Establish an account growth baseline
Track current-year versus prior-year spend by advertiser, product, market and channel so teams can see growth, decline and whitespace at a glance.

KPI: YoY revenue growth / share of wallet · Increase by x%
Growing revenue from the advertisers you already have — more spend on what they buy today, new products and tactics, higher frequency, and a bigger share of their total marketing budget. Revenue going up isn't the finding; how it went up is. It also loops straight back to retention: an advertiser buying one product is far easier to lose than one buying four or five, so share of wallet doesn't just add revenue, it makes the relationship stickier.
Grouped by the phase it belongs to. Flag anything that is a real problem for you as you read. That is what builds your plan, so there is no long questionnaire at the end.
Track current-year versus prior-year spend by advertiser, product, market and channel so teams can see growth, decline and whitespace at a glance.
Show sellers which products, channels, audiences, events, sponsorships or services an advertiser is not buying, and prioritize the most logical expansion opportunities.
Use customer profile, industry, existing purchases, historical behavior and similar-advertiser patterns to recommend the most relevant next product or tactic.
Automatically flag advertisers exceeding agreed performance benchmarks and prompt sellers to recommend additional investment while results are strong.
For strategic and high-potential advertisers, document current spend, estimated wallet size, business goals, competitive activity, growth opportunities and specific next-best offers.
Identify campaigns, products and channels delivering strong results, and build structured upsell plays to increase budget, frequency, duration, geography or audience reach.
Develop repeatable combinations of complementary products that make it easy to expand single-channel advertisers into broader multimedia relationships.
Track seasonal spending patterns, budgeting periods, events, product launches, renewals and promotional calendars so expansion conversations happen before budgets are committed elsewhere.
Use regular business reviews to move past campaign reporting into customer goals, upcoming priorities, competitive threats and additional ways you can help.
Track YoY revenue growth, products per customer, average advertiser spend, expansion revenue and estimated share of wallet to see whether relationships are actually deepening.
Increasing spend on products or tactics the advertiser already buys.
The cheapest growth available, and the first place performance data should point.
Adding a new product, channel, audience, event, sponsorship or service.
Where New-to-Product from the acquisition KPI actually belongs.
Moving from occasional campaigns to always-on, longer-term or higher-frequency programs.
Turns a buyer into a budget line.
Extending successful campaigns into additional markets, audiences, publications, stations or properties.
Proof-led — it needs the campaign that worked.
Moving spend currently going to competitors, agencies, platforms or other media providers into your portfolio.
The only one that requires knowing what the advertiser spends elsewhere.
What moves before the KPI does.
Answer what you can. The blanks are as useful to us as the answers. They are usually where an assessment starts.
01For your top fifty advertisers, do you know roughly what they spend on marketing in total?
02How many of your advertisers buy exactly one thing from you?
03When a campaign beats its benchmark, what happens next — automatically?
04Do you know each major advertiser's budgeting calendar, or do you find out after the money is committed?
05Is your growth coming from more of the same, or from advertisers buying something new?
One more outcome to walk through before we build the plan.