Email Outreach Templates
Writing Email Outreach Templates for Upselling Existing Customers
This prompt helps sales teams create email templates to upsell additional features or premium plans to existing customers. It focuses on leveraging customer relationships, highlighting value, and providing actionable next steps to encourage upgrades.
Responsible:
Sales
Accountable, Informed or Consulted:
Sales, Customer Success, Marketing
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 customer usage data to identify relevant features or upgrade opportunities.
Collaborate with product and marketing teams to define the benefits of premium offerings.
Prepare visuals, such as feature comparison charts or usage highlights, to include in the email.
THE PROMPT
Help draft an email outreach template to upsell [specific feature, add-on, or premium plan] to existing customers of [software product]. Focus on:
Subject Line: Crafting a personalized subject line that grabs attention, such as ‘Take Your [Product Name] Experience to the Next Level’ or ‘Unlock New Features for Your Team.’
Personalized Introduction: Acknowledging the customer’s current usage and how the upsell aligns with their needs, such as ‘We noticed you’ve been using [Feature X]—here’s how [Premium Feature] can help even more.’
Feature Benefits: Clearly outlining how the upgrade improves their experience or solves additional pain points, using concrete examples or data.
Call-to-Action (CTA): Providing a clear path to upgrade, such as ‘Upgrade Now,’ ‘Explore Premium Features,’ or ‘Get Started Today.’
Optional Incentive: Including limited-time discounts or trials to make the upgrade more appealing, such as ‘Try it free for 30 days.’
Provide an example email template that builds on the customer’s existing experience while encouraging them to explore premium options. If additional details about customer usage or feature benefits are needed, ask clarifying questions to refine the template.
Bonus Add-On Prompts
Propose variations of email copy for different customer tiers, such as free users or basic plan subscribers.
Suggest strategies for embedding usage statistics into the email to highlight the benefits of upgrading.
Highlight methods for including a comparison table to illustrate the differences between current and premium plans.
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 on upselling features tailored to specific customer personas or industries.
Include tips for automating upsell emails based on usage triggers, like feature limits.
Propose ways to integrate upsell campaigns with loyalty or rewards programs.
Highlight tools for tracking upsell campaign success, like CRM or email marketing platforms.
Add suggestions for offering customized demos or consultations to encourage upgrades.
WHEN TO USE
To encourage existing customers to explore advanced features or plans.
During campaigns aimed at increasing customer lifetime value.
When rolling out new premium features or plans that enhance the product’s appeal.
WHEN NOT TO USE
If the customer’s current usage data doesn’t support the relevance of an upsell.
When focusing on acquisition rather than retention or expansion strategies.