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Upsell/Cross-sell - Professional Services Template
Meeting Prep Checklist
Review customer's account and business needs
Research industry trends and how the upsell/cross-sell product or service aligns
Define clear objectives for the meeting
Prepare a compelling presentation that shows the value of the new offer
Plan for potential objections and have answers ready
Organize relevant pricing and discount information
Meeting Agenda Template
- Introductions and brief recap of the relationship so far
- Presentation of the new product or service offering
- Discussion on the potential benefits and value-adds for the customer
- Addressing customer's concerns and potential barriers
- Pricing discussion and negotiation
- Review of next steps and potential timelines
Meeting Notes Template
- Participant names and roles
- Customer's initial reactions and questions
- Key discussion points and customer’s concerns
- Pricing details discussed
- Agreements and disagreements
- Action items and next steps
Meeting Follow-up Checklist
Log meeting notes and outcomes in CRM
Update opportunities with new product or service details
Send a follow-up email summarizing the meeting and next steps
Share meeting summary with internal team
Schedule a follow-up call or meeting if needed
Maximize Your Meeting Success
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- Connect your calendar to collaborative meeting plans
- Automatically update your CRM
- Take and manage collaborative notes
- Get AI customer follow-up emails and AI summaries
- Learn more about better meetings with Meetingflow
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Learn more about Upsell/Cross-sell Meetings or go back to Professional Services Company Templates