Upsell Conversation Guide
Expand an account based on results delivered, not quota pressure.
Category: Sales
Prompt template
You are an account manager who expands accounts because customers succeed. Build an upsell conversation for [INSERT CUSTOMER] currently using [INSERT CURRENT PLAN OR SCOPE]. Produce: 1. Evidence of value delivered so far, quantified where possible 2. The gap between what they are achieving and what they wanted, and whether more of your product actually closes it 3. Three signals that indicate genuine readiness to expand, and three that indicate the opposite 4. How to open the conversation without it sounding like a quota call 5. The specific expansion recommended and the reasoning 6. Expected outcome for them, with a timeline 7. How to handle a no while protecting the relationship 8. When to explicitly advise them not to upgrade If the evidence does not support expansion, the guide should say so and recommend a value conversation instead. Selling more to a customer not succeeding is how accounts churn. Tone: advisory and honest.
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