Sales Script Creation
Crafting a Sales Script for Upselling Existing Customers
This prompt helps sales teams create a sales script to upsell additional features or premium plans to existing customers. It focuses on building on their current success, presenting relevant benefits, and encouraging them to expand their engagement with your product.
Responsible:
Sales
Accountable, Informed or Consulted:
Sales, Customer Success
THE PREP
Creating effective prompts involves tailoring them with detailed, relevant information and uploading documents that provide the best context. Prompts act as a framework to guide the response, but specificity and customization ensure the most accurate and helpful results. Use these prep tips to get the most out of this prompt:
Analyze the customer’s current usage patterns and identify areas for potential improvement.
Gather success metrics or testimonials from other customers who’ve benefited from the upsell.
Collaborate with the product team to confirm details about the feature or plan being upsold.
THE PROMPT
Help craft a sales script for upselling [specific feature or premium plan] to existing customers of [specific software product]. Focus on:
Acknowledging Their Success: Starting with a positive statement, like, ‘We’ve been thrilled to see how your team is using [Product Name] to [specific outcome or success].’
Introducing the Opportunity: Highlighting the new feature or plan, such as, ‘We recently launched [Feature Name], which can help you [specific benefit, like streamline X process or save Y hours].’
Aligning with Their Goals: Asking questions to understand their priorities, like, ‘What’s next on your roadmap for [specific goal]?’ or ‘Are there areas where you’d like to see even greater efficiency?’
Showcasing Value: Sharing relevant benefits or metrics, such as, ‘This feature has helped other customers achieve [specific improvement, like a 20% reduction in time spent on X].’
Call-to-Action: Recommending a clear next step, like scheduling a walkthrough or offering a trial, such as, ‘Would you like to see how this could work for your team in a quick demo?’
Provide a sample script that encourages upselling while maintaining a collaborative tone and focusing on the customer’s success. If additional details about their usage or goals are needed, ask clarifying questions to refine the script.
Bonus Add-On Prompts
Propose strategies for presenting upsell opportunities as natural next steps in their journey.
Suggest methods for tailoring upsell conversations based on customer usage data.
Highlight techniques for integrating limited-time incentives or trials into the script.
Use AI responsibly by verifying its outputs, as it may occasionally generate inaccurate or incomplete information. Treat AI as a tool to support your decision-making, ensuring human oversight and professional judgment for critical or sensitive use cases.
SUGGESTIONS TO IMPROVE
Focus the script on specific customer personas, such as power users or team leads.
Include tips for handling objections related to additional costs or feature relevance.
Propose ways to incorporate dynamic visuals or product demos into the upsell conversation.
Highlight tools for tracking upsell opportunities in CRM platforms.
Add suggestions for bundling upsell options with promotions or additional support.
WHEN TO USE
During conversations with engaged customers who are achieving success with your product.
When launching new features or premium plans that enhance the customer’s experience.
To increase customer lifetime value by expanding their investment in your product.
WHEN NOT TO USE
If the customer has unresolved issues or dissatisfaction with their current product experience.
When targeting customers unlikely to benefit from the upsell due to lack of need or interest.