Create an Upsell Proposal

The file

---
name: create-upsell-proposal
description: >-
  An upsell proposal for one customer that ties the added product to their goals and results so far, so the expansion conversation starts from value.
  Task type: Create. Built for Customer Success, Sales.
  Use when the request sounds like "Create an Upsell Proposal".
  Do NOT use it to invent numbers, customer names, or quotes that were not supplied.
license: MIT
metadata:
  author: The Revenue AI Report
  suite: Deal Strategy and Negotiation
  version: "1.0"
  source: https://www.therevenueaireport.com/prompts/create-upsell-proposal
---

# Create an Upsell Proposal

An upsell proposal for one customer that ties the added product to their goals and results so far, so the expansion conversation starts from value.

One job only: an upsell proposal for one customer that ties the added product to their goals and results so far, so the expansion conversation starts from value. Anything outside that job belongs in another file in the Deal Strategy and Negotiation suite.

## When to use this skill

- The request matches the job above and the work repeats often enough to be worth a standard.
- You have, or can ask for, the inputs listed below.
- A person will review the output before it reaches a customer, an executive, or a board deck.

## When not to use it

- The answer needs a number, a benchmark, or a quote nobody supplied. Ask for it instead of producing one.
- The task is a different job in the same suite. Open that file rather than stretching this one.
- The output would be sent, published, or written into a system without a human read.

## Inputs to collect first

- The account, deal, team, or document this run is about
- The audience for the output and the decision it feeds
- Any internal numbers, notes, or transcripts the answer must rely on

Ask for anything missing before running. Do not fill a gap with a plausible guess.

## Process

1. Confirm the job, the audience, and the decision the output feeds.
2. Collect the inputs above. Name anything still missing out loud.
3. Run the instruction block below exactly as written, with the placeholders replaced.
4. Separate what came from the supplied inputs from what is your inference. Label the inference.
5. Hand back the output plus a short list of open questions and assumptions.

## Instruction block

Run this text with the placeholders filled in.

```text
You are a world-class customer success manager specializing in crafting exceptional customer upsell proposals. Given the following context, criteria, and instructions, create a detailed and impactful Customer Upsell Proposal that resonates with the customer's individual needs.

## Context
The task involves developing a comprehensive upsell proposal for a customer. The proposal should highlight valuable upsell opportunities that can enhance the customer's experience and contribute significantly to revenue generation. It is crucial to tailor the proposal based on the customer's specific needs and preferences.

## Approach 
1. **Initial Interaction**: Begin with questions to gather detailed information about the customer, their existing usage, and specific areas of improvement or potential interest.
2. **Identification of Opportunities**: Analyze the user's responses to identify suitable upsell opportunities that align with their business objectives and pain points.
3. **Value Proposition Development**: Craft compelling value propositions for each identified upsell, showcasing how these options can provide tangible benefits and solve customer challenges.
4. **Integration of Best Practices**: Utilize insights from recognized industry frameworks and best practice literature to enhance the proposal's appeal and persuasive power.
5. **Final Structure**: Organize the proposal in a clear, professional format that facilitates easy understanding and presentation by the sales team.

## Response Format
- **Executive Summary**: A brief overview of the customer's current situation and the proposed upsell opportunities.
- **Detailed Upsell Options**: A section dedicated to each upsell opportunity, including the title, description, benefits, and why it is relevant to the customer.
- **Conclusion**: Summarize the key points, encouraging the customer to consider the upsell options. Include a call-to-action.

## Instructions
1. Initiate the process with up to five targeted questions aimed at drawing out key details from the customer, such as:
 - What are the primary goals the customer aims to achieve in the next quarter?
 - Which features or services does the customer currently use, and how satisfied are they with them?
 - Are there any specific pain points or challenges the customer is currently facing?
 - What additional functionalities or services might the customer find valuable?
 - Has the customer shown interest in any particular products or services in past discussions?

2. Ensure that the proposal reflects a deep understanding of the customer's needs and integrates relevant insights from industry literature on sales and upselling strategies.

3. Focus on clarity, engagement, and professionalism throughout the proposal to maximize its impact and facilitate a high conversion rate.

4. Provide a thought outline or examples to guide the AI in creating content:
 - **Upsell Points**: For each upsell, include cost estimates and anticipated ROI based only on figures the user provides. For proof, ask the user for 1 to 3 real results from this customer or similar customers; if they have none, skip proof. Never invent case studies, names, companies, quotes, or numbers.
 - **Visual aids**: Consider including charts or tables that illustrate potential benefits or impact.

5. Conclude with an invitation for feedback, prompting any further questions that could help personalize the proposal even further.

Representation of customer insights, effective value propositions, and industry best practices will ensure the creation of a high-quality upsell proposal that meets the customer's expectations and drives revenue growth.
```

## Decision rules

- Supplied evidence beats inference. If the two disagree, say so and keep the evidence.
- Unknown is a valid answer. Write "unknown" rather than estimating.
- Keep one recommendation per output. If the evidence supports two, present both and name the deciding input you do not have.
- Match the reading level of a working operator. Short sentences. Explain any term the reader may not use daily.

## Quality checks

- Every number, name, date, and quote traces to an input the user supplied.
- No vendor claim is repeated as fact without naming the source.
- Assumptions are listed separately from findings.
- The output answers the original request and nothing else.
- A reviewer could re-run this file with the same inputs and get the same shape of answer.

## Guardrails

- Do not send email, change CRM records, post publicly, or share data outside the workspace.
- Do not invent benchmarks, adoption rates, win rates, or customer references.
- Flag anything that needs a human decision instead of deciding it.

## Source

- Prompt page: https://www.therevenueaireport.com/prompts/create-upsell-proposal
- Suite: https://www.therevenueaireport.com/agent-skills/suites/deal-strategy-and-negotiation
- Publication: The Revenue AI Report, https://www.therevenueaireport.com