How to Upsell Later Guide
The real profit in the free content funnel comes from upselling customers into higher-value services over time.
How to Upsell Other Services Later
Once someone is a customer, they're much more likely to buy again.
The Upsell Mindset
Upselling isn't pushy when:
You genuinely help them get better resultsThe upgrade is a natural next stepYou've already delivered valueThey trust youTiming Your Upsells
Immediate Upsell (Order Bump)
Offer during initial purchaseComplementary product/service20-40% take rate is normalPost-Purchase Upsell (1-7 days)
After they've consumed initial content"Now that you have X, here's Y to accelerate your results"Ongoing Upsells (Monthly)
Regular check-ins with offersSeasonal promotionsNew service launchesUpsell Offers to Consider
From low-ticket funnel customers, upsell to:
Monthly management services ($297-997/mo)Strategy consulting ($500-2000)Done-for-you campaigns ($1500-5000)Annual retainer packages ($5000-25000/yr)Additional service add-onsAsk for Review Meetings
Review meetings are your secret weapon for upsells.
Why Review Meetings Work
Review meetings feel like over-delivery to the customer:
"Wow, they really care about my results""They're checking in to make sure I'm successful""This is great customer service"BUT they're also opportunities for you:
Identify additional needsPresent relevant solutionsStrengthen the relationshipGet referralsScheduling Review Meetings
When to Request
30 days after purchaseAfter major milestone/deliveryQuarterly for ongoing clientsWhen you have new offeringsHow to Position
"I'd love to schedule a quick review call to make sure you're getting the most out of [product/service] and see if there's anything else I can help with."
Review Meeting Structure
Part 1: Results Review (10 min)
What results have they seen?What's working well?What challenges remain?Part 2: Opportunity Identification (5 min)
"Based on what you've shared, I notice [gap/opportunity]"Connect their challenge to your solutionGauge interest levelPart 3: Recommendation (5 min)
If interested, present your recommendationIf not interested, provide free value/tipsEither way, ask for referralsMaximizing Customer Lifetime Value
The LTV Formula
Customer Lifetime Value = Average Order Value × Purchase Frequency × Customer Lifespan
Strategies to Increase LTV
Increase Order Value - Bundle services, add premium tiers, offer annual plans
Increase Purchase Frequency - Monthly services, regular review meetings, new product launches
Increase Customer Lifespan - Deliver amazing results, build genuine relationships, stay in regular contact
