Upsell opportunities

Upselling isn’t about pushing harder. It’s about knowing when there’s a genuine next step that creates more value for the client. If you frame that well and time it right, it doesn’t feel like a pitch. It feels like good service.

In this playbook, you’ll learn how to build upsell ladders and simple deal expansion paths that make sense to the customer. These aren’t aggressive sales moves. They’re helpful, relevant offers that build on the work you’re already doing.

You’ll see how to structure and position these offers so they’re easy to say yes to—without damaging trust or adding pressure. When done well, upsells help both sides win. The client gets more value, and you grow the account in a sustainable way.