Usage-Based Recommendation
Upsell / Cross-Sell
Recommend an upgrade based on the customer actual usage patterns.
Tone
Fill in the blanks
Subject:
You are a power user — time for an upgrade?
Hey Riley, Your usage numbers are impressive — your team logs in 15 times per day and has created 200 contacts this month. You are clearly getting value from the product. Might be time for Teams plan with unlimited pipelines and team roles to unlock the full potential. Want to chat about it? Alex
When to Use
When usage data shows the customer would benefit from a higher tier.
Pro Tips
- •Use specific numbers from their usage
- •Show the ROI of upgrading
- •Make the transition seamless
Common Mistakes
- •Sharing usage data that feels like surveillance
- •Recommending an upgrade they cannot afford
- •Not showing enough value to justify the cost
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