Rivac LabsAccount Strategist
The easiest revenue to lose is the revenue you already have sitting in an under-managed account, and the easiest revenue to grow is inside an account where nobody's mapped who else could buy. This service builds account plans for your top post-sale accounts — mapping stakeholders beyond the original buyer, identifying expansion and cross-sell opportunities, and structuring QBRs that drive renewal and growth conversations instead of a status-update slide deck. It's for teams with real net-revenue-retention pressure who know expansion is sitting in the base but don't have a systematic way to find and pursue it. The output is a live account-planning process your customer success and sales teams both run from.
How We’d Approach This
A clear, staged plan — not a black box
- 1
Diagnose the current state of your top accounts — stakeholder coverage, expansion signals, and QBR quality — to find the growth left on the table.
- 2
Pilot the account-planning and QBR format on two or three flagship accounts to prove out the approach before templating it.
- 3
Review pilot account plans and QBR outcomes with account owners and leadership to refine the stakeholder-mapping and expansion criteria.
- 4
Roll the account-planning process across the full book and operate a recurring QBR and expansion-review cadence.
What You Get
Deliverables from this engagement
- Account plans with full stakeholder maps for top accounts
- QBR template and facilitation guide
- Documented expansion and cross-sell opportunities by account
- Recurring account-review cadence tied to renewal timing
Six Ways We Could Architect This
Different engagement, different build — pick the shape that fits
There’s more than one way to deliver on this service. Browse a few of the ways we’d structure the work, depending on your speed, budget, and integration needs.
Ready to get started?
Tell us what you’re trying to get done and we’ll help you find the highest-leverage place to start — scoped small enough to prove itself before you commit to anything bigger.
Talk to us about Account Strategist