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