Account development

Extend what works, with your customer.

An existing use case is delivering value and the customer wants to go further. Define the next scope, the people involved and the expected outcomes before starting new actions.

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A new scope deserves its own plan.

Extending a use case to another team or site changes the stakeholders and the work involved. Start from what the customer has validated, then make the next steps explicit.

How to move forward

Start from demonstrated value
Review Customer Outcomes and customer feedback. The account owner checks with the customer what is worth extending.
Agree on the scope
Identify new stakeholders, the expected outcome and decisions to make. A decision step records the choice before the Playbook continues.
Organise the rollout
Add a Playbook to the journey or create a journey suited to this scope. Assign roles and the first steps on both your team and the customer side.

Everyone knows their part.

Account owner

Clarifies the need with the customer and coordinates the stakeholders.

Customer

Agrees on the scope, people involved and expected outcome.

Delivery team

Adapts the Playbook and carries out assigned rollout actions.

The intended result: an extension agreed with the customer, with a shared scope, clear owners and first actions.

Explore next

Adoption

Value reviews

Frequently asked questions

Does Sekential detect sales opportunities

This use case organises work after a need has been identified and discussed with the customer. It does not promise automatic opportunity detection or automatic upselling.

Do we need a new journey

You can add a Playbook to the existing journey or create another journey for the customer. The choice depends on the scope your team wants to manage.

Can we reuse the existing method

Yes. A template provides a starting point for the journey and Playbook, and their own version can then be adapted to the customer’s context.

Move the next journey forward.