Script a renewal-and-upsell conversation
Use ahead of a renewal to script a conversation that secures the renewal and opens an expansion opportunity.
Script a renewal and expansion conversation with an existing customer.
Customer: {{customer_name}}.
Results they have gotten so far: {{results_so_far}}.
Their renewal date: {{renewal_date}}.
The expansion / upsell that fits their growth: {{upsell}}.
Why the upsell helps them now: {{upsell_rationale}}.
The script should:
- Open by reinforcing the value they have already received (with their numbers).
- Confirm the renewal naturally as the obvious next step.
- Introduce the expansion only after value is reaffirmed, tied to their goals.
- Handle a likely "let's just renew as-is" response gracefully.
Output the spoken flow plus a short recap email to send afterward.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}}
- {{results_so_far}}
- {{renewal_date}}
- {{upsell}}
- {{upsell_rationale}}
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