A script for offering an add-on or upgrade to a customer who already uses your product. It earns the offer by listening first.
Choose "Save as PDF" in the print dialog. Nothing is sent anywhere and no account is needed.
When to use it
Use it when the customer is settled and you can point to a real need they mentioned, never as a routine attempt to raise the bill.
The script
Upsell call script for existing customers
Call script
Opening
Hello [Name], this is [Your name] from [Company]. I am not calling about anything urgent. I would like to ask how [current product] is working for you.
Check satisfaction first
How is it going, and is anything still frustrating?
Find a real need
You mentioned [need] earlier. Is that still a priority?
How are you handling it today?
Offer, with limits
There is an option that covers that: [add-on]. It would change [one concrete thing]. It does not suit everyone, so I would like to check whether it suits you.
Name the cost honestly
It costs [price]. If the benefit does not outweigh that for your team, it is better not to take it.
Close
Would you like a short trial, a written summary, or to leave it for now?
DIRI AI · diriai.com · Training material, not legal or financial advice.
Replace the [square brackets] with your own facts and adapt the wording to your own voice.
How to use it
Fix any open problem with the current product before you offer anything new.
Quote the need in the customer's own words, with the date they said it.
Treat a no as a useful answer and note the reason in the customer record.
Practise it before you dial
In DIRI AI an AI customer, clearly marked as AI, answers your call and reacts the way a busy person might. Matching scenario: Expanding the relationship with an existing customer. The Free plan costs nothing.