Identify upsell opportunities

 
Analyze the provided call transcript [insert link to call transcript] with the customer [name of customer] and identify all instances where the customer expresses interest in additional features or services. For each instance, include relevant background context, the exact customer quote indicating interest, and a brief explanation of why it represents a potential upsell opportunity. Additionally, recommend the most suitable upsell product or service based on the customer’s expressed needs or goals.
 

 
Review the account plan [insert link or attachment] and identify upsell opportunities based on usage metrics, product gaps, and recent support tickets. Draft a report to help a Sales Account Executive outline upsell scenarios. Highlight usage gaps, customer needs, or limitations addressed by the proposed recommendations. Ensure each opportunity is clearly linked to customer context and potential value.
 

 
Review the call transcript [insert link to call transcript] and identify any customer statements that indicate interest in upgrading, expanding usage, or exploring new features. For each signal, provide a brief summary along with the exact customer quote. Analyze the transcript to highlight key purchase patterns, service usage gaps, and potential growth opportunities. Based on your findings, recommend the top three upsell opportunities and suggest the most relevant next-step offers to move the conversation forward.
 

 
Extract all statements from the call transcript [insert link to call transcript or upload transcript file] where the customer expresses interest in additional features or services, explain why each indicates an upsell opportunity, and suggest the most suitable upsell product or service. For each statement, categorize it by product or feature area, assign a priority level (High/Medium/Low), and recommend a next-step message or action to propose an upsell.