How to Expand During Renewal Conversation

Published:
April 4, 2025

Renewals aren’t just about keeping the client. They’re a prime moment to grow the account.

The best account managers don’t wait until a client asks for more—they use renewal conversations to position upsells and expansions naturally. Not through pressure or pitch decks, but by making the client’s goals the center of the conversation.

If you’re treating renewals as a box to check, you’re missing one of the most reliable paths to revenue growth. Here’s how to make renewals a launchpad for expansion.

Start with the Relationship, Not the Contract

Before you talk numbers, zoom out. What’s changed since the partnership began? Where have you delivered the most value? What new goals are on their radar?

When you frame the conversation around progress and momentum—not just the renewal line item—you shift from a transactional interaction to a strategic conversation.

Ask questions like:
  • What’s your biggest focus for the next quarter?

  • How has our solution helped you achieve your goals this year?

  • Where are you still seeing gaps or friction?

These questions not only build trust—they surface opportunities to expand.

Map Your Expansion Opportunities Early

If you wait until renewal season to think about upsells, it’s too late. Clients can tell when you’re showing up with a sales agenda.

Instead, use QBRs, health checks, and regular syncs to gather intel on new needs, emerging challenges, or team changes that could signal an expansion path.

Look for:
  • New departments adopting your solution

  • Leadership changes that shift priorities

  • Budgets increasing or strategic plans evolving

Once you’ve identified the opportunity, renewal season becomes the logical time to make a move.

Tie Expansion to Business Outcomes

Upsells stick when they’re linked to impact—not features. Clients won’t pay more just because you offer something new. They’ll invest more when it helps them move faster, reduce risk, or drive measurable results.

Do this by:
  • Reframing product features as solutions to their specific goals

  • Using case studies or benchmarks from similar clients

  • Making ROI visible (think time saved, performance improved, revenue gained)

A strong upsell isn’t about more product—it’s about more progress.

Make It Easy to Say Yes

Even if the client sees the value, friction can kill a deal. That’s why your job isn’t just to recommend the right next step—it’s to make it simple to act on.

Here’s how:
  • Bundle the expansion into the renewal with one contract

  • Offer tiered options if they’re unsure about full adoption

  • Build in flexibility that respects their budget or timeline

When you reduce complexity, you increase conversions.

Renewals are your moment to prove that the relationship isn’t just worth continuing—it’s worth growing.

By anchoring the conversation in outcomes, identifying opportunities early, and positioning upsells around client priorities, you go from contract manager to growth partner.

Want more strategies to help you lead renewals and upsells like a pro? Check out our blog Negotiating Renewals and Upsells Like a Pro