Upgrade Nudge
Upsell / Cross-Sell
Encourage a free or lower-tier customer to upgrade.
Tone
Fill in the blanks
Subject:
You are close to your limit — quick heads up
Hey Robin, Quick heads up: you have 48 contacts and are close to your 50-contact limit. Before you hit the wall, wanted to let you know that Pro gives you unlimited contacts, integrations, and email campaigns. Want me to set you up with a free trial? No commitment. Alex
When to Use
When a customer is hitting plan limits or would clearly benefit from premium features.
Pro Tips
- •Focus on the value they would unlock, not the features they lack
- •Reference their specific usage data if possible
- •Offer a trial of the higher tier
Common Mistakes
- •Making them feel punished for being on a lower tier
- •Being too pushy
- •Not explaining the value clearly
Related Templates
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