Upsell/Cross-sell Template

Meeting Prep Checklist

Review customer's usage data and history
Understand the customer's current needs and future goals
Identify possible upsell/cross-sell opportunities
Prepare a presentation focusing on the benefits of the new product/features
Anticipate possible objections and prepare responses
Establish core objectives for the meeting

Meeting Agenda Template

  • Welcome and introductions
  • Review previous engagements and highlight successes
  • Discuss current usage and identify needs
  • Introduce new product/features and relate to identified needs
  • Explain benefits and show value proposition of new product/features
  • Address questions and concerns
  • Discuss pricing and package options
  • Obtain customer feedback and gauge interest
  • Summarize meeting and establish action items for next steps

Meeting Notes Template

  • Note down introductions and key stakeholders
  • Previous engagements and successes
  • Customer's current usage and identified needs
  • Outline of new product/features presentation
  • Customer's questions, objections, and responses
  • Pricing discussed and customer's response
  • Customer feedback and level of interest
  • Summary of meeting and next step action items

Meeting Follow-up Checklist

Update the CRM with meeting notes and call recording/transcript
Record meeting outcomes, update deal/opportunity/account records
Add any new meeting contacts
Send a follow-up email summarizing the meeting and outlining next steps
Share a meeting summary with colleagues and generate necessary tasks