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Phase 2

CAS Revenue
Strategy

Revenue planning, pricing, service-line CAS offerings, growth tools, and fee expansion, aligned to the FanCAS-Kit.

← Resource Library/Revenue Strategy
5 Topics in This Section

Video
Price With Purpose
Understand CAS revenue streams, explore pricing tier examples, and design a scalable pricing model. Video title, Price with Purpose.
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Document Collection
Revenue Streams and CAS Offerings
Comprehensive guidance on CAS revenue streams and service offerings, including client-facing talking points.
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Document Collection
Increasing Fees, Upselling and Cross Selling
Practical guidance on increasing fees, upselling, and cross-selling to existing clients.
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Excel
CAS Revenue Projection Matrix
A simple Excel matrix to model the clients and staffing needed to achieve your revenue goals.
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Excel
CAS Revenue Growth Example
An Excel worksheet to re-evaluate team metrics and build toward revenue goals through fee increases, upselling, and cross-selling and new clients.
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