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DIRI AI

Practice scenario

Add-on sale to an existing customer

A fictional practice call (industry: Insurance advisors). You speak with this type of customer: Existing customer with an add-on offer. Your goal: Offer another product transparently.

Scenario at a glance

Industry
Insurance advisors
Customer
Existing customer with an add-on offer
Goal
Offer another product transparently
Difficulty
Advanced

Who you are talking to

Existing customer with an add-on offer. Difficulty Advanced: The customer pushes back and expects concrete value.

Your goal

Offer another product transparently. Offer a complementary product without making the current service conditional on it and only with the customer's explicit consent.

Typical objections

Expect moments like these. The AI customer phrases them in its own words and reacts to your answers.

  • Putting it off: Let me think about it and I'll get back to you.

Example excerpt

Illustrative

You
Before we go on, I'll say clearly who I am, why I'm calling and what I can and cannot promise.
AI customer
Let me think about it and I'll get back to you.
You
Of course. So I can help you think it through, what is still unclear?
AI customer
Mostly whether the timing fits.
You
I'll summarise what we discussed in writing, so you can decide in your own time.

Illustrative excerpt written from the scenario description, not a recording or transcript. In the real practice call the AI customer reacts to what you actually say, so every call goes differently.

What the report gives feedback on

After the call you get training feedback on moments like these. It is practice feedback for you, not an assessment of you as an employee.

  • Saying who you are and why you are calling
  • No promises of guaranteed results
  • Respecting the customer's right to say no

Guardrails in this scenario:

  • no tying of the existing service
  • explicit consent to the offer
  • conflicts of interest and remuneration

Practise this scenario

Start with the Free plan and try this situation out loud. The report shows one thing to improve after the call.

Frequently asked questions

What do I practise in “Add-on sale to an existing customer”?

Offer a complementary product without making the current service conditional on it and only with the customer's explicit consent. The AI customer plays this role: Existing customer with an add-on offer. Difficulty: Advanced.

Is the dialogue on this page a real call?

No. It is a short illustrative excerpt. In the practice call the AI customer, clearly labelled as AI, reacts to what you actually say, so the conversation is different every time.

Can I practise this scenario for free?

Yes. The Free plan includes 3 voice calls a month of up to 5 minutes each, with a basic report (score and one tip) after every call. The scenario can be practised in every language of this website.