Selling more to existing customers is often more profitable and easier than acquiring new ones.

This is because:
👉 You’ve already paid the upfront marketing costs to acquire the customers.
👉 You’ve already completed the onboarding process, including discovery calls, quotes, and setting them up in your business systems.
👉 The risk is lower that you’ll underquote or end up with a difficult customer, as you already know them well.

Use this spreadsheet to map the products, services, or product ranges you sell to each customer.
This will help you:
✅Identify gaps and, therefore, opportunities to sell more to existing customers.
✅Spot trends, such as customers who buy Product A often also purchasing Products E, F, and G.

Listen to Podcast episode 52  for a deep dive on this topic.