Meeting template with checklists and agenda

This Upsell/Cross-sell Meeting is focused on introducing new products/features to your existing customer, aimed at boosting your revenue through upselling or cross-selling. In such meetings, you engage with the customer, understand their current usage and future needs, and present the benefits of different offerings aligned with their goals. Following this template can help you to structure your meeting systematically, demonstrate value to the customer, and thereby increase the chances of successful upselling or cross-selling.


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