Momentum Lab Sprint

Client Budgets: Maximizing Upsell Potential

Enrolling now for February 2–27, 2026

A practical sprint for Sales and Operations leaders who want to understand which customers truly drive growth.

Why This Sprint Matters

Not all customers contribute to the business in the same way.

Some buy year after year and steadily expand their scope. Others stay small, require constant attention, or create friction that eats into margins. Most companies feel this intuitively, but rarely have a clear, data-backed way to see it.

This sprint helps you move beyond gut instinct and anecdotal stories. You'll learn how to use your existing data to understand customer behavior, identify patterns in upsells and repeat work, and evaluate how well each property supports your sales goals. The result is clearer focus, smarter targeting, and more intentional growth.

Who This Sprint Is For

This sprint is designed for leaders who influence sales strategy, account planning, or customer growth decisions. It's a great fit if you:

Your Role

  • Are a Business Development leader, Sales Manager, or Account Manager involved in the sales and growth strategy
  • Own a book of business or influence how accounts are managed and expanded
  • Are responsible for hitting revenue targets without burning out the team

Your Current State

  • Have a mix of customers but limited visibility into which ones are worth deeper investment
  • Rely on intuition to prioritize upsells or renewals
  • Suspect some properties take more effort than they return, but don't have a clear way to prove it

Your Mindset

  • Consider yourself a beginner to intermediate Aspire user
  • Are open to letting data challenge long-held assumptions
  • Can commit ~2 hours per week to structured analysis and follow-through

What You'll Get

By the end of the sprint, you'll have:

Instead of treating every account the same, you'll know where to double down and where to be more selective.

Week-by-Week Breakdown

This sprint is designed to fit into busy sales and operations roles. You're already managing relationships, chasing opportunities, and responding to day-to-day demands. Each week builds on the last, with focused work that fits into about two hours per week.

Week 1: Build the Foundation

Define what property penetration means for your business.

You'll identify the key data points that help describe customer value, such as service mix, upsell history, payment behavior, and account longevity. You'll also locate where this information lives in Aspire and establish a consistent way to view it.

Week 2: Discover and Validate

Pressure-test what the data is actually telling you.

You'll review historical customer patterns, identify inconsistencies or gaps, and assess how reliable your inputs are. This week focuses on understanding why customers behave the way they do and where the data may be misleading.

Week 3: Analyze and Apply

Turn insight into a customer relationship strategy.

You'll segment customers based on behavior and potential, identify where deeper penetration makes sense, and spot warning signs where effort may outweigh return. A 1:1 support call helps you work through a real account scenario and tailor the framework to your role.

Week 4: Sustain and Use

You'll document your approach, decide how often to revisit customer rankings, and identify practical ways to use this insight in sales planning, renewals, and upsell conversations. The goal is clarity.

Personalized Support & Accountability

You'll move through the sprint alongside a small cohort of peers who are thinking critically about customer growth and prioritization.

Support includes:

This isn't a theoretical webinar, it's a hands-on project with accountability built in.

Meet Your Instructors

You'll be guided by practitioners who understand how sales strategy, operations, and data intersect in real companies.

Our focus is on:

Darrin Braun

Darrin Braun

Founder, Beyond the Software

Paula Suda

Paula Suda

Marketing & Momentum Lab Co-Creator

Why It Works

This sprint works because it brings structure to something most teams handle informally.

Panel 1: Define Value Explicitly

You move from vague notions of "good" and "bad" customers to shared, data-backed criteria.

Panel 2: Patterns Over Anecdotes

Instead of relying on isolated stories, you learn to spot trends across your customer base.

Panel 3: Focus Where It Matters

By understanding penetration and behavior, you can concentrate sales energy and customer relations where it's most likely to pay off.

Price & ROI

Sprint Pricing: $600 per person

Typical ROI includes:

Optional add-ons are available for additional 1:1 support or private delivery. The core sprint experience is the same for all participants.

Frequently Asked Questions

Both. Better customer insight supports smarter sales and smoother execution.

No. Identifying gaps and inconsistencies is part of the process.

The sprint provides clarity and options, not mandates. Decisions stay with your team.

Not directly. The focus is understanding behavior and opportunity, not pricing strategy.

Keep Your Momentum Going

This sprint creates a foundation for more intentional sales and account management.

Many participants build on this work with future sprints focused on:

The goal isn't just insight, it's better focus, better conversations, and better growth decisions.

Reserve My Spot

Ready to see your customers more clearly and make smarter growth decisions? Register for this sprint and we'll send you all the details and next steps.

Register Now

Questions About This Sprint?

Want to learn more about how this sprint works or discuss whether it's right for your team? We're here to help.