Upsell/Cross-sell Strategy Prompt

Create an upsell and cross-sell strategy for [YOUR PRODUCT/SERVICE].

Current offering:
Main product: [WHAT THEY BUY]
Price point: [COST]
Average customer value: [LIFETIME VALUE]
Purchase frequency: [ONE-TIME/RECURRING/VARIES]
Customer satisfaction: [HIGH/MEDIUM/LOW]

Generate upsell and cross-sell opportunities:

**Upsell Strategy** (Higher-tier version of same product)

Upsell Option 1: Premium Version
What it includes:
Everything in base product PLUS [ADDITIONAL FEATURES]
Price: [COST - 1.5-3x BASE PRICE]
Who it's for: [POWER USERS/BUSINESSES/SERIOUS BUYERS]
When to offer:
At checkout (before purchase)
After 30 days of use (when they see value)
When they hit usage limits
How to position:
"Unlock [specific benefit]"
Show what they're missing
Emphasize ROI, not just features
Success metric: [PERCENTAGE] of customers upgrade

Upsell Option 2: Annual Plan
What changes:
Same product, longer commitment
Price: [COST - 2 MONTHS FREE OR 20% OFF]
Who it's for: [COMMITTED USERS]
When to offer:
After 3 months on monthly plan
At renewal time
During promotional period
How to position:
"Save [amount] per year"
"Lock in this price forever"
"Never worry about renewal"
Success metric: [PERCENTAGE] convert to annual

**Cross-sell Strategy** (Complementary products)

Cross-sell Option 1: Related Product
What it is: [PRODUCT THAT ENHANCES MAIN PURCHASE]
Price: [COST]
Why they need it: [SPECIFIC BENEFIT]
When to offer:
At checkout ("Customers also bought...")
In onboarding email sequence
When they achieve first goal with main product
How to bundle:
Main product + This = [BETTER OUTCOME]
Discount for buying together
Show how they work together
Success metric: [PERCENTAGE] add-on rate

Cross-sell Option 2: Service/Support
What it is: [IMPLEMENTATION/TRAINING/CONSULTING]
Price: [COST]
Why they need it: [FASTER RESULTS/AVOID MISTAKES]
When to offer:
To new customers during onboarding
When they struggle (low usage)
Before they churn
How to position:
"Get results in half the time"
"Done-for-you setup"
"Expert guidance"
Success metric: [PERCENTAGE] attach rate

Cross-sell Option 3: Consumable/Recurring Add-on
What it is: [ONGOING SERVICE OR SUPPLY]
Price: [MONTHLY/PER USE]
Why they need it: [ESSENTIAL FOR CONTINUED USE]
When to offer:
When initial supply runs low
After first successful outcome
Monthly check-in emails
How to position:
"Never run out"
"Auto-delivery, cancel anytime"
"One less thing to remember"
Success metric: [PERCENTAGE] subscription rate

**Timing Strategy** (When to present offers)

At checkout (before first purchase):
Offer: [PREMIUM UPGRADE OR BUNDLE]
Why now: Buying intent is highest
How: "Upgrade to [tier] for just $X more"
Risk: Don't overwhelm, keep it simple

Immediately after purchase:
Offer: [QUICK ADD-ON OR ACCESSORY]
Why now: Still in buying mode
How: "Complete your setup with..."
Risk: Don't create buyer's remorse

During onboarding (days 1-7):
Offer: [TRAINING/TEMPLATES/FAST-START PACKAGE]
Why now: Want to succeed quickly
How: "Get results faster with..."
Risk: Don't distract from core product value

After first win (30 days):
Offer: [PREMIUM FEATURES OR ADVANCED TOOLS]
Why now: They see value, ready to level up
How: "You've achieved [X], now unlock [Y]"
Risk: Don't push if they're not using base product

At renewal (for subscriptions):
Offer: [ANNUAL PLAN OR UPGRADED TIER]
Why now: Evaluating continued use
How: "Save [amount] by switching to annual"
Risk: Don't make it complicated

**Bundling Strategy**

Bundle 1: Starter Package
Includes: [BASE PRODUCT + ESSENTIAL ADD-ONS]
Price: [SLIGHT DISCOUNT VS BUYING SEPARATE]
Who it's for: [NEW CUSTOMERS]
Savings: [DOLLAR AMOUNT OR PERCENTAGE]

Bundle 2: Complete Solution
Includes: [ALL PRODUCTS THAT SOLVE ONE BIG PROBLEM]
Price: [20-30% OFF INDIVIDUAL PRICES]
Who it's for: [SERIOUS BUYERS]
Savings: [SIGNIFICANT AMOUNT]

Bundle 3: Limited-Time Offer
Includes: [SEASONAL OR PROMOTIONAL COMBINATION]
Price: [DEEP DISCOUNT]
Who it's for: [FENCE-SITTERS]
Urgency: [REAL DEADLINE]

**Messaging Guidelines**

Do:
Lead with benefit ("Save 10 hours/week with Premium")
Show social proof ("73% of users upgrade within 60 days")
Make it easy to understand
Offer clear comparison
Emphasize what they gain
Make it reversible ("Try for 14 days")

Don't:
Use pushy language
Create fake urgency
Hide pricing
Make it confusing
Surprise them with costs
Be vague about value

**Success Metrics to Track**

Upsell rate: [PERCENTAGE WHO UPGRADE]
Cross-sell rate: [PERCENTAGE WHO BUY ADDITIONAL]
Average order value: [AMOUNT]
Customer lifetime value: [TOTAL]
Time to upsell: [DAYS AFTER INITIAL PURCHASE]

Target improvements:
Increase AOV by [PERCENTAGE] in [TIMEFRAME]
Get [PERCENTAGE] to add-on purchase
Move [PERCENTAGE] to annual plan

**A/B Test Ideas**

Test 1: Timing
Offer at checkout vs 30 days later
Measure: Conversion rate, satisfaction

Test 2: Positioning
Features vs benefits language
Measure: Click-through, purchase rate

Test 3: Discount
Bundle discount vs no discount
Measure: Revenue, attach rate

Test 4: Presentation
Pop-up vs email vs in-app
Measure: Acceptance rate, annoyance