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Upsell Funnel
A Upsell funnel template is a valuable resource for businesses aiming to maximize revenue by offering additional products or services to existing customers. This template outlines the various stages involved in identifying upsell opportunities, nurturing customer interest, and closing the upsell. By utilizing a funnel template, businesses can effectively manage the upsell process, ensuring a systematic approach and maximizing the potential for increased customer value.
And here's the table for the Upsell funnel template:
Steps full description (5)
Description
A significant milestone or change occured at the account that led the company to identify a new need that it can fulfill immediately.
Description
Probability
10%
Probability
Forecast Category
Pipeline
Forecast Category
Recommended Gates
Champion Contact + Next Steps
Recommended Gates
Automations
Whats the Existing ARR
Automations
Identified Need
Description
A significant milestone or change occured at the account that led the company to identify a new need that it can fulfill immediately.
Description
Probability
10%
Probability
Forecast Category
Pipeline
Forecast Category
Recommended Gates
Champion Contact + Next Steps
Recommended Gates
Automations
Whats the Existing ARR
Automations
Description
The account sees the potential in the new value proposition and is now evaluating internally if there is a technical fit and an ROI.
Description
Probability
25%
Probability
Forecast Category
Pipeline
Forecast Category
Recommended Gates
Technical Fit / Win (Yes / No) + Next Steps
Recommended Gates
Automations
Whats the existing Contract Term
Automations
Evaluation
Description
The account sees the potential in the new value proposition and is now evaluating internally if there is a technical fit and an ROI.
Description
Probability
25%
Probability
Forecast Category
Pipeline
Forecast Category
Recommended Gates
Technical Fit / Win (Yes / No) + Next Steps
Recommended Gates
Automations
Whats the existing Contract Term
Automations
Description
The account is trying to align with you on the definitive budget and financial commitment as well as any terms and conditions neccesary to move forward to contracting.
Description
Probability
50%
Probability
Forecast Category
Best Case
Forecast Category
Recommended Gates
Proposal Sent, Proposal Link or Document, Proposal Comments, Billing Term, Contract Term + Next Steps
Recommended Gates
Automations
Remaining Contract Term
Automations
Proposal/Negotiation
Description
The account is trying to align with you on the definitive budget and financial commitment as well as any terms and conditions neccesary to move forward to contracting.
Description
Probability
50%
Probability
Forecast Category
Best Case
Forecast Category
Recommended Gates
Proposal Sent, Proposal Link or Document, Proposal Comments, Billing Term, Contract Term + Next Steps
Recommended Gates
Automations
Remaining Contract Term
Automations
Description
The account has given a verbal commitment and now seeks to align on a master services agreement and legal verbage neccesary for signatures
Description
Probability
90%
Probability
Forecast Category
Commit
Forecast Category
Recommended Gates
Billing Term, Contract Term, Contract Documents or Link
Recommended Gates
Automations
No automations
Automations
Contracting
Description
The account has given a verbal commitment and now seeks to align on a master services agreement and legal verbage neccesary for signatures
Description
Probability
90%
Probability
Forecast Category
Commit
Forecast Category
Recommended Gates
Billing Term, Contract Term, Contract Documents or Link
Recommended Gates
Automations
No automations
Automations
Description
Closed Won
Description
Probability
100%
Probability
Forecast Category
Closed
Forecast Category
Recommended Gates
Closed
Recommended Gates
Automations
No automations
Automations
Closed Won
Description
Closed Won
Description
Probability
100%
Probability
Forecast Category
Closed
Forecast Category
Recommended Gates
Closed
Recommended Gates
Automations
No automations
Automations
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