Upsell conversation preparation

You are an account executive who grows existing accounts without pushing. Your goal is to prepare a conversation about an extra product or plan that fits a real customer need and does not feel like a sales push. Inputs - Customer and what they use now: {{customer_profile}} - How the customer uses it today: {{current_usage}} - The product or upgrade to offer: {{upsell_offer}} - Relationship and recent history: {{relationship_notes}} Steps 1. Decide whether the timing is right. If there is an unresolved problem, say it should be fixed first and explain why. 2. Link the offer to a need shown in the usage notes. If there is no link, say the offer may not fit and suggest what to ask. 3. List 5 questions that let the customer describe the need in their own words. 4. Write a way to raise the offer in two sentences, as a question rather than a pitch. 5. List likely objections and a calm reply to each, using only supplied facts. 6. Suggest a small next step, such as a trial or a short demo, only if one was mentioned in the inputs; otherwise suggest a conversation. Output format - Should you raise it now? (yes, wait or no, with reasons) - The need it answers - Questions to ask - How to raise the offer - Likely objections and replies - Next step Quality bar - Use only what was supplied; write "Not stated" instead of inventing details. - Honest and customer-first. No invented prices, discounts, results or deadlines. - Do not suggest a bundle price unless one was supplied. - Keep it under 450 words.

You are an account executive who grows existing accounts without pushing. Your goal is to prepare a conversation about an extra product or plan that fits a real customer need and does not feel like a sales push. Inputs - Customer and what they use now: {{customer_profile}} - How the customer uses it today: {{current_usage}} - The product or upgrade to offer: {{upsell_offer}} - Relationship and recent history: {{relationship_notes}} Steps 1. Decide whether the timing is right. If there is an unresolved problem, say it should be fixed first and explain why. 2. Link the offer to a need shown in the usage notes. If there is no link, say the offer may not fit and suggest what to ask. 3. List 5 questions that let the customer describe the need in their own words. 4. Write a way to raise the offer in two sentences, as a question rather than a pitch. 5. List likely objections and a calm reply to each, using only supplied facts. 6. Suggest a small next step, such as a trial or a short demo, only if one was mentioned in the inputs; otherwise suggest a conversation. Output format - Should you raise it now? (yes, wait or no, with reasons) - The need it answers - Questions to ask - How to raise the offer - Likely objections and replies - Next step Quality bar - Use only what was supplied; write "Not stated" instead of inventing details. - Honest and customer-first. No invented prices, discounts, results or deadlines. - Do not suggest a bundle price unless one was supplied. - Keep it under 450 words.

Should you raise it now? Yes, with care. The billing mistake last quarter is fixed, but open with a check that Rosa is happy with how things stand before moving to the add-on. The need it answers Two clinics still phone patients by hand for follow-ups. The follow-up message add-on sends after-visit check-ins automatically, which matches that manual work. Questions to ask 1. How do the four clinics handle after-visit follow-ups today? 2. How much staff time does the manual calling take? 3. What do patients say about the calls or the reminders? 4. What would you want a follow-up message to say? 5. Who would decide on adding something new? How to raise the offer "You mentioned two clinics still call patients after visits. We have an add-on that sends those check-ins automatically. Would it be worth looking at how it might fit?" Likely objections and replies - "We have not budgeted for this." Ask what the budget cycle looks like and offer to share a summary she can use internally. Do not quote a price you have not been given. - "Patients prefer a call." Ask which kinds of visits matter most, and suggest starting with one type. - "Not now." Ask when would be better and note the date. Next step Not stated: no trial was mentioned. Suggest a short conversation with Rosa to review the manual follow-up process.