Growth Tactic #11: Upselling in 3 Steps

January 20, 2017

It’s all in the timing–and a few other things. Find out about successful Upselling in 3 Steps, in the newest timely tactic for your 100-Day Digital Growth Plan. We’re offering these upselling tips and other insights to keep you learning and growing well into 2017! 

Overview – Upselling in 3 Steps

They’ve made a purchase. They’re officially customers. Now it’s time to offer them something else they didn’t even know they wanted or needed. You’ve acknowledged their initial purchase and taken the time to consider what they could be missing. You’re the good guy who’s just trying to help–IF you upsell correctly.

Your number one goal is to be accommodating, not pushy or obnoxious. Make it all about your customers–not about you. Your email should be clear and concise and your call-to-action obvious. Remember, you’re not trying to be sly or get away with anything. You’re merely swooping in with suggestions to save your customers time, money and frustration in order to make their lives easier and better.


STEP ONE: Choose an upsell. Are you going to offer them a product that goes hand-in-hand with the one they just bought? Additional services that complement their initial purchase? Be helpful, offer value-added suggestions, and you could find yourself with increased conversions.

STEP TWO: Using your preferred email platform, develop your email. See the Resources and Tools section below for suggestions. When using SharpSpring, segment your lists based on previous purchases, so that you can upsell customers with offers that make sense for them.

STEP THREE: Send out your emails, tailored to your target customers and their buying history. Track additional sales and see how well your upsells perform. Continue to update and test them as often as needed to continue increasing sales.

Resources and Tools

We’re committed to providing a deep source of information and education for our community. Find more resources in our Learn page and visit us often for the next 100-Day Digital Growth Plan Tactic!

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