Advance B2B
Customer Expansion

ADVANCEEXPAND

Grow revenue inside your existing accounts by engaging decision-makers you haven't reached yet.

Advance Expand illustration

Solution Overview

ADVANCE EXPAND is for marketing teams charged with expanding, cross-selling, and upselling into their current customer bases — reaching new decision-makers within existing accounts.

Best For

Customer marketing and expansion-focused teams tasked with growing revenue inside the existing customer base.

How the Program Works

A clear, managed process from kickoff to delivery.

1

Establish Targeting

Review, build, and apply appropriate inclusion and suppression lists to enable precision targeting within your existing customer organizations.

2

Activate Content

Deploy your high-value, educational content to engage new B2B decision-makers within your current customer base who match your expansion buyer profile.

3

Manage & Expand

Receive full-service program management from the Advance team, including content strategy advice, outreach execution, and ongoing campaign optimization.

Need content assets for your program? Check out ADVANCE CONTENT

What You Get

Everything you need to run a high-performing, compliant program.

Customer Expansion Leads

Receive opt-in, verified leads who work within your current customer organizations and fit your specific target profile criteria.

Targeted Landing Page

Get a dedicated landing page with customer-specific outreach aligned to your brand standards and expansion messaging.

Full-Service Program Management

Access complete campaign management including reporting, lead delivery to your systems, and ongoing optimization guidance.

Engagement Enhancements

Add 2-touch engagement, custom profiling questions, installed-base targeting, and additional qualification layers as needed.

Everything Included. Tailored Just for You.

Every ADVANCE program ships with full-service management and built-in global compliance as standard. From there, we configure targeting, channels, and enhancement options precisely to your buyer profile, goals, and go-to-market motion — so the program you run is the program you need.

Optional Program Ingredients

Enhance any program with additional targeting and delivery options.

LinkedIn Profiles
Native Language Campaigns
SIC & NAICS Codes
Buyer Profiling Questions
Programmatic Advertising
Suppression & Exclusion Lists
Intent Data Signals
ABM Look-a-Like Modeling

Compliance-First by Design

Lawyers and audiences love our diligence, so will yours.

Global Compliance

Every lead delivered is collected in full compliance with GDPR, CASL, and CCPA regulations — ensuring your campaigns meet legal requirements across North America and Europe.

Opting In / Permissioning

Our audience members actively opt in to receive relevant content from B2B vendors. No cold outreach, no scraped lists — only genuinely interested, permissioned contacts.

Opt-In Recording

We maintain documented records of every opt-in, including timestamp, source, and consent language. Full audit trail available upon request for compliance verification.

Full-Service Program Management

Accountable, experienced program managers to deliver your KPIs — working for and with you as coaches and consultants.

24–48 hrs

Time to Launch

Within 3 Days

First Lead Delivered

Global Time Zones

Coverage

Dedicated QA Team

Quality Assurance