Uncover Expansion and Cross-Sell Opportunities

Our new survey question helps you discover your clients' unmet needs so that you can act on them to increase revenue.

Expanding revenue from existing clients is important for every business to grow and meet their goals. But do you know what else your customers need, or could want? Our Expansion Question is built directly into the satisfaction surveys you already send, making it easy to ask and find out exactly how your services can meet your clients' needs and exceed their expectations.

The Expansion Question is:

✅ Easy to activate

✅ Fully customizable

✅ Includes built-in follow-up

✅ And email alerts when a client answers this question

How It Works

1. Key Contacts are prompted to fill in / edit their Expansion Question on the opt-in screen that pops up in the dashboard (or snooze it for now and come back later after discussing with your team).
2. Our system automatically populates the Expansion Question into the survey/s selected on the opt-in screen. All survey takers who give an NPS score of 7 or higher will be shown the question by default (Enterprise customers can edit this logic).
3. The contacts from your firm who have permission to view surveys are automatically enrolled to receive email notifications every time someone answers this question in their survey, as well as a monthly summary email of survey takers who have answered the Expansion Question (You can edit which of these emails users receive under Company Settings -> Users -> Notifications -> Expansion Opportunities. Or click here)
4. View a list of the clients that have answered the Expansion Question in the dashboard, then follow-up with them using our automatic email generator
5. Start watching the new expansion opportunities roll in after your survey launches!

Below are some screenshots. Scroll down for FAQ's.