EXPANSION SKILLS ASSESSMENTS

Assess Sales Skills for Customer Expansion

Benchmark how your account teams perform in the moments that decide renewals and growth. Get individual assessment scores and team heat maps so managers know exactly what to coach next.

Health Scores Aren’t a Diagnosis

NPS, usage, and sentiment tell you what happened—not which renewal and expansion behaviors need coaching. Now you can measure performance in realistic customer scenarios and coach the actions that protect revenue and create growth.
One global sales organization found that sellers who scored highest in three competencies had win rates more than 15% higher than those who scored lowest.

What You Can Do with Expansion Skills Data

Turn individual and team assessment scores into targeted coaching, enablement priorities, and measurable improvement in renewal and expansion execution.
Diagnose Where Deals Go Sideways
See how account teams perform in realistic renewal and value-realization scenarios—so you can pinpoint exactly where customer confidence erodes.
Prioritize Coaching for Impact
Identify the precise behaviors that keep renewals on track and open expansion opportunities—so coaching targets what actually changes outcomes.
Target Enablement to Address Skills Gaps
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Prove the Results with Evidence
Re-assess after training to show movement in performance—and connect changes to renewal execution, pipeline quality in existing accounts, and expansion readiness.

Benchmark the Moments That Decide Renewals and Growth

Benchmark performance in the customer moments that determine retention and expansion. You’ll see how account teams stack up against evidence-based competencies—and where to focus coaching first.

See Why NPS Isn’t a Renewal Plan

Even with a 9/10 NPS, one in five customers say they didn’t achieve their desired results. And NPS correlates with retention only 54 percent of the time. Learn which competencies actually drive renewals and expansion.

Explore More Assessments

If you want the same clarity across new logo and customer-growth motions, these assessments help you measure the skills that influence every buyer and customer moment.
Assessments Overview
Start here if you want the full picture: how the assessments work, what you get back, and how teams run a pilot across roles and selling motions.
Acquisition Skills Assessments
Evaluate the skills sellers need to create winnable pipeline, differentiate your solution, and advance opportunities.
FAQs

Frequently Asked Questions About Expansion Assessments

Are there separate assessments for acquisition vs. expansion skills?

Yes. Acquisition assessments focus on new-logo selling moments (discovery, differentiation, justification, closing). Expansion assessments are built for renewal and growth in existing accounts—reinforcing value, managing competing interests, and identifying new opportunities. If you support both motions, you can run separate cohorts and compare patterns across teams.

Start with one defined cohort (often one region, segment, or role—account managers, customer success, or AEs with expansion responsibility) to establish a baseline and pinpoint the top expansion skill gaps. For cohort-level signal, most teams start with “dozens,” then scale once patterns are clear.

Yes. Before you run a pilot, we can walk you through example individual reports and cohort heat maps—so you know exactly what leaders and managers will receive and how it turns into “coach this next” priorities.

NPS and health metrics are useful signals, but they don’t show which behaviors to coach in renewal and expansion conversations. Expansion Skills Assessments measure performance in realistic customer scenarios, so you can see where execution breaks down and what to improve—by role, team, and region.

Ready to assess your team’s performance?
Let’s talk through a pilot—who to assess, how long it takes, and what you’ll get back for reps, managers, and cohorts.