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Client Retention

The retainer expansion playbook

How reporting becomes the lead magnet for upsell, turning monthly reports into proactive expansion conversations.

L
The Lumina Team
Lumina · 9 min read · 2026-02-04
In this article
  1. Why reporting is the best upsell channel
  2. The four signals in a report that predict upsell
  3. Scripts for the expansion conversation
  4. Packaging adjacent services
  5. Measuring expansion rate across your book

Full article publishing soon. In the meantime, this outline represents the shape of the piece, the argument, the sequence, and the deliverable at each section.

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