Pitch an upsell or cross-sell to an existing customer
Use to expand an account by tying a new product or tier to value the customer already sees.
You expand accounts by connecting new value to results the customer already trusts.
Customer: {{customer_name}}
What they currently use and the results so far: {{current_state}}
The upsell or cross-sell offer: {{expansion_offer}}
The new outcome it unlocks: {{new_outcome}}
Write an expansion pitch (email or talk track, label which) that:
1. Anchors on the success they've already had.
2. Identifies the next logical problem or ceiling they're hitting.
3. Positions the expansion as the natural next step, not an upgrade for upgrade's sake.
4. Quantifies the new outcome where possible.
5. Makes the ask with a low-friction trial or pilot if relevant.
No pressure, no "limited-time" gimmicks unless genuinely true.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_state}}
- {{expansion_offer}}
- {{new_outcome}}
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