Expansion Planning & Execution

PROGRAM DESCRIPTION

Join Sales Assembly and Erica Phelps for Expansion Planning & Execution, part of the Expansion Selling certification.

This program focuses on a structured framework for recognizing and activating expansion opportunities. Participants learn to assess account maturity, uncover whitespace, and align cross-functional resources. Emphasis is on positioning new offerings in ways that match evolving customer needs and drive timely growth.

WHAT YOU’LL WALK AWAY WITH

• A structured expansion framework: a repeatable way to recognize and act on expansion opportunities.
• Account maturity first: assess where the account is before you push for growth.
• Find the whitespace: uncover where the customer could get more value that they aren’t getting today.
• Line up your own team: align cross-functional resources behind the expansion plan.
• Fit the offer to the moment: position new offerings around how the customer’s needs are changing, so growth lands on time.
• A learner takeaway guide with two exercises for that week and ready-to-use AI prompts.

FROM A PREVIOUS SESSION

117 attended ◦ 4.14/5 average rating

“Loved the new business vs existing business conversation. Two completely different sides of sales, and there are certain ways to approach both to get the result you’re after.” National Account Manager

Watch a clip from the last session

ADDITIONAL INFO TO KNOW

This program was built in collaboration with one of our Executives-in-Residence. To earn the certification, complete all required live programs (in any order) and be live on Zoom for at least 40 minutes of each. The program is open to all employees of Sales Assembly member companies who are logged in to their account (for help, email support@salesassembly.com), and all registrants comply with our Terms and Conditions.