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  3. Upsell & Account Expansion
Growth

Upsell & Account Expansion

Touch existing customers about new features, upgrades, and adjacent products — a revenue motion that's chronically under-resourced in most companies. Not anymore.

22% upsell conversion rate
3x more customer touchpoints per quarter
Expansion revenue on autopilot
Get Started with Upsell & Account Expansion

How It Works

Three steps to automate this motion with TalkWise.

01

Identify Expansion Signals

Usage milestones, plan limits, or feature requests trigger upsell outreach via TalkWise.

02

AI Calls with Context

The agent references the customer’s usage, introduces relevant upgrades, and gauges interest.

03

AE Gets a Warm Handoff

Interested customers are booked with your account executive, with full context on what they need.

Before vs After TalkWise

See the transformation when AI handles this motion.

Before

Expansion outreach happens quarterly (if at all)

After

Every signal triggers a timely call

Before

CSMs too busy to upsell

After

AI handles the outreach, CSMs close

Before

5–10% upsell conversion

After

22% conversion with AI outreach

Ready to automate upsell & account expansion?

See how TalkWise handles this motion for your team. Book a demo and we'll show you results in minutes.

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