Expansion and upsell campaigns
Help existing customers discover the next product or service that fits. Levered builds expansion campaigns around customer needs, purchase history and sales follow-up.
LearnZillion needed more than attention from school districts
The team wanted to reach major districts while serving smaller opportunities the existing sales motion could not cover. Tracking and handoffs needed to work before more spend could be useful.
Anthony connected account-based campaigns across more than 25 products to executive reporting, in-app upsell and order-to-CRM automation. The career record attributes 28% of new business to the growth program and reports 2,040% ROAS.
Prior career work at LearnZillion. Historical program-reported attribution, not a forecast or an independent audit. Its subsequent acquisition is not evidence that marketing alone caused it.
Read the case study and measurement contextWhat the work involves
Scope of work
- 1.Define eligible customer segments
- 2.Match offers to actual needs and usage
- 3.Coordinate customer communication and sales handoffs
What we need to begin
- 1.Product usage, customer history and clear offer eligibility
How we evaluate progress
- 1.Expansion opportunities, realized purchases and customer experience
What you get
- An eligibility and next-offer map
- Expansion messages or sales material
- A record of qualified opportunities and realized outcomes
- Customer access and product fit matter. Do not count all revenue in a contacted account as revenue caused by the campaign.
Where we might start
Identify an existing-customer segment with a specific unmet need, then coordinate an appropriate next offer with the team managing the relationship.
Common questions
How do you avoid pushing irrelevant offers?+
Use eligibility and behavior to define who benefits. Track the customer response and coordinate with the team already responsible for the account.
Who owns the customer conversation?+
Agree that with customer success or sales before launch. Marketing can support the message and targeting while the existing relationship owner retains the agreed role.
Related services and evidence
Revenue
Help sales reach the right accounts and move opportunities forward. Levered supports account-based campaigns, outbound, sales materials and customer expansion.
Account-based marketing
Reach the companies you want to win with campaigns built around their needs. Levered connects account research, relevant content and sales follow-up.
Outbound, pipeline and sales automation
Build an outbound process your sales team can follow. Levered connects account research, outreach workflows and CRM handoffs, with review before messages are sent.
Sales collateral and enablement
Give salespeople materials that help a buyer make a decision. Levered develops presentations, case studies and follow-up content around the questions that come up in real deals.
LearnZillion Account-Based Marketing and Attribution Case Study
As Growth Manager at LearnZillion, Anthony Sledge built account-based marketing, attribution and sales handoffs. His career account reports 28% of new business at 2,040% ROAS; the company was subsequently acquired. The acquisition is context, not an outcome attributed to this program alone.
Let’s talk about what you need
Tell us what you need to change. We’ll talk through the work and whether Levered is a fit.
Book a callRather talk? Call (310) 745-0014 anytime.