Скачать или смотреть RAG for Revenue Teams: Turning CS Insights into Upsells (AI Workflow Demo)

Most teams obsess over outbound, but the biggest revenue gains come from retention and expansion. In this video, I break down a real automated workflow using RAG (Retrieval Augmented Generation) that takes Customer Success insights, pairs them with product/pricing data, and gives Sales reps intelligent recommendations on what to upsell — and why it matters.

We use Clio (law firm software) as the example, but this approach works for any SaaS or service-based business.

You’ll see:

How to turn CS notes into actionable Sales intelligence

How RAG delivers personalized product recommendations

How to boost conversion, retention, and lifetime value

Why this reduces churn and strengthens client relationships

A full Google Sheets + AI workflow demo

If you wanna explore how to build workflows like this for your business, grab a free strategy session at:
https://salesout.ai

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