- Home
- /
- Email Templates
- /
- Service Upsell Email Template
Service Upsell Email Template — Grow Revenue Naturally
Upsell services that genuinely help clients. Our templates focus on value and outcomes, not just selling.
Email Template
Hi [Client Name], I hope you're doing well! I wanted to share an idea that could help [Company Name] achieve [their goal: e.g., "even better results" or "reach your next milestone"]. **The Opportunity:** Based on our work together and your goals, I think [Service Name] could be a great fit. Here's why: **What It Is:** [Brief description: e.g., "A monthly content strategy service that would complement your current website work."] **How It Would Help You:** - [Benefit 1: e.g., "Increase organic traffic by 40-60% through consistent, strategic content"] - [Benefit 2: e.g., "Establish [Company Name] as a thought leader in your industry"] - [Benefit 3: e.g., "Generate qualified leads through content that addresses your audience's pain points"] - [Benefit 4: e.g., "Save you [X] hours per month by handling content creation"] **What's Included:** - [Feature 1] - [Feature 2] - [Feature 3] - [Feature 4] **Investment:** $[Amount] per [month/project] - which includes [what's included] **Why Now:** [Timing rationale: e.g., "With your website launch complete, content marketing would be the perfect next step to drive traffic and leads."] **Next Steps:** I'm not trying to sell you anything—just sharing an opportunity I think could genuinely help. If you're interested, I'd love to schedule a quick call to discuss how this could work for [Company Name]. If it's not the right time or fit, no worries at all. I'm here whenever you're ready. Let me know if you'd like to learn more! Best, [Your Name] [Your Company] [Phone]
How to use: Copy the template above and replace the placeholders (like [Client Name], [Project Name], etc.) with your actual information.
When to Use This Template
Best Practices
Connect to Their Current Goals
Frame the upsell as an extension of what you are already doing for them, not a separate sales pitch. "Based on the lead generation results we have achieved with content marketing, adding paid social amplification could increase your qualified leads by an additional 40%" connects the new service to goals they have already invested in.
Share a Relevant Case Study
Include a brief example of how a similar client benefited from adding this service. Real results from a comparable situation are far more persuasive than theoretical projections. "We added PPC management for [similar client] and they saw a 3x increase in demo bookings within 60 days" makes the opportunity tangible.
Present a Low-Risk Entry Point
Offer a pilot or trial period rather than a full commitment. "We could run a 30-day paid social pilot for $2,000 to test performance before committing to a full retainer" reduces the perceived risk and makes it easy for the client to say yes.
Separate the Upsell from Regular Communication
Do not bury an upsell in a status update or project email. Give it a dedicated email so the client can consider it properly. Mixing upsell pitches into operational communication feels sneaky and makes clients distrust your regular updates.
Pro Tips
- Upsell based on their actual needs and goals, not just to make a sale
- Frame as solving their problems, not selling services
- Time upsells when they make sense (after project completion, when they express new needs)
- Focus on benefits and ROI, not just features
- Make it easy to learn more or say no
- Don't be pushy—genuine value sells itself
What Makes This Template Effective
Value-Focused
Focuses on benefits and outcomes, not just features.
Client-Centric
Frames upsell as solving their problems, not selling.
Relevant Timing
Sent when the upsell makes sense based on their needs.
Clear Benefits
Explains specific benefits and ROI they'll see.
Low Pressure
Offers information and options without being pushy.
Easy Next Steps
Makes it simple to learn more or get started.
Frequently Asked Questions
When should I upsell to existing clients?
Upsell when it genuinely helps them: after completing a project successfully, when they express new needs or goals, or when you identify a gap that your service could fill. Don't upsell immediately after onboarding—build trust first.
How do I avoid being pushy with upsells?
Frame it as sharing an opportunity, not selling. Focus on their goals and how the service helps. Make it easy to say no. Use phrases like "I thought this might interest you" or "Just wanted to share an idea." Low pressure works better.
What if they say no to an upsell?
That's fine. Thank them for considering it and let them know you're here if their needs change. Don't push or follow up aggressively. Maintain the relationship—they may be interested later or refer others.
Should I offer discounts on upsells?
You can offer a "bundle discount" if they add multiple services, but avoid deep discounts that devalue your services. Instead, focus on the value and ROI. If the service is valuable, it should sell at full price.
Related Email Templates
Contract Renewal Email Template
Professional email template for renewing contracts, retainers, and ongoing service agreements.
View TemplateProposal Follow-Up Email Template
Professional email template for following up on proposals and quotes to move prospects toward a decision.
View TemplateThank You Email Template
Professional email template for thanking clients after project completion, payment, or referrals.
View TemplateIdentify Upsell Opportunities
Discover upsell opportunities automatically based on client needs, project completion, and service usage patterns.