Upsell templates

Templates and frameworks

Traditionally, customer success has been seen as wholly distinct from their sales team counterparts. But in reality, there's far more overlap and co-learning between these two job functions than meets the eye. 💸

Customer success can learn a lot from sales, and through cross-departmental coordination, they can come up with a striking upsell strategy.

Don't think of upselling as a mercenary process, rather it's an invaluable way to provide further product value to your client. After all, it's so much cheaper to sell to existing customers than to scout out new ones!

If you're unsure how to upsell your product to customers, check out a few of our exclusive templates to help you on your way. 👇