Upsell Strategy Designer

upsell-strategy

Design upsell, cross-sell, and expansion revenue strategies. TRIGGERS - Use when user wants to increase average order value, create upsells, or design expansion revenue.

lionelsimai/claude-skills-collection·0installs28stars

SKILL.md

Full skill instructions

Upsell Strategy Designer

Overview

Creates systematic upsell and cross-sell strategies to increase customer lifetime value and average order value.

Workflow

Step 1: Understand Current Offers

Products/services: List everything you sell with prices
Current AOV: Average order value
Customer segments: Who buys what?
Purchase patterns: What do people buy together?

Step 2: Design the Value Ladder

FREE: [Lead magnet / free trial]
  ↓
ENTRY ($X): [Lowest-priced offer]
  ↓
CORE ($XX): [Main offer]
  ↓
PREMIUM ($XXX): [High-value offer]
  ↓
VIP ($XXXX): [Done-for-you / exclusive]

Step 3: Map Upsell Opportunities

Trigger Point	Upsell Offer	Type	Expected Conversion
At checkout	[offer]	Order bump	15-25%
Post-purchase	[offer]	Upsell	10-20%
After onboarding	[offer]	Cross-sell	5-15%
At renewal	[offer]	Upgrade	20-30%
Usage milestone	[offer]	Expansion	10-20%

Step 4: Write the Upsell Scripts/Copy

For each upsell, provide:

Trigger: When to present it
Headline: The offer in one line
Value prop: Why they need this NOW
Price anchor: Show the value vs cost
Urgency: Why now, not later
Copy: Full email/page/popup text

Output Format

# Upsell Strategy: [Business Name]

## Value Ladder
[Visual representation]

## Current Metrics
- AOV: $[X]
- Target AOV: $[X]
- Projected revenue increase: [X]%

## Upsell Opportunities

### Opportunity 1: [Name]
- **Type**: Order bump / Upsell / Cross-sell
- **Trigger**: [when to present]
- **Offer**: [what they get]
- **Price**: $[X] (value: $[X])
- **Expected conversion**: [X]%
- **Revenue impact**: $[X]/month

**Copy**:
> [Full upsell copy]

[Repeat for each opportunity]

## Implementation Priority
1. [Highest impact, easiest to implement]
2. [Next priority]
3. [etc.]

## Revenue Projection
| Upsell | Monthly Revenue | Annual Impact |
|--------|----------------|---------------|
| [Upsell 1] | $X | $X |
| [Upsell 2] | $X | $X |
| **Total** | **$X** | **$X** |

Quality Checklist

Value ladder is logical progression
Each upsell has a clear trigger point
Copy written for each upsell
Revenue projections included
Implementation prioritized by impact

Install skill

Copy and run in your terminal

npx -y skills add https://github.com/lionelsimai/claude-skills-collection --skill upsell-strategy

View on GitHub

skills/upsell-strategy/SKILL.md

ai-agent-memory
Design memory systems for AI agents. TRIGGERS - Use when user needs help with ai-agent-memory related tasks.
1 installs
photography-exhibition-plan
Plan photography exhibitions. TRIGGERS - Use when user needs help with photography-exhibition-plan related tasks.
0 installs
meeting-agenda
Create effective meeting agendas with outcomes and timing. TRIGGERS - Use when user needs help with meeting-agenda related tasks.
0 installs
test-strategy
Design testing strategies across unit, integration, and E2E. TRIGGERS - Use when user needs help with test-strategy related tasks.
0 installs