Grow · Client onboarding and upsell automation

Earn more from every customer.

Onboard well, spot the accounts ready for more, and win back the ones going quiet.

Book a free auditSee the systems
Day 1onboarding starts the moment they sign
3 systemson every customer you've won
Earlywarning on accounts going quiet
The problem

Most revenue is lost after the sale. Quietly.

Onboarding depends on who remembers, nobody notices the account that's ready for more, and the ones drifting away are only spotted when they cancel.

Without a system
  • Onboarding run from memory, different every time
  • Upsell left to whenever someone thinks of it
  • Quiet accounts noticed only when they leave
  • Happy customers never asked for a review or intro
With Grow
  • Every new client onboarded the same way, from day one
  • Accounts ready for more flagged to the right person
  • Accounts going quiet spotted early and won back
  • Reviews and referrals asked for at the right moment
The solution

Three systems. More from the customers you have.

Most teams start with onboarding, where a good start decides who stays. Upsell and referrals follow once clients are settled in.

System 01 · Onboarding

A great start, every time.

The moment a deal is won, onboarding runs on its own: welcome, kick-off, access and the first check-in, with reminders for anything that stalls. Every client gets the same good start.

What's included
  • Welcome emails and kick-off booking
  • Checklists that chase themselves
  • Handover notes from the sales call
  • A 30-day review on the calendar

You getClients get value sooner, and stay longer.

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System 02 · Reactivation and upsell

Spot who's ready for more, and who's drifting.

We watch usage, replies and renewal dates. Accounts showing signs of growth are flagged with a reason to talk, and accounts going quiet get a timely nudge before they're lost.

What's included
  • Signals from usage, billing and your CRM
  • Upsell flags with the reason attached
  • Win-back sequences for quiet accounts
  • Renewal reminders well ahead of time

You getMore revenue from accounts you already have.

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System 03 · Reviews and referrals

Let happy customers bring the next ones.

Requests go out after good moments, like a strong results review or a renewal, not on a fixed schedule. Happy clients are asked for a review or an intro, and every referral lands in your pipeline.

What's included
  • Review requests timed to good moments
  • Referral asks with an easy way to intro
  • Referred leads tracked in your CRM
  • Testimonials collected for your site

You getMore proof, and more warm introductions.

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How it runs

Live in about 30 days. Tuned every week after.

You agree the brief and approve the copy. We build it, run it inside your accounts and report what moved.

  1. 01Week 1

    Brief

    We map how clients are onboarded today, what signals growth or risk, and when they're happiest.

  2. 02Weeks 2–3

    Build

    Onboarding flows, account signals and review requests wired into your CRM and the tools you use.

  3. 03Week 4

    Launch

    Live on every new and existing client. Flags start reaching the right people straight away.

  4. 04Every week after

    Tune

    We check which flags led to revenue, adjust the signals and refine the timing.

FAQ

Grow, answered.

What people ask before they start. Anything else, ask us on the call.

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01Will clients feel like they're being sold to?

No. Upsell flags go to your team, not straight to the client, so a person decides when and how to raise it. The client only sees helpful check-ins.

02How do you know an account is ready for more, or going quiet?

From signals we agree with you: usage, replies, billing, support tickets and renewal dates. You see the reason behind every flag, and we tune them against what actually happened.

03Do we need a customer success platform?

No. We work with the CRM and tools you already use, such as HubSpot, and add onboarding, signals and requests on top.

04When do review requests go out?

After good moments, such as a strong results review or a renewal. Never on day one, and never to an account that's flagged as unhappy.

05Do we need all three systems?

No. Most teams start with onboarding. Upsell and referrals are added once clients are settled in.

06Who owns the flows and the data?

You do. Everything is built in your accounts, so the flows, signals and customer data stay with you if we stop working together.

See where your time leaks.

30 minutes. We map the two or three fixes worth making. You keep the map.

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