juma-upsell-finder

What problem does it solve?

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.

Core Features & Use Cases

• Analyze client services vs agency capabilities to map gaps and cross-sell opportunities.
• Assess performance signals to identify scalable channels and high-ROI opportunities.
• Monitor competitive activity to create urgency and tailor expansion recommendations.
• Use case: During a QBR, present a prioritized upsell plan with talk tracks and projected revenue.

Quick Start

Run a client review to generate a prioritized upsell list with talking tracks and projected revenue impact for the next QBR.