Upselling:
Scenario:
Promote a new upgrade available that your users can add to their current subscription.
Benefits:
It allows you to proactively reach your customers for commercial purposes, but in a non-intrusive way. It converts users into meetings, the first step for a new sale.
Example:
Step 1: Welcome message (Modal)
Mention what’s new and invite the user to take the flow for more info.
TIP: Highlight the benefits of the update briefly. It will generate interest!
Step 2: Benefits (Modal)
A short video describing the benefits of the upgrade. It is a great way to show the value of features that are not included in their current plan.
TIP: Include a catchy button to the offer details (and an extra button with a link to further information about the benefits – eg. an article in your knowledge base).
Final step: Offer information (Modal)
TIP: You can offer them to contact you directly from the flow. For example: add your Sales/Customer Success representative’s calendar to the button so they can book a call/demo directly, or add another step with your contact details so they can contact you straight away.