Prompt · Customer Success

Upsell Discovery Call

Scripts a discovery call that uncovers expansion needs without sounding salesy.

Have ready: Provide current usage, health, and the expansion signal

Fill in · 12 fields

customer nametitlecompany nameproduct nameuse caseX seatsstatussuspected expansion areasignalmetricsproduct/featureright stakeholder

Your prompt

Script a 30-minute upsell discovery call with [customer name], [title] at [company name]. They currently use [product name] for [use case] with [X seats], health is [status], and I suspect opportunity in [suspected expansion area] because [signal]. Structure: 3-minute recap of value delivered (using their numbers: [metrics]), 15 minutes of discovery, give me 7 questions that uncover pain in the expansion area without pitching, 5 minutes to connect their answers to the expansion product [product/feature] ONLY if the pain is real, and a close that proposes a tailored demo with [right stakeholder]. Include pivot lines for when they say 'we're happy with what we have' and 'send me pricing'. Rule: no pitch before pain is confirmed.

Paste it into Muse or any assistant. Blank fields stay as [brackets].

More like this

Dormant Account Nudge

Quarterly Business Email

Success Plan Template

Churn Exit Interview

Customer Welcome Video

Technical Win Plan