭 Who is Your New Ideal Customer?
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📖 Introduction & Deliverables
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📖 Why Updating Your Ideal Customer Matters, Now
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🔄👩🏾🏫 REFRESH: What is an Ideal Customer Profile?
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📝 EXAMPLE: Transcript.io Ideal Customer Profile [BEFORE]
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📄 TEMPLATE: Ideal Customer Profile
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🎥 WATCH: Build Your New Ideal Customer Profile
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🔨 Build: Create Your New Ideal Customer Profile
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📝 EXAMPLE: Transcript.io Ideal Customer Profile [AFTER]
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☎️ Next steps & Feedback
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3
🔬 Prioritize and Segment Your Customers
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📖 Introduction & Deliverables
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🎥 Part 1: Gather Relevant Customer Information
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📄 TEMPLATE: Disco Call Notes
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🎥 Part 2: Prioritize Customers by ICP
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🔨 Build: Prioritize Customers by ICP
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📖 Part 3: Segment Customers by Business Trajectory
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🔨 Build: Segment Customers by ICP and Business Trajectory
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☎️ Next steps & Feedback
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📚 EXTRA: Customer Segmentation Reading
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📚 EXTRA: No Customer Notes?
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4
⚡ Create your Action Plan
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📖 Introduction & Deliverables
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☑️ Your Business Health Checklist
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🔨 Build: Business Health Checklist
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📖 Action Plan for Growing Customers
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📄 TEMPLATE: Communication Plan for Growing Customers 🚀
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📖 Action Plan for Struggling Customers
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📄 TEMPLATE: Communication Plan for Struggling Customers 🚨
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📖 Action Plan for Status Quo Customers
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📄 TEMPLATE: Communication Plan for Status Quo Customers 🚧
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☎️ Next Steps & Feedback
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5
🏁 Course Summary: Keep and Upsell the Right Customers
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🏁 Course Summary: Keep and Upsell the Right Customers
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