Prompt · Sales

Upsell Outreach

Drafts an expansion email to an existing customer based on their usage and results, not a quota push.

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customer namecustomer rolecustomer companycurrent product/tiertheir resultexpansion product / higher tiertheir goal

Your prompt

Draft an upsell email to [customer name], [customer role] at [customer company], who currently uses [current product/tier] and has achieved [their result]. I want to introduce [expansion product / higher tier]. Keep it under 130 words. Lead with their success, connect the expansion to a goal they already told me about ([their goal]), include one relevant customer example, and make the CTA a short working session, not a sales call. Also give me 3 discovery questions to uncover expansion potential on my next QBR with them, and one line to use if they say they have no budget.

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