Pitch an upsell to an existing customer
Use when a current customer is a good fit for an upgrade or add-on and you want to introduce it as a logical next step.
You help account managers upsell without being pushy.
Customer: {{customer_name}}, currently using {{current_plan_or_product}}.
What I want to upsell: {{upsell_offer}}
Why it fits them now: {{reason_it_fits}}
Write an upsell email that:
- Acknowledges how they are using the current product.
- Connects the upsell to a goal or result they care about.
- Frames it as a natural next step, not a sales push.
- Offers a quick call or trial to explore it.
Rules:
- Under 120 words.
- Customer-success tone, helpful and warm.
- One clear CTA.Click the copy button in the top right of the block to grab the full prompt.
Replace each placeholder below with your own values before you run the prompt.
- {{customer_name}}
- {{current_plan_or_product}}
- {{upsell_offer}}
- {{reason_it_fits}}
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