When the strategist is running the planning workshop, which of the following is a great practice to encourage the client to upgrade to a larger engagement package?
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Correct answer: Show them which action items on the wishlist could be implemented this cycle if they were to upgrade..
Why this is the answer
Showing the client which wishlist action items could be implemented immediately with an upgraded package directly demonstrates the tangible value and benefits of a larger engagement. This approach focuses on their specific needs and desired outcomes, making the upgrade a clear solution to achieving more of their goals sooner. Bringing a sales rep into each workshop can disrupt the strategic flow and make the client feel pressured, shifting the focus from collaboration to a sales pitch. While showing work done for other upgraded clients can be helpful, it's less impactful than demonstrating how an upgrade directly benefits their current project. Reading blogs about best practices, while informative, doesn't directly link to their immediate project needs or provide a compelling reason to upgrade their current engagement.
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