Learn The Motion.
Do The Work.

Intensive sessions built around one outcome: your team leaves knowing how to turn the customer base you have into the revenue engine it should be. No slides-only theory. Real frameworks, real math, real application.

Flagship — Recommendation Only
The Upsell:MAX Build

Expansion should be the most predictable revenue in your business. In most companies it's the least — no number, no owner, no timing — so the only motion anyone runs is the batch blast, which fails and confirms the belief that it doesn't work. The Build is two days, ten teams, one machine: measure the latent revenue sitting in your customer base, then build the system that collects it. Ownership assigned before anyone flies home.

When Sept 23–24, 2026
Where Dallas, TX
Size 10 Teams
  • Your Latent Revenue Number — the counterfactual that makes the gap visible and ownable
  • The Expansion Inventory — everything you actually have to offer the base
  • Strategic Unbundling — what comes out of the front-end sale and gets earned later at full value
  • The Milestone Map — the observable moments that signal readiness, so timing stops being random
  • The Orchestration Playbook — who does what, when, with a name at the top of it

Not open to the public — you can't buy entry to the Build until you've been vouched for. How the vouch works. Teams, not individuals: CEO, CRO, VP Sales, RevOps.

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Core Workshop
LTV Engineering: The Full Motion

The complete framework for maximizing customer lifetime value. From the RAC formula to expansion pipeline design to the exact plays that move customers from entry-level to maximum value. Full day, intense, leaves nothing on the table.

Format Full Day
Audience CS + Revenue Leaders
Size Max 30
  • The RAC formula and why it changes everything
  • Building an expansion pipeline from scratch
  • Signal detection and milestone-based plays
  • Compensation structures that incentivize expansion
  • The conversation frameworks that actually work
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Half-Day Intensive
Expansion Orchestration

Built for CS leaders who already get the theory but haven't operationalized it. We spend half a day mapping your specific expansion motion, identifying your signals, and building the plays for your team to run.

Format Half Day
Audience CS Leaders
Size Max 20
  • Mapping your actual expansion opportunities
  • Building a milestone-based trigger system
  • Training your team to have the conversation
  • Measuring what matters (and what doesn't)
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Executive Session
Revenue Under Management

For CEOs, CROs, and board-level stakeholders who need to understand what their CS org should actually be delivering — and how to hold them accountable to real commercial outcomes.

Format 3 Hours
Audience C-Suite / Board
Size Max 12
  • What CS should actually own in the revenue motion
  • How to measure CS as a revenue function
  • The org design and comp structure that unlocks it
  • Why most CS orgs are built to fail commercially
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On The Calendar.

Sep 23–24
The Upsell:MAX Build
Dallas, TX
In Person Recommendation Only
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Private Training Available.

All of these workshops can be delivered privately, built around your specific customers, your team's gaps, and your commercial goals.

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