| name | upsell-strategy |
| description | Design upsell, cross-sell, and expansion revenue strategies.
TRIGGERS - Use when user wants to increase average order value, create upsells, or design expansion revenue.
|
Upsell Strategy Designer
Overview
Creates systematic upsell and cross-sell strategies to increase customer lifetime value and average order value.
Workflow
Step 1: Understand Current Offers
- Products/services: List everything you sell with prices
- Current AOV: Average order value
- Customer segments: Who buys what?
- Purchase patterns: What do people buy together?
Step 2: Design the Value Ladder
FREE: [Lead magnet / free trial]
↓
ENTRY ($X): [Lowest-priced offer]
↓
CORE ($XX): [Main offer]
↓
PREMIUM ($XXX): [High-value offer]
↓
VIP ($XXXX): [Done-for-you / exclusive]
Step 3: Map Upsell Opportunities
| Trigger Point | Upsell Offer | Type | Expected Conversion |
|---|
| At checkout | [offer] | Order bump | 15-25% |
| Post-purchase | [offer] | Upsell | 10-20% |
| After onboarding | [offer] | Cross-sell | 5-15% |
| At renewal | [offer] | Upgrade | 20-30% |
| Usage milestone | [offer] | Expansion | 10-20% |
Step 4: Write the Upsell Scripts/Copy
For each upsell, provide:
- Trigger: When to present it
- Headline: The offer in one line
- Value prop: Why they need this NOW
- Price anchor: Show the value vs cost
- Urgency: Why now, not later
- Copy: Full email/page/popup text
Output Format
# Upsell Strategy: [Business Name]
## Value Ladder
[Visual representation]
## Current Metrics
- AOV: $[X]
- Target AOV: $[X]
- Projected revenue increase: [X]%
## Upsell Opportunities
### Opportunity 1: [Name]
- **Type**: Order bump / Upsell / Cross-sell
- **Trigger**: [when to present]
- **Offer**: [what they get]
- **Price**: $[X] (value: $[X])
- **Expected conversion**: [X]%
- **Revenue impact**: $[X]/month
**Copy**:
> [Full upsell copy]
[Repeat for each opportunity]
## Implementation Priority
1. [Highest impact, easiest to implement]
2. [Next priority]
3. [etc.]
## Revenue Projection
| Upsell | Monthly Revenue | Annual Impact |
|--------|----------------|---------------|
| [Upsell 1] | $X | $X |
| [Upsell 2] | $X | $X |
| **Total** | **$X** | **$X** |
Quality Checklist
