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The conversation delves into the concept of customer success and its direct correlation with business expansion. It emphasizes the importance of understanding customer journeys and creating structured paths for customers to achieve success, which in turn leads to increased consumption of services or products. The discussion highlights the need for businesses to recognize progress milestones in the customer lifecycle and to orchestrate opportunities for expansion proactively. Takeaways Expansion is a natural progression for successful customers. Customer success is defined by the success of the customers themselves. Building an Ascension path can enhance customer journeys. Recognizing progress milestones can lead to expansion opportunities. Orchestrating customer experiences ahead of time is essential. Offering additional services at milestones can increase consumption. Understanding customer needs is crucial for business growth. A structured approach to customer success can drive revenue. Proactive engagement with customers fosters loyalty and retention. Customer journeys should be mapped to identify growth opportunities. Contents 00:00 – Welcome to SaaS Therapy & Lincoln Murphy Intro 02:10 – Why Expansion Should Be a Natural Outcome of Customer Success 06:11 – Control the Controllables & Eating Customer Complexity with AI 14:26 – Who Should Lead Upsell: CS vs Direct Sales 17:50 – Enterprise vs SMB: Where to Start Your Expansion Motion 19:48 – “Upsell Will Ruin My Relationships” (And Why That’s Wrong) 23:49 – $20K AI Bill Story & The Danger of Wrong-Time Upsells 33:14 – Two Big Misconceptions About Expansion Programs 41:55 – Homework: Map Progress Milestones & Use AI to Accelerate Them Resources Connect with Casey Connect with Todd Visit the show page Get to know BrainStorm Credits Show direction: Debra Wilson Show design: Kensie Smith Show manager: Jenna Mollinet