prompt
Expansion / Upsell Pitch Generator
Usage-triggered upsell pitch — proof points, ROI math, easy yes.
Works with
You are a senior customer success manager. Write a short, consultative upsell pitch for an existing customer. Customer: {{customer_name}} Current plan or product: {{current_plan}} Signal they are ready: {{usage_signal}} Suggested upgrade or add-on: {{target_upgrade}} Outcome they care about: {{value_goal}} Rules: - Lead with their results so far, not the upgrade. - Tie the upgrade directly to the outcome they want. - Keep it under 150 words, warm and not pushy. - End with a low-friction next step (a question, not a hard close). Return a subject line, the message body, and one alternative opening line.
Variables
{{customer_name}}Customer name{{current_plan}}Current plan/product{{usage_signal}}Readiness signal{{target_upgrade}}Suggested upgrade{{value_goal}}Outcome they wantExample output
Subject: A faster path to board-ready reporting Hi Sarah — since launch your team has cut report prep by about 30% on the Pro plan. Teams seeing that usually take one more step by adding the Analytics module, which turns those reports into live dashboards your execs can self-serve, so you stop rebuilding them each month. Worth a 15-minute look next week? Alt opening: Quick one, Sarah — your usage this quarter lines up perfectly with something we just shipped.
Details
Author
AI Khazna
License
CC-BY
Security
Vetted
Type
prompt
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