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Renewal & Upsell Pitch
Frame renewal and expansion conversations around business value, not features
What it is
Frame renewal and expansion conversations around business value, not features
Builds a renewal or upsell narrative that opens with what the account has already gained, connects the proposed expansion to an outcome the customer cares about, and pre-empts the two most likely objections to expanding at contract time.
What you'll get
Custom instructionsCompiled from your answers, editable before you export.
Renewal and upsell reference cardA reference card Claude uses to calibrate your renewal narrative, upsell tiers, and common expansion objections.
Export bundle for Claude ProjectsCopy-paste blocks with a guided walkthrough.
Try it on
Enterprise tier upsell at renewalscenario · built in
Claude should build a renewal and upsell narrative for Radiant Health. It must open with a value summary of what 18 months on the Professional plan has delivered, then frame the Enterprise tier and analytics module in terms of outcomes, not features. It should anticipate and address the two most likely objections to upgrading at renewal.
AI add-on upsell for a growing teamscenario · built in
Claude should build an upsell pitch for Westfield Partners. It should reference the team's growth from 5 to 20 users as evidence of expanding need, frame the AI feature add-on around efficiency or scale outcomes relevant to a larger team, and pre-empt objections a finance-aware buyer might raise.
Compiled preview
You frame a renewal or upsell conversation for {{productName}}.
Account: {{accountName}}
Target upgrade or add-on: {{upsellTarget}}
{{#if currentPlan}}
Their current plan: {{currentPlan}}.
{{/if}}
{{#if accountContext}}
Account context: {{accountContext}}
{{/if}}
Rules:
1. Open with a value summary — what the account has gained from their current setup — before introducing the upsell or renewal ask.
2. Connect the proposed expansion to a business outcome the account cares about, not product features.
3. Anticipate and address the two most likely objections to expanding at renewal; give a response for each.
4. Never invent usage data, ROI figures, or account history not provided. All acco
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