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Find the next thing your customers need.

Design an optional upsell around the work customers face before, during, or after your main offer.

KKeith Rumjahn·4 min read·Free
EXAMPLE CUSTOMER JOURNEY · ILLUSTRATIVE

The next offer solves the next problem.

First purchase
A book that explains a method.
Next problem
The reader wants help applying it to their own situation.
Optional next offer
A guided workshop with exercises and feedback.
Good timing
After they have tried the method and know where they need help.
An illustrative sequence. The original purchase should deliver its promised value on its own.

The next sale should make sense from the customer’s point of view. After a guide, they might want a template. After a template, they might want help implementing it. This exercise starts with those next tasks and asks which ones you are equipped to solve.

YOU’LL WALK AWAY WITH

A shortlist of relevant next offers with timing, delivery costs, and testable assumptions.

An AI assistant · your own context and examples

01 / Describe the promise you already made

State what the main offer includes, who buys it, the price, and the result it is intended to help with. Add real questions, support requests, or customer feedback where available.

Keep the original offer complete enough to fulfill its promise. An upsell should add an optional benefit, not reveal that an essential piece was withheld.

02 / Look before, during, and after

Before using a product, a customer might need setup. During use, they might value a template or a convenience feature. Afterwards, they might want a related capability or ongoing support.

Ask for ideas in each stage, then reject the ones that do not fit your audience, your ability to deliver, or the promise of the original purchase.

03 / A useful next offer

An illustrative example: someone buys a guide to planning social content. An optional set of editable planning templates could save setup time while the guide remains usable on its own.

If 100 buyers are eligible and you test a $20 add-on, a hypothetical 10% take-up produces $200 in additional gross revenue. The take-up rate is an assumption, not a forecast. Delivery and support costs still matter.

READY TO MAKE IT YOURS?

Get the exact prompt.
Make it your own.

You’ve seen how it works. Unlock the copyable prompt and the remaining steps to try it yourself.

  • Copy the upsell workflow
  • Test one offer at a sensible moment
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