RGM® Glossary · Marketing
Growth Glossary — Definition
SHT CUSTOMER-EXPAN

Customer Expansion Plan

Plan for expanding customers A working definition from the RGM marketing glossary.
Schematic — Customer Expansion Plan

Plan for expanding customers

Term
Customer Expansion Plan
Field
Marketing
Category
Marketing

Common mistakes

Here is the short version.Four failure modes recur with Customer Expansion Plan. Name them and they are easy to design around.

Common questions

How is Customer Expansion Plan defined?
Plan for expanding customers Agree the scope of Customer Expansion Plan before the planning starts.
What makes Customer Expansion Plan worth knowing?
Customer Expansion Plan shows up in budget reviews and channel reporting. Use it loosely and teams pull apart; use it precisely and the numbers line up.
Where does Customer Expansion Plan get used?
Teams put Customer Expansion Plan to work on a spend split, a metric, or a head-to-head call. See the Mailchimp walk-through above.
What goes wrong with Customer Expansion Plan most often?
Treating Customer Expansion Plan as one blanket rule and reporting it with no baseline. Both hide a soft assumption.
How is Customer Expansion Plan defined?
Plan for expanding customers Agree the scope of Customer Expansion Plan before the planning starts.
What makes Customer Expansion Plan worth knowing?
Customer Expansion Plan shows up in budget reviews and channel reporting. Use it loosely and teams pull apart; use it precisely and the numbers line up.
Where does Customer Expansion Plan get used?
Teams put Customer Expansion Plan to work on a spend split, a metric, or a head-to-head call. See the Mailchimp walk-through above.