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    • Action plan

    Identifying growth opportunities in your current customer base

    Medium effort

    High impact

    Starting at the bottom of your sales funnel is a great way to increase revenue. What new opportunities can you find to help your existing customers? Market research is easier because you have existing relationships and the cost of sale is likely to be lower because you don’t need to reach a new audience.

    Start this Action Plan
    • We’ve designed our action plans to be completed in the order of steps laid out and explained why each step is important
    • Customising your action plan lets you set your own completion dates, assign tasks to others and get notifications
    • Helpful tools are provided for certain steps while a tracking metric at the end will help you determine the long-term success of your effort
    • A downloadable PDF version of each action plan is available if you’d like to compete it offline
    What's involved? Ways to use this action plan Measuring impact

    What can I do with this Action Plan?

    Start this Action Plan

    Add some extra information to this plan and we’ll help you get it done.

    Get started
    • We’ve designed our action plans to be completed in the order of steps laid out and explained why each step is important
    • Customising your action plan lets you set your own completion dates, assign tasks to others and get notifications
    • Helpful tools are provided for certain steps while a tracking metric at the end will help you determine the long-term success of your effort
    • A downloadable PDF version of each action plan is available if you’d like to compete it offline

    Download and print

    Get a printable template for this Action Plan, fill it in with some target dates, and share it with your team. Pin it on the wall where everyone can see it.

    Get the printable Action Plan

    Learning Groups

    We also run Learning Groups on these topics where you can join other leaders tackling the same challenges.

    Find a Learning Group

    How will I know if my action plan is working?

    Average sale size

    Deal size shows how well you're monetising customers

    Why this metric?

    Increasing spend per customer drives revenue with minimal additional marketing cost.

    How do I start tracking?

    Use your CRM or ecommerce platform to get data on average sale or deal value. Start recording the trend and think about building it into your KPIs.