{"id":2579,"date":"2022-08-10T19:05:32","date_gmt":"2022-08-10T19:05:32","guid":{"rendered":"https:\/\/tridence.com\/blog\/?p=2579"},"modified":"2022-08-10T19:09:08","modified_gmt":"2022-08-10T19:09:08","slug":"seven-tips-to-set-yourself-up-for-success-when-pitching-a-campaign-and-budget-upsell-to-your-clients","status":"publish","type":"post","link":"https:\/\/tridence.com\/blog\/seven-tips-to-set-yourself-up-for-success-when-pitching-a-campaign-and-budget-upsell-to-your-clients\/","title":{"rendered":"Seven tips for setting yourself up for success when pitching a campaign and budget upsell to your clients."},"content":{"rendered":"\n

With budgets tightening for B2B and B2C purchasers around the globe, especially post-pandemic, customer retention<\/a> is critical to thrive and succeed in today\u2019s competitive market. Therefore, incorporating cross-sell and upsell products and services techniques into marketing management is key to your agency\u2019s growth.<\/p>\n\n\n\n

Did you know?<\/strong><\/p>\n\n\n\n

It costs a business five times more to acquire new customers than to keep current ones. -Forrester<\/a><\/p>\n\n\n\n

\"probability<\/figure>\n\n\n\n

Digging Deep Into Your Book of Business<\/h2>\n\n\n\n

There are many approaches to client retention; one of the most critical aspects is how invested a client is with your agency. Do they use one of your products? Or do they use a broad range of your services? The more vested they are, the more loyal they are. Through a campaign budget upsell, you can continue to engage clients\u2019 business performance online, all while meeting your agency\u2019s objective to grow.<\/p>\n\n\n\n

Let\u2019s go through 7 tips to set yourself up for success when pitching a campaign and budget upsell to your clients.<\/strong><\/p>\n\n\n\n

1. Be Relevant and Simple<\/h3>\n\n\n\n

There\u2019s nothing more productive than making upsell conversations casual and customer service-centric rather than like a sale. Piggy-backing off of the client\u2019s current services and products keeps it relevant and more logical to decide to invest. Manage campaign budget upsells as part of the customer experience and watches them prosper.<\/p>\n\n\n\n

Yes, you have many opportunities for your clients to capitalize on, but you don\u2019t want to overwhelm them. Simplicity is essential; focus on one solid upsell strategy that drives to a single valuable call-to-action and will complement the client\u2019s current marketing efforts.<\/p>\n\n\n\n

2. Align With Their Goals<\/h3>\n\n\n\n

Keeping your client\u2019s business goals in mind ensures that everything in your upsell strategy will work like a charm.<\/p>\n\n\n\n

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Showing them how their objectives align with the campaign and budget upsell you are proposing creates the confidence for them to agree to accept it. To stretch it further, if you proactively suggest new objectives to engage them deeper into your pitch, you may be able to close your upsell quicker than you thought.<\/p>\n\n\n\n

If your clients are achieving their goals, perhaps it\u2019s time to set the bar higher by expanding reach and marketing strategy<\/a> to help them grow.<\/p>\n\n\n\n

3. Consider Timing<\/h3>\n\n\n\n

Timing is all and can heavily affect the outcome of your proposal when cross-selling or upselling digital marketing to your clients.<\/p>\n\n\n\n

For example, here are great moments to consider upselling your client.<\/p>\n\n\n\n

Limited Budget<\/h4>\n\n\n\n

Your client\u2019s campaigns could be running at more times during the day and getting higher reach. Proposing an increase in the budget at this time runs smoother, especially if you see excellent performance.<\/p>\n\n\n\n

Renewing services<\/h4>\n\n\n\n

So your client is due for contract renewal, wouldn\u2019t it be a great time to propose to them why an upgrade to their account would be beneficial?<\/p>\n\n\n\n

4. Demonstrate Value; Show the Numbers<\/h3>\n\n\n\n

A question to keep present is, \u201cWhat\u2019s in it for them?.\u201d<\/strong> We all want to know what we gain from investing in something. Be sure to address challenges or pain points you know they have and how the solution you\u2019re proposing makes sense.<\/p>\n\n\n\n

It becomes remarkably more accessible to existing clients because you can show them how the previous budget increases improved results and more conversions for their business. Even go the extra mile by pulling white labeled data from another client account to demonstrate that static ad spending often leads to a decline in competitiveness and overall performance.<\/p>\n\n\n\n

Here\u2019s a way to show clients how ad spend and traffic are directly related to conversions, especially when you have a successful strategy.<\/p>\n\n\n\n

\"cost<\/figure>\n\n\n\n

5. Let Performance Paint the Bigger Picture<\/h3>\n\n\n\n

Pitching without proven results lowers the likelihood of being successful at upselling. So why not increase your chance of succeeding every time by using testimonials, case studies<\/a>, or a report you\u2019ve never showcased to the client before?<\/p>\n\n\n\n

Metrics most of us are guilty of shying away from to show clients are conversions and conversion rate. But why? Well, the common culprit most of the time is poor tracking. Getting tracking in order can go a long way and help you deliver on showing only the results your client is interested in: sales, calls, or signups.<\/p>\n\n\n\n

\"conversion<\/figure>\n\n\n\n

Proving the correlation between conversions and ad spend is often an effective way to jump-start a PPC campaign and budget upsell. <\/p>\n\n\n\n

You\u2019ll want to leverage these to understand the type of campaigns you should upsell to the client. <\/p>\n\n\n\n