Imagine this: You're sitting on a goldmine of potential revenue, but you're not even aware of it.

That’s the reality for most businesses when it comes to upselling. Upselling is one of the most powerful, yet underutilized strategies in the business world today. The truth is, you're likely leaving money on the table—lots of it.

While many businesses focus on acquiring new customers, the real profit often lies in maximizing the value of the customers you already have.

Why Upselling Is a Game-Changer:

The Revenue Booster Most Businesses Overlook

Visionaries like Russell Brunson have mastered the art of upselling to the point where they can acquire customers at zero cost. How? By leveraging upsells to cover acquisition costs and generate profit, even on a so-called "free" offer.

And it's not just about breaking even. Some businesses make more money from their upsells than from the original products themselves. Imagine selling a $10 product and then turning that transaction into $50, $100, or even more, all because of a well-placed upsell.

This isn’t just theory—it's a proven strategy that can transform your revenue streams.

If you’re not actively upselling, you’re missing out on one of the transformational ways to grow your business. In this guide, you'll discover how to implement upselling strategies that can significantly increase your revenue without needing to chase after new customers.

I'm going to show you how to unlock the potential of upselling, and get ready—because once you see how much you’ve been missing, you’ll never look at your business the same way again.

Why is Upselling Important to Your Business?

Upselling is crucial because it maximizes the value of each customer interaction, allowing you to generate more revenue without the added cost of acquiring new customers. Here's why upselling is so powerful:

Understanding customer psychology is the key to successful upselling. It’s not just about offering more products; it’s about offering the right products at the right time.

Customers are more likely to say "yes" to an upsell when they feel it enhances their purchase, offers additional value, or satisfies a need they didn’t even know they had.

An effective upsell relies on understanding the customer's journey, Why are they buying your product or service? What would make that even better?

In most cases, you are selling a partial solution to a bigger problem. What if you could solve more of that problem?

For instance, imagine a customer purchasing a high-quality blender. Their immediate goal might be to make smoothies at home. But the bigger problem they’re trying to solve is improving their overall health and making nutritious eating more convenient.

What if, instead of just selling them the blender, you offered an upsell for a complete "Healthy Living Kit"? This could include a set of specialized smoothie recipe books, a subscription to a monthly delivery of fresh, organic ingredients, and access to an online community with nutrition tips and challenges.

Now, you’re not just helping them make smoothies—you’re supporting their entire health journey.

By offering this upsell, you’re addressing their broader goal of living a healthier lifestyle. This turns your product from a simple kitchen appliance into a key component of their long-term wellness plan.

When you can provide solutions to more of their problem, the upsell becomes an essential part of their buying decision, making it far more likely that they’ll say "yes" to the offer.

Okay. So, there are 2 more important things to keep in mind: Timing and Perception.

There are 7 rules that make an upsell simply irresistible.

There’s no one-size-fits-all approach to upselling. Different situations call for different strategies.

Here’s a rundown of 31 of the most effective upsell types:

A product upsell involves offering the customer a more expensive or enhanced version of the product they are considering or have already decided to purchase.

The goal is to encourage them to upgrade to a better, higher-priced option that provides additional features, benefits, or value.

For example, if a customer is buying a basic smartphone, a product upsell would involve suggesting a higher-end model with more advanced features like a better camera, more storage, or a faster processor.

Why are Product Upsells Such a Powerful Technique?

Product upselling is powerful because it taps into the customer’s desire for quality, status, and enhanced experiences. Here’s why it works so effectively:

Product Upsell example

Apple’s iPhone Upsell Strategy

Apple is a master of product upselling, particularly with its iPhone lineup.

When a customer is looking to buy an iPhone, they’re typically presented with multiple models—each with varying features, storage capacities, and prices.

For example:

• Base Model: The customer might start by considering the base model with 64GB of storage.
• Upsell: Apple then highlights the next tier, with 128GB or 256GB of storage, at a higher price point. This is an upsell that leverages the fear of running out of space or missing out on higher performance.

Apple doesn’t stop there.

They also upsell customers on the “Pro” versions of their iPhones, which offer better cameras, enhanced displays, and additional features.

Customers who initially planned to buy the standard model are often tempted to upgrade, believing that the additional features are worth the extra cost.

This strategy is incredibly successful for Apple, contributing significantly to their revenue and profit margins.

How do you implement a product upsell in your Business?

The Product Upsell centers around offering a better version of the product your client is purchasing.

Here's 5 things to think about when planning to add a product upsell to your product lineup.

By following these steps, you can effectively implement product upsells that not only boost your revenue but also increase customer satisfaction by offering them better solutions to their needs.

A cross-sell involves offering customers complementary products or services that enhance their primary purchase.

Unlike upselling, where the focus is on encouraging customers to upgrade to a higher-priced item, cross-selling focuses on adding related products to the sale, which can improve the overall experience or usability of the main product.

For example, if a customer is purchasing a tent for a camping trip, a cross-sell might involve suggesting a sleeping bag, a lantern, or an other camping essentials.

These items complement the original purchase and add value to the customer's overall experience.

Why Is It Such a Powerful Technique?

Cross-selling is powerful for several reasons:

Cross-Sell Example

Amazon's "Frequently Bought Together" Feature

Amazon is a master at cross-selling, and one of the best examples is their "Frequently Bought Together" feature. When a customer views a product, Amazon suggests other related products that are commonly purchased with the item.

For example, if you’re buying a DSLR camera, Amazon might recommend a memory card, camera bag, and tripod as part of a "Frequently Bought Together" bundle.

This cross-selling strategy is highly effective because it not only increases the convenience for the customer but also significantly boosts the average order value.

By presenting these related products together, Amazon makes it easy for customers to add them to their cart with just one click.

How do you implement a Cross-sell in your Business?

The cross-sell upsell is aims to offer complementary products that are essential to the current purchase.

Here are 5 important things to consider when implementing a cross-sell in your business:

By following these steps, you can effectively implement a product cross-sell strategy that not only increases revenue but also improves customer satisfaction by offering them a more complete and enjoyable product experience.

What Is a Bundle Upsell?

A bundle upsell involves offering customers a package of related products or services at a discounted price compared to purchasing each item individually.

The goal is to encourage customers to buy more by presenting the bundled items as a better deal than if they were bought separately.

For example, if a customer is interested in buying a skincare product, a bundle upsell might involve offering a complete skincare set that includes a cleanser, toner, moisturizer, and sunscreen at a lower combined price.

Why Is It Such a Powerful Technique?

Bundle upselling is powerful for several reasons:

Bundle Upsell Example

McDonald’s Meal Combos

One of the most famous examples of a bundle upsell is McDonald’s meal combos.

Instead of just offering a burger, McDonald’s bundles the burger with fries and a drink at a discounted price compared to buying each item separately.

This prompts customers to buy higher margin drinks and french fries, instead of just a burger. This increases total revenue, average order value, and increases overall margins.

For example:

• Individual Prices: A burger might cost $4.50, fries $2.00, and a drink $1.50, totaling $8.00.
• Combo Price: A meal combo could be priced at $6.99, making it an appealing option for customers looking to save money while getting more.

This bundling strategy is effective because it increases the average order value while also providing convenience to the customer.

It’s easier to order a combo than to think through the individual items, and the perceived savings make it a no-brainer for many customers.

How do you implement a Bundle upsell in your Business?

Here’s a step-by-step guide to implementing a bundle upsell strategy in your business:

By implementing a bundle upsell strategy, you can effectively increase your average order value, enhance customer satisfaction by offering convenient solutions, and ultimately boost your revenue.

An add-on or accessory upsell involves offering customers additional products or services that complement the main item they are purchasing.

These are typically smaller, supplementary items that enhance the functionality, protection, or experience of the primary product.

For example, if a customer is buying a smartphone, an add-on upsell might include a protective case, a screen protector, or a pair of wireless earbuds.

Why Is It Such a Powerful Technique?

Add-on or accessory upselling is powerful for several reasons:

Add-on / Accessory Upsell Example

Sephora’s Add-On Strategy with Beauty Product Purchases

Sephora, a leading beauty retailer, is an excellent example of successfully implementing add-on upsells.

When customers purchase a beauty product, Sephora frequently suggests complementary accessories or additional products that enhance the use of the main item.

For instance:

• Makeup Brushes and Tools: If a customer buys a foundation, Sephora often suggests high-quality makeup brushes or sponges as an add-on. These tools are essential for applying the product effectively and achieving the desired look.
• Travel-Sized Products: Sephora offers travel-sized versions of popular skincare or beauty products as add-ons. Customers who purchase a full-sized moisturizer, for example, might be encouraged to buy a travel-sized version for convenience on the go.
• Cosmetic Bags: When purchasing multiple beauty items, Sephora might upsell a stylish cosmetic bag to help the customer organize and carry their products. This adds value by providing a convenient storage solution.

This strategy works well because the low cost accessories directly complement the customer’s main purchase, making them more likely to buy additional items.

By offering relevant and useful add-ons, Sephora increases the average order value while enhancing the customer’s overall shopping experience.

How do you implement an add-on upsell in your Business?

Here’s a step-by-step guide to implementing an add-on or accessory upsell strategy in your business:

By following these steps, you can effectively implement an add-on or accessory upsell strategy that not only increases your average order value but also enhances the customer’s experience, making them more satisfied with their purchase and more likely to return.

A service upsell involves offering customers additional services that complement or enhance the product or service they are purchasing.

Unlike product upsells, which focus on physical items, service upsells provide added value through expertise, convenience, or extended support.

For example, if a customer is purchasing a piece of furniture, a service upsell might include offering delivery and assembly services, or a protection plan that covers accidental damage.

Why Is It Such a Powerful Technique?

Service upselling is powerful for several key reasons:

Service Upsell Example

IKEA’s Delivery and Assembly Services

IKEA, the global furniture retailer, provides a notable example of effective service upselling. When customers purchase furniture, they are offered the option to add delivery and assembly services.

For instance:

• Delivery Service: IKEA offers to deliver large furniture items directly to the customer’s home, saving them the hassle of transporting bulky items themselves. This is particularly appealing given the size and weight of many IKEA products.
• Assembly Service: Recognizing that not all customers have the time, tools, or patience to assemble furniture, IKEA also offers an assembly service. For a fee, customers can have their furniture professionally assembled in their home.

These services are highly valued by customers who want a convenient, stress-free shopping experience.

By offering delivery and assembly as upsells, IKEA not only increases its average order value but also enhances customer satisfaction by removing common pain points associated with furniture purchases.

How do you implement a Service upsell in your Business?

Here’s a step-by-step guide to implementing a service upsell strategy in your business:

By following these steps, you can effectively implement a service upsell strategy that not only increases your revenue but also enhances customer satisfaction by addressing their needs and providing them with added value.

A subscription upsell involves converting a one-time purchase into a recurring subscription service or encouraging a customer to upgrade from a basic subscription to a more premium, feature-rich plan.

This upsell strategy leverages the customer’s initial interest in a product or service to create ongoing revenue through repeat payments.

For example, if a customer purchases a single box of a meal delivery kit, a subscription upsell might involve offering them a discounted rate for weekly deliveries.

Why Is It Such a Powerful Technique?

Subscription upselling is powerful for several reasons:

Subscription Upsell Example  

Dollar Shave Club’s Razor Subscription

Dollar Shave Club (DSC) revolutionized the shaving industry with its subscription-based model.

Initially, customers would purchase a single razor or starter kit, but DSC quickly upsells them into a subscription service where they receive replacement blades and other grooming products on a monthly basis.

For instance:

• Starter Kits: New customers are often introduced to the brand through an affordable starter kit, which includes a razor handle and a few blades.
• Subscription Upsell: After the initial purchase, DSC offers customers the option to subscribe to regular blade deliveries, ensuring they never run out. They also upsell customers on related products like shaving cream, aftershave, and skincare items as part of their monthly subscription.

This strategy is highly effective because it taps into the convenience of never having to remember to buy new blades, while also introducing customers to a wider range of grooming products.

The subscription model ensures consistent revenue for DSC and enhances customer retention.

How do you implement a Subscription upsell in your Business?

Here’s a step-by-step guide to implementing a subscription upsell strategy in your business:

By implementing these steps, you can effectively convert one-time customers into loyal subscribers, creating a steady stream of recurring revenue that supports long-term business growth.

A freemium to premium upsell is a strategy where businesses offer a free version of their product or service with limited features, alongside a paid premium version that provides enhanced capabilities or exclusive benefits.

The goal is to convert free users into paying customers by showcasing the additional value that comes with the premium version.

For example, a company might offer free access to a limited set of features, but to unlock advanced tools, users would need to upgrade to the premium tier.

This model attracts users by giving them a taste of the product while encouraging them to upgrade for a more comprehensive experience.

Why Is It Such a Powerful Technique?

Freemium to premium upselling is powerful for several reasons:

Freemium to Premium Upsell Example 

Spotify's Free Trial to Paid Subscription

Spotify is a textbook example of the freemium-to-premium upsell model. The music streaming platform offers users a free version of its service, allowing them to access millions of songs, but with limitations like ads, restricted skips, and lower sound quality.

Spotify encourages users to upgrade to the Premium plan to unlock additional features that enhance the overall listening experience.

For instance:

• Freemium Tier: Spotify’s free version gives users access to the entire music library, but with ads interrupting playback, a limited number of skips per hour, and no ability to download songs for offline listening.
• Premium Upsell: Spotify promotes its Premium plan as an ad-free, unlimited listening experience, offering offline access and higher sound quality. Users are encouraged to upgrade through in-app reminders, email offers, and occasional discounts like “3 months for $0.99.”

Spotify’s strategy works because the freemium tier gives users a taste of the service’s core value, while the restrictions on free accounts create a natural incentive to upgrade.

By offering Premium features that solve the pain points of the free version, Spotify drives users to convert to paying subscribers.

How do you implement a Freemium to Premium upsell in your Business?

Here’s a step-by-step guide to implementing a freemium to premium upsell strategy in your business:

By implementing these steps, you can effectively convert free trial users into paying customers, ensuring a sustainable stream of recurring revenue and a more engaged customer base.

An upgrade upsell is a strategy where customers are encouraged to move from a basic or standard version of a product or service to a more premium, feature-rich, or enhanced version.

The idea is to get the customer to "level up" their experience by offering better functionality, greater value, or exclusive perks that justify a higher price.

For example, if a customer is purchasing a standard hotel room, the upgrade upsell would involve offering them a suite or room with better amenities, like a sea view or access to exclusive hotel services.

Why Is It Such a Powerful Technique?

Upgrade upselling is powerful for several reasons:

Upgrade Upsell Example

KLM Royal Dutch Airlines Offering Seat Upgrades

One of the best real-world examples of an upgrade upsell is the airline industry.

When customers book an economy-class ticket, airlines frequently offer them the option to upgrade to premium economy, business class, or first class.

And, if they don't sell out of their upgraded seats, they'll discount them later at check-in to fill them up.

For example, I recently booked economy-class tickets for a trip to Europe. Business class tickets were absurdly expensive and would have cost me an additional $5,500 when booking compared to my economy fares.

When checking in, there were open business class seats, and KLM offered me an upgrade to business class for $800 which I gladly took.

These upgrades typically come with additional benefits like extra legroom, priority boarding, better meals, and enhanced service.

For instance:

• Economy to Premium Economy: Airlines such as British Airways, Delta, and Emirates often offer an upsell from economy class to premium economy, which features larger seats, extra legroom, and better food options.
• In-Flight Upsell Offers: Some airlines offer last-minute seat upgrade deals before boarding or even once the customer is seated, using notifications via apps or in-flight staff.

This strategy works well because passengers are already committed to the flight, and the upgrade enhances their experience. For many, the extra comfort and perks of a higher class are worth the additional cost, particularly for long flights.

How do you implement a upgrade upsell in your Business?

Here’s a step-by-step guide to implementing an upgrade upsell strategy in your business:

By following these steps, you can effectively implement an upgrade upsell strategy that boosts revenue, enhances customer satisfaction, and increases customer lifetime value.

The key is to ensure that the upgrade offers real, tangible benefits that are compelling enough for customers to justify spending more.

A limited-time offer (LTO) upsell is a strategy where customers are presented with an opportunity to purchase an additional product, service, or upgrade, but only for a short period.

The goal is to create a sense of urgency, encouraging customers to take immediate action to avoid missing out on the deal.

For example, when a customer is in the checkout process, they may see a pop-up offering a discounted product or upgrade that is only available for the next 24 hours or until they complete the current transaction.

Why Is It Such a Powerful Technique?

Limited-time offer upsells are powerful because they tap into several key psychological principles:

Limited-Time Offer Upsell Example

Domino’s Pizza "Limited-Time Deal" Upsell

Domino’s Pizza is well-known for its limited-time upsell offers during the ordering process.

When a customer places an order online, Domino’s frequently offers add-ons like breadsticks, desserts, or drinks at a discounted price—but only if the customer adds it to their order within a short time frame.

For instance:

• Limited-Time Deal: After selecting a pizza, the customer may be presented with a pop-up offering 50% off an order of garlic bread or a dessert, but the offer is only available if they add it to their order within the next 5 minutes or before completing their transaction.
• Online Checkout Upsell: Domino’s uses countdown timers and promotional banners to make the limited-time offer more compelling, creating a sense of urgency that encourages customers to take advantage of the deal immediately.

This strategy works well because it taps into the customer’s desire to get more value from their purchase while leveraging the urgency of the limited-time offer.

It also increases Domino’s average order value by enticing customers to add additional items to their meal.

How do you implement a Limited time offer upsell in your Business?

Here’s a step-by-step guide to implementing a limited-time offer upsell strategy in your business:

By following these steps, businesses can effectively implement limited-time offer upsells that capitalize on urgency, create additional value for customers, and significantly boost revenue.

The key is making sure the offer is both relevant and time-sensitive, encouraging customers to take quick action.

A personalized upsell involves offering customers tailored product or service recommendations based on their individual preferences, browsing history, purchase behavior, or demographic data.

Unlike generic upsells, which target all customers the same way, personalized upsells are specifically curated to align with what the individual customer is likely to want or need.

For example, if a customer frequently buys running shoes from an online retailer, a personalized upsell might suggest new running gear, such as socks or fitness apparel, based on their past purchase history.

Why Is It Such a Powerful Technique?

Personalized upselling is a powerful technique for several reasons:

Personalized Upsell Example

Amazon’s "Recommended for You" Upsell

Amazon is one of the most prominent examples of a business using personalized upsells.

Based on a customer’s browsing history, past purchases, and items in their cart, Amazon curates specific product recommendations under the “Recommended for You” section.

For instance:

• Personalized Recommendations: If a customer frequently purchases books in a particular genre, Amazon will suggest other books by the same authors or similar genres. Similarly, if someone buys electronics, Amazon might upsell related accessories such as chargers, cases, or headphones.
• Product Suggestions on Checkout: Amazon also suggests personalized upsells during the checkout process. If a customer has previously bought pet food, the platform might recommend an automatic pet feeder, or if they’ve recently purchased kitchen appliances, Amazon might suggest cleaning tools or compatible add-ons.

In my case, I regularly purchase items for my business, so Amazon recommends things I buy frequently. And evidently, I lose a lot of golf balls.

Amazon’s approach works so well because the recommendations feel directly relevant to the customer’s tastes and needs.

Instead of random upsells, the personalization makes it more likely that the customer will consider purchasing additional items, leading to increased average order value.

How do you implement a Personalized upsell in your Business?

Here’s a step-by-step guide to implementing a personalized upsell strategy in your business:

By following these steps, you can implement a personalized upsell strategy that increases customer satisfaction, drives higher conversions, and boosts your overall revenue.

A membership upsell involves offering customers the opportunity to join a paid membership program that provides exclusive perks, benefits, or access to premium content.

This can range from loyalty programs with discounts, access to exclusive services, or members-only content.

The goal is to convert a regular customer into a long-term member by demonstrating the ongoing value of the membership.

For example, an e-commerce store might offer a membership where customers receive free shipping on all orders, early access to sales, and special member discounts for a monthly or annual fee.

Why Is It Such a Powerful Technique?

Membership upselling is a powerful technique for several reasons:

Membership Upsell Example

Best Buy Totaltech Membership

Best Buy has perfected the membership upsell with its Totaltech program, offering exclusive benefits that appeal to tech enthusiasts and frequent shoppers.

Best Buy gives customers access to premium perks through its Totaltech membership, which includes valuable services like free shipping, expert tech support, and early access to hard-to-find products.

Customers can join the Totaltech membership for $179.99 per year.

This membership includes unlimited access to Geek Squad tech support, free shipping on all orders, and exclusive access to special products—especially useful during high-demand periods like the holidays.

Best Buy effectively uses the Totaltech membership to enhance customer loyalty by offering a seamless experience with exclusive services.

Members are more likely to renew annually because they continuously benefit from the premium services, turning Best Buy into their go-to source for all tech purchases and support.

How do you implement a Membership upsell in your Business?

Here’s a step-by-step guide to implementing a membership upsell strategy in your business:

By implementing these steps, you can effectively launch a membership upsell that not only boosts your revenue through recurring payments but also creates a loyal customer base that feels valued and connected to your brand.

A trial to full purchase upsell involves offering customers a limited-time, often free or discounted, trial period to experience a product or service.

After the trial period ends, the goal is to convert them into paying customers by encouraging them to make a full purchase or subscribe to a premium version.

This upsell technique allows users to experience the value of the product firsthand before making a commitment.

For example, a software company might offer a 14-day free trial of their premium tool with limited access to features, and after the trial, the user is upsold to a full subscription or license purchase.

Why Is It Such a Powerful Technique?

Trial to full purchase upsells are incredibly powerful because:

Trial to Full Purchase Upsell Example

Trosky Baseball’s 7-Day $1 Trial

Trosky Baseball, a platform that provides high-level baseball training, uses a freemium to premium model with its 7-day free trial offering.

Trosky gives new users free access to their premium content for seven days, allowing them to experience the full range of their elite baseball drills, coaching insights, and game strategies.

For instance:

• Paid Trial: Users who sign up for the $1 (low cost) 7-day trial gain access to all of Trosky’s premium content, including detailed video lessons and professional-level training resources. During this period, users can explore everything the platform has to offer without limitations.
• Premium: Once the trial period ends, Trosky Baseball encourages users to subscribe to their premium service to continue accessing the content. The premium subscription includes advanced drills, personalized coaching, and ongoing training sessions designed to take players’ skills to the next level.

Trosky Baseball effectively uses the free trial to demonstrate the value of its premium training program.

Users are given a full experience of what they can achieve with regular access to high-quality content, and by the end of the trial, they are more inclined to subscribe to continue their progress.

How do you implement a Trial to full purchase upsell in your Business?

Here’s a step-by-step guide to implementing a trial-to-full-purchase upsell in your business:

By following these steps, businesses can effectively implement a trial-to-full-purchase upsell strategy that builds trust, increases conversions, and creates long-term paying customers.

The key is to deliver value during the trial while making it easy and compelling for users to commit to a full purchase.

A Custom Bundle or Build-Your-Own upsell allows customers to create a personalized package of products or services by selecting individual items that fit their needs. Instead of being offered a pre-set bundle, customers have the flexibility to choose which items to include, often at a discounted rate for buying them together.

This upsell strategy empowers customers to tailor their purchase while increasing the overall value of their order.

For example, an online apparel retailer might allow customers to build their own wardrobe bundle by selecting a shirt, pants, and shoes, with a discount applied when all items are purchased together.

Why Is It Such a Powerful Technique?

Custom bundles or build-your-own upsells are powerful for several reasons:

Custom Bundle or Build-Your-Own Upsell Example

Dell’s "Customize Your PC" Feature

Dell is a great example of a company using a build-your-own upsell model.

When purchasing a new laptop or desktop computer from Dell, customers are given the opportunity to fully customize their device by selecting various components such as the processor, memory, storage, graphics card, and additional accessories like monitors or keyboards.

For instance:

• Base Product: Customers begin by selecting a base laptop model.
• Build-Your-Own Upsell: They are then prompted to upgrade individual components (e.g., more RAM, larger hard drive) or add peripherals (e.g., a mouse, external drive) as part of a custom bundle, often at a discounted rate for bundling multiple upgrades.

Dell’s strategy works because it allows customers to tailor their purchase based on their specific needs and budget, all while increasing the total value of the sale.

Customers feel like they’re getting a personalized product while benefiting from a deal on additional items or upgrades.

How do you implement a Custom Bundle or Build-Your-Own Upsell in your Business?

Here’s a step-by-step guide to implementing a custom bundle or build-your-own upsell strategy in your business:

By implementing a custom bundle or build-your-own upsell, businesses can increase customer satisfaction by offering personalized solutions while boosting their average order value through cross-selling and upselling.

The key is to offer flexibility, simplicity, and clear value to the customer.

An Upgrade with Incentive upsell involves offering customers an opportunity to move from a basic product or service to a higher-tier or premium version, but with an added bonus or incentive to make the upgrade more appealing.

The incentive can take various forms, such as discounts, additional features, free items, or exclusive access.

This strategy entices customers to upgrade by providing extra value beyond the standard upgrade.

For example, a hotel might offer a room upgrade from standard to deluxe and include a complimentary breakfast or spa access as an incentive.

Why Is It Such a Powerful Technique?

Upgrade with incentive upselling is powerful for several key reasons:

Upgrade with Incentive Upsell Example

T-Mobile's "Magenta Max" Upgrade with Netflix Subscription

T-Mobile offers an excellent example of an Upgrade with Incentive upsell. Customers on the standard "Magenta" plan are encouraged to upgrade to the "Magenta Max" plan, the company's highest-tier unlimited plan.

As an incentive for upgrading, T-Mobile includes a free Netflix subscription for customers with two or more lines.

For instance:

• Upgrade Offer: The "Magenta Max" plan includes better data speeds, higher streaming quality, and priority network access compared to the standard "Magenta" plan.
• Incentive: Customers who upgrade to "Magenta Max" get a complimentary Netflix subscription (included in the plan) as an additional benefit.

This strategy is effective because the bonus of a free Netflix subscription adds immediate, recognizable value to the upgrade.

Many customers already subscribe to Netflix, so being able to bundle this service at no additional cost makes the higher-tier plan more appealing, even for customers who might not have considered upgrading otherwise.

How do you implement a upgrade with incentive Upsell in your Business?

Here’s a step-by-step guide to implementing an Upgrade with Incentive upsell strategy in your business:

By following these steps, you can implement an Upgrade with Incentive upsell that increases customer satisfaction, boosts revenue, and creates loyalty by offering more value through meaningful incentives.

A Quantity Upsell encourages customers to purchase more units of a product at a discounted rate or with additional incentives.

Rather than focusing on upgrading to a premium version, the goal of a quantity upsell is to persuade the customer to buy a larger quantity than they initially planned.

This type of upsell is often seen in bulk purchase deals, "Buy One, Get One" offers, or multi-pack promotions.

For example, a skincare company might offer a discount when customers buy three bottles of moisturizer instead of just one.

Why Is It Such a Powerful Technique?

Quantity upsells are powerful for several reasons:

Quantity Upsell Example

Costco’s "Buy in Bulk" Strategy

Costco is famous for its Quantity Upsell approach.

The retailer’s entire business model is built around getting customers to buy larger quantities at discounted prices.

For example, instead of buying a single bottle of shampoo, Costco sells a bundle of three large bottles at a lower cost per unit.

This makes customers feel like they are getting a better deal by purchasing more.

For instance:

• Single Purchase Price: A regular grocery store might sell one bottle of shampoo for $8.
• Quantity Upsell: Costco offers a three-pack of the same shampoo for $20, reducing the per-unit cost to about $6.67 each.

Customers appreciate the value and convenience of buying in bulk, and Costco benefits from higher average transaction sizes.

This strategy works because customers feel like they’re saving money in the long run, even though they’re spending more upfront.

How do you implement a quantity Upsell in your Business?

Here’s a step-by-step guide to implementing a quantity upsell strategy in your business:

By implementing these steps, you can create an effective quantity upsell strategy that boosts revenue, increases customer loyalty, and maximizes inventory turnover.

The key is to offer clear savings and make the larger purchase feel like a smart, value-driven decision for the customer.

A Limited-Edition or Exclusive Upsell involves offering customers a unique, rare, or time-sensitive version of a product or service that is only available for a limited time or to a specific group of people.

This type of upsell plays on the principles of scarcity and exclusivity, creating a sense of urgency and desire for products that are perceived as rare or special.

For example, a fashion brand might release a limited-edition jacket that is only available for purchase for one week, or a tech company might offer a premium version of a product in a rare color or configuration that is only available to loyalty program members.

Why Is It Such a Powerful Technique?

Limited-edition or exclusive upsells are powerful for several reasons:

Limited-Edition or Exclusive Upsell Example

Playstation Limited Edition Console Upsells

PlayStation has mastered the use of limited-edition and exclusive upsells through its special console and game bundles.

Sony regularly releases limited-edition PlayStation consoles and bundles, often in collaboration with blockbuster game releases, which offer customers a rare opportunity to purchase a custom-designed console with exclusive in-game content.

For instance:

Exclusive Bundles: Sony offers limited-edition PlayStation consoles with unique designs tied to popular game releases, such as Spider-Man: Miles Morales or Final Fantasy. These bundles often include custom artwork on the console, rare in-game skins, and exclusive downloadable content, making them highly desirable for both gamers and collectors.

Limited-Time Availability: These bundles are available in small quantities, and once they sell out, they are no longer produced. Sony typically releases them around major game launches, creating a sense of urgency for customers who want to own a piece of gaming history. The limited-edition nature of these products allows Sony to charge a premium, offering an upsell to those considering a standard console purchase.

Sony’s strategy works because it taps into the desire for exclusivity and rarity in the gaming community. By bundling special edition consoles with unique in-game content,

Sony turns regular console purchases into premium experiences that customers are eager to upgrade to, driving higher sales and customer engagement.

How do you implement a limited edition (exclusive) Upsell in your Business?

Here’s a step-by-step guide to implementing a limited-edition or exclusive upsell strategy in your business:

By implementing these steps, you can create a powerful limited-edition or exclusive upsell strategy that increases sales, boosts customer loyalty, and elevates your brand by offering unique, desirable products.

The key is to create something truly rare and valuable that resonates with your audience and makes them feel like they are part of something special.

A VIP or Priority Access Upsell involves offering customers the opportunity to gain special access, exclusive benefits, or faster service for a fee.

This type of upsell usually grants customers privileges that standard customers don’t receive, such as early access to products, priority customer service, faster shipping, or exclusive content and events.

The idea is to make the customer feel like a VIP and offer a premium experience in exchange for an additional cost.

For example, an airline might offer customers the ability to pay for priority boarding, giving them early access to the plane and more time to settle before the flight.

Why Is It Such a Powerful Technique?

VIP or priority access upselling is powerful for several reasons:

VIP or Priority Access Upsell Example

Disney’s Genie+ and Lightning Lane

Disney’s Genie+ and Lightning Lane are excellent examples of a VIP or Priority Access Upsell.

At its theme parks, Disney offers guests the ability to purchase Genie+, which allows them to use the Lightning Lane entrances at select attractions.

This gives them priority access to popular rides, bypassing the standard lines and reducing wait times.

For instance:

• Standard Admission: Guests can enter the park and wait in regular lines for rides and attractions, often facing long wait times.
• Priority Access Upsell: With Genie+, guests can pay an additional fee to use the Lightning Lane, effectively skipping the standard lines for a shorter wait time on select rides. For certain high-demand rides, guests can pay an additional fee for individual Lightning Lane access to skip the line entirely.

This strategy works well because Disney customers are often willing to pay more for a premium experience, especially when it means spending less time waiting in line and more time enjoying the attractions. The upsell enhances the overall park experience and gives customers a VIP feel without significantly increasing Disney’s operational costs.

How do you implement a VIP (priority access) Upsell in your Business?

Here’s a step-by-step guide to implementing a VIP or priority access upsell strategy in your business:

By implementing these steps, you can create an effective VIP or priority access upsell strategy that enhances customer satisfaction, boosts loyalty, and generates additional revenue by offering an elite experience that customers are happy to pay for.

The key is to offer real, tangible benefits that make customers feel special and valued.

An Early Access Upsell gives customers the opportunity to pay for the privilege of accessing a product, service, or content before it becomes available to the general public.

This upsell technique creates excitement and exclusivity by allowing early adopters to be the first to experience something new.

It can be used for product launches, limited-edition items, beta testing for software, or even exclusive access to sales and events.

For example, a video game company might offer players the ability to purchase early access to a new game release a week before the official launch date.

Why Is It Such a Powerful Technique?

Early access upselling is powerful for several reasons:

Early Access Upsell Example

Peloton’s Early Access to New Equipment

Peloton, the popular fitness company, frequently offers early access to its new equipment releases to existing customers and subscribers.

For example, when Peloton launched its new Bike+ model, they gave current Peloton members the opportunity to purchase the new bike before it became available to the general public.

For instance:

• Early Access Offer: Peloton allowed its members and subscribers to place orders for the Bike+ two weeks before it was available to non-members. This created a sense of exclusivity and excitement among their loyal customers, many of whom were eager to upgrade.
• Member-Only Upsell: In addition to early access, Peloton often bundles exclusive content or perks, such as free delivery, installation, or an extended warranty, for members who participate in the early access upsell.

Peloton’s strategy worked well because it tapped into their engaged, loyal customer base, offering them the chance to be the first to own and use the latest equipment.

The exclusivity of the early access deal helped drive significant sales before the official launch date.

How do you implement an early Access Upsell in your Business?

Here’s a step-by-step guide to implementing an early access upsell strategy in your business:

By implementing these steps, you can create an effective early access upsell that builds excitement, generates early revenue, and strengthens customer loyalty.

The key is to make the offer feel exclusive and valuable, while tapping into your customers’ desire to be first in line for new products or experiences.

A Warranty or Insurance Upsell is a sales tactic where customers are offered an extended warranty or insurance coverage on a product or service, beyond the standard manufacturer’s warranty.

This upsell provides customers with peace of mind by protecting their purchase against damage, malfunction, or loss for a longer period or under more extensive conditions than the basic warranty.

For example, an electronics retailer might offer an extended warranty for a laptop that covers repairs or replacements for an additional two years, beyond the manufacturer’s one-year warranty.

Why Is It Such a Powerful Technique?

Warranty or insurance upsells are powerful for several reasons:

Warranty or Insurance Upsell Example

Apple’s AppleCare+

One of the most well-known examples of a Warranty or Insurance Upsell is AppleCare+. 

Apple offers customers the option to purchase AppleCare+ coverage on their devices, including iPhones, iPads, Macs, and other Apple products.

This extended warranty provides additional protection beyond the standard warranty, covering accidental damage, repairs, and even replacements in some cases.

For instance:

• Standard Warranty: Apple devices come with a one-year limited warranty and 90 days of free technical support.
• AppleCare+ Upsell: Customers can purchase AppleCare+ for an additional fee, extending the warranty to two or three years (depending on the device) and adding coverage for accidental damage, including cracked screens or water damage, for a small service fee.

AppleCare+ is highly successful because Apple products are often seen as valuable investments, and customers are willing to pay for the extra peace of mind that comes with knowing their device is protected from accidental damage or malfunctions.

The upsell is especially effective because Apple clearly communicates the potential costs of out-of-warranty repairs, making the added protection feel like a wise investment.

How do you implement an Warranty / Insurance Upsell in your Business?

Here’s a step-by-step guide to implementing a warranty or insurance upsell in your business:

By implementing these steps, you can effectively upsell warranties or insurance coverage, increasing your average order value while providing customers with valuable peace of mind.

The key is to present the upsell as a logical, risk-reducing decision that protects their investment without overwhelming them with too much information or complexity.

An Experience or Event Upsell involves offering customers access to exclusive events, immersive experiences, or unique activities tied to a product or service.

This could include VIP access to concerts, backstage passes, meet-and-greet opportunities, or even guided tours or workshops.

The upsell adds value by offering an experiential component that goes beyond the core product, enhancing the customer’s overall engagement and enjoyment.

For example, a luxury hotel might offer guests the opportunity to book an exclusive sunset yacht cruise as an upsell to their stay.

Why Is It Such a Powerful Technique?

Experience or event upsells are powerful for several reasons:

Experience / Event Upsell Example

Stag's Leap Wine Cellars Tastings & Tours

Stag’s Leap Wine Cellars in Napa Valley provides a premium experience upsell with its exclusive tastings and private tours, offering guests a unique, immersive encounter with their world-renowned wines.

Every winery has some sort of tasting, but Stag's Leap Wine Cellars ups the game to truly deliver a world class experience. This experience creates an opportunity to cement an everlasting memory uniquely paired with their wines which should also lead to repeat sales. 

For instance:

• Exclusive Tastings: Stag’s Leap Wine Cellars offers a premium experience called the FAY Outlook & Visitor Center Tasting, where guests can sample limited-production wines while overlooking their scenic vineyards. Members of their Wine Club receive invitations to exclusive tasting events, such as new release parties and private tastings of small-batch wines that are only available to club members.
• Behind-the-Scenes Tour: As an additional upsell, Stag’s Leap offers a Cellarius Kitchen Experience, a private tour where guests explore the vineyards and cellars and enjoy a multi-course food and wine pairing with seasonal dishes crafted by a chef. This behind-the-scenes tour, hosted by a knowledgeable wine educator, provides deeper insights into the winery’s history, winemaking techniques, and rare wines.

By offering exclusive access to special tastings, member-only events, and immersive experiences, Stag’s Leap turns a standard visit into a memorable, premium experience.

These offerings not only appeal to wine enthusiasts who want a unique experience but also encourage guests to join the Wine Club, driving loyalty and creating opportunities for repeat visits.

How do you implement an Experience / Event Upsell in your Business?

Here’s a step-by-step guide to implementing an experience or event upsell in your business:

By implementing these steps, businesses can effectively upsell experiences or events that add value, create lasting memories, and increase customer loyalty.

The key is to offer an exclusive, well-executed experience that resonates with customers and aligns with your brand’s overall mission.

A Loyalty Program Upsell encourages customers to join a paid or premium version of a loyalty program, offering exclusive benefits, rewards, and perks in exchange for their commitment to the brand.

Unlike traditional free loyalty programs, a loyalty program upsell typically provides higher-tier benefits like increased rewards, VIP treatment, priority access, or special discounts that are only available to members who pay a fee or reach a certain spending threshold.

For example, a retail chain might offer a premium loyalty program where customers can access exclusive sales, free shipping, or personalized shopping experiences for a monthly or annual fee.

Why Is It Such a Powerful Technique?

Loyalty program upselling is powerful for several reasons:

Loyalty Program Upsell Example

Amazon Prime

While Loyalty Program Upsells can be utilized in almost ANY type of business, we're going back to Amazon for our example.

Amazon Prime is one of the best-known examples of a successful Loyalty Program Upsell.

While anyone can shop on Amazon, Prime members pay an annual or monthly fee to access a range of exclusive benefits, including free two-day shipping, Prime Video streaming, early access to deals, and special discounts. 

Big list, right? The list of benefits is so long, that you might not even be able to read it because I had to make the image smaller to fit on this post - which is kind of the whole point.

Amazon Prime takes a traditional loyalty program to the next level by offering premium perks that incentivize customers to make more frequent purchases.

For instance:

• Standard Shopping Experience: Customers can shop on Amazon without Prime, paying for shipping and missing out on other exclusive benefits.
• Loyalty Program Upsell: Amazon Prime members pay a yearly or monthly subscription fee in exchange for free shipping, access to Amazon’s streaming service, exclusive discounts, and early access to flash sales and events like Prime Day.

Amazon’s strategy works because the perks of Prime membership are clear, valuable, and cover a wide range of benefits that appeal to different customer needs—convenience, entertainment, and savings.

The annual fee encourages members to make more purchases to maximize the value of their membership, leading to higher average spend and customer retention.

How do you implement a loyalty program Upsell in your Business?

Here’s a step-by-step guide to implementing a loyalty program upsell strategy in your business:

By implementing these steps, businesses can create a successful loyalty program upsell that encourages long-term customer engagement, increases revenue, and builds brand loyalty.

The key is offering exclusive, high-value benefits that make customers feel they’re getting special treatment while ensuring the program provides tangible savings and rewards.

A Custom or Personalized Product Upsell offers customers the ability to personalize or customize a product to their preferences, making it unique to them.

This could include adding their name, selecting specific features or colors, or even designing an entirely custom item.

Personalization turns a standard product into something more meaningful and exclusive, giving customers the chance to tailor their purchase to their needs or tastes.

For example, an apparel brand might offer customers the opportunity to customize a T-shirt by selecting the color, adding text, or choosing a specific graphic that resonates with their personality.

Why Is It Such a Powerful Technique?

Custom or personalized product upselling is powerful for several reasons:

Personalized Product Upsell Example

44 Pro's Baseball Glove Personalizer

44 Pro Baseball Gloves is an excellent example of a Custom or Personalized Product Upsell.

Through its platform, 44 Pro allows customers to design their own baseball gloves, selecting from a wide range of colors, materials, patterns, and even adding personal touches like custom embroidery or initials.

For instance:

• Standard Product: Customers can purchase a standard 44 Pro glove model, crafted with high-quality materials but without any customizations.
• Personalized Upsell: Through 44 Pro’s customization tool, customers can fully personalize their glove by choosing the color of each glove component (webbing, palm, stitching), selecting the leather type (Japanese Kip leather, for example), and adding custom embroidery, such as their name or a team logo.

Not only can you truly personalize your own glove, but 44 Pro adds little upsells in the builder as well. You can choose the standard embroidered logo or pay $7 more to get an embroidered flag or 3D logo. You can add your name, text, country flags, and more making your glove uniquely your own.

This strategy is highly effective because it allows 44 Pro to charge a premium for a product that reflects each customer’s style and preferences, giving them a unique sense of ownership. 

It also taps into the baseball and softball communities’ desire for high-performance, personalized gear, turning a regular glove into a deeply personal, one-of-a-kind piece.

How do you implement a Personalized Product Upsell in your Business?

Here’s a step-by-step guide to implementing a custom or personalized product upsell in your business:

By implementing these steps, you can create a successful custom or personalized product upsell strategy that increases customer engagement, drives higher sales, and builds brand loyalty.

The key is to offer customization options that add real value and give customers a sense of ownership over their purchases.

A Gifting Upsell offers customers the opportunity to purchase additional items or services that make the product ideal for gifting.

This can include gift wrapping, personalized messages, curated gift sets, or the option to add a complementary product to create a gift bundle.

The goal is to enhance the product's appeal as a gift, making it more convenient and thoughtful for the buyer to give.

For example, an e-commerce retailer might offer gift-wrapping services or a personalized message as an upsell during the checkout process.

Why Is It Such a Powerful Technique?

Gifting upsells are powerful for several reasons:

Gifting Upsell Example

Harry & David’s Gift Basket Customization

Harry & David, a retailer known for its gourmet gift baskets, is an excellent example of a Gifting Upsell strategy.

And I have to say, their selection is amazing.

The company offers customers the ability to add extras to their gift baskets such as: premium packaging and additional items like wine or chocolates.

This allows customers to create a more personalized and luxurious gift-giving experience.

And of course at checkout, they offer the ability to include a personalized printed greeting card, for an additional $4.99.

This strategy is effective because Harry & David’s customers are already in a gifting mindset, and the upsell options make the gifts feel more thoughtful and luxurious.

By offering these extras, the company significantly increases the average order value while delivering a more personalized experience to both the buyer and the recipient.

How do you implement a Gifting Upsell in your Business?

Here’s a step-by-step guide to implementing a gifting upsell strategy in your business:

By implementing these steps, businesses can create a successful gifting upsell strategy that increases revenue, enhances the customer experience, and makes the gift-giving process more convenient and thoughtful.

The key is to offer options that feel personal, meaningful, and easy to add, making the buyer feel like they’ve created a perfect, memorable gift.

A Frequency Upsell encourages customers to increase the frequency of their purchases or subscriptions by offering additional benefits for committing to more regular purchases.

This is often used in subscription-based models, where customers are prompted to switch from a one-time purchase or infrequent order schedule to a more frequent delivery or billing cycle, such as monthly or bi-weekly.

For example, a subscription box company might offer a discount if a customer switches from receiving their box every three months to receiving it monthly.

Why Is It Such a Powerful Technique?

Frequency upsells are powerful for several reasons:

Frequency Upsell Example

HelloFresh’s Weekly Delivery Upsell

HelloFresh, a meal kit delivery service, offers an excellent example of a Frequency Upsell strategy.

Initially, customers can sign up to receive meal kits on a flexible schedule. In fact, they will provide 10 free meals for you to try their service. 

Why 10? Well, they've probably run the number and found that after 10 meals, a certain percentage of clients will purchase their weekly menu, either breaking even on ad spend or making a profit.

After the 10 free meals, HelloFresh encourages users to commit to weekly deliveries by offering convenience, discounts, and flexibility.

HelloFresh's prompts for customers to switch to weekly deliveries highlight the benefits of regular meal planning, fresher ingredients, and exclusive discounts for weekly subscribers.

They also make it easy for customers to pause or adjust deliveries, ensuring the frequency doesn’t feel rigid or inflexible.

This strategy works because HelloFresh customers value the convenience of having regular meals delivered, and switching to weekly deliveries makes meal planning easier and more consistent.

The added benefits of fresher meals and discounts incentivize customers to commit to the increased frequency, boosting the company’s revenue and improving customer retention.

How do you implement a Frequency Upsell in your Business?

Here’s a step-by-step guide to implementing a frequency upsell strategy in your business:

By implementing these steps, you can create a successful frequency upsell strategy that increases customer lifetime value, boosts recurring revenue, and strengthens customer loyalty.

The key is to offer clear benefits, make the process seamless, and give customers flexibility to ensure they feel comfortable committing to more frequent purchases.

A Pre-Order Upsell involves offering customers the opportunity to purchase a product before it officially launches.

The idea is to create anticipation and excitement, giving customers the chance to secure a product early, often with added incentives such as exclusive content, limited-edition items, or discounted pricing.

It’s a powerful strategy for businesses that want to generate revenue before launch, gauge demand, and build hype.

For example, a tech company might offer pre-orders for a new smartphone model with early shipping or special accessories only available to those who pre-order.

Why Is It Such a Powerful Technique?

Pre-order upsells are powerful for several reasons:

Pre-Order Upsell Example

Tesla Cybertruck Pre-Order Campaign

Tesla’s Cybertruck pre-order campaign is a prime example of a Pre-Order Upsell, where customers are offered exclusive upgrades and premium configurations at the pre-order stage, encouraging them to select enhanced features before production begins.

For instance:

• Pre-Order with Premium Options: Tesla allows customers to reserve a Cybertruck for a small deposit, but during the pre-order, customers are also offered the chance to add premium features, such as Tesla’s advanced Full Self-Driving (FSD) capability. This upgrade significantly enhances the vehicle’s capabilities, allowing autonomous driving functions and advanced driver-assist features, available for an additional cost at the time of pre-order.
• Upsell Strategy: Tesla effectively uses the pre-order stage to upsell on premium configurations. Customers pre-ordering the Cybertruck are encouraged to consider the Full Self-Driving package and other optional features, elevating the value of their initial purchase. This upsell not only increases the pre-order deposit amount but also builds excitement around the enhanced features that differentiate the pre-order experience from the standard configuration.

Tesla’s strategy is effective because it taps into the desire for exclusive, next-level features and gives early adopters the chance to secure a uniquely customized vehicle.

By integrating these premium options at the pre-order stage, Tesla generates higher revenue per reservation and strengthens customer commitment to the Cybertruck as a high-tech, premium product.

How do you implement a Pre-Order Upsell in your Business?

Here’s a step-by-step guide to implementing a pre-order upsell strategy in your business:

By implementing these steps, businesses can create a successful pre-order upsell strategy that builds anticipation, generates early revenue, and creates an exclusive, exciting experience for customers.

The key is to make pre-ordering feel valuable and special while ensuring that customers feel they’re securing something unique or limited.

A Training Upsell involves offering customers the opportunity to purchase additional training, tutorials, workshops, or coaching sessions to help them get more value from a product or service.

This upsell is common in industries where customers may need help mastering complex products, such as software, technical tools, or professional services.

The goal is to ensure that customers can fully leverage the product’s features, leading to better outcomes and increased satisfaction.

For example, a software company might offer customers a paid online training course to teach them advanced features of the software, making the product more valuable and increasing the likelihood of long-term use.

Why Is It Such a Powerful Technique?

Training upsells are powerful for several reasons:

Training Upsell Example

Weber Grill Academy Classes

Weber, a popular brand for grills and outdoor cooking equipment, offers a great example of a Training Upsell with its Weber Grill Academy.

And I just loved this example. Most training upsells are for high tech equipment where the users need training to even operate it correctly. However, the example from Weber just goes to show that with a little creativity, the training upsell can be implemented anywhere!

While Weber’s high-quality grills enable customers to enjoy outdoor cooking, the Weber Grill Academy provides additional, paid training classes that teach customers how to fully utilize their equipment and master advanced grilling techniques.

This example, from Weber UK, provides BBQ classes to teach the Brits how to BBQ. Weber Singapore has a similar program.

For instance:

Basic Usage: Customers who purchase a Weber grill receive basic usage instructions and access to standard recipes to help them get started.

Training Upsell: The Weber Grill Academy offers in-depth, paid classes where customers can learn specialized cooking techniques like smoking, roasting, and preparing gourmet meals. These hands-on classes cover everything from temperature control to creating multi-course meals on the grill, allowing customers to elevate their grilling skills.

This upsell is effective because it enhances the overall customer experience by helping grill owners become more skilled and confident, especially in areas where traditional American style BBQ grilling isn't the norm. 

The classes provide real value, turning a basic grill purchase into an opportunity for ongoing learning and enjoyment.

By offering these premium classes, Weber increases customer satisfaction, builds brand loyalty, and creates additional revenue through training.

How do you implement a Training Upsell in your Business?

Here’s a step-by-step guide to implementing a training upsell strategy in your business:

By implementing these steps, businesses can create an effective training upsell strategy that boosts customer engagement, reduces churn, and provides an additional revenue stream.

The key is to deliver training that helps customers get more value from the product while positioning it as an essential tool for their success.

A Seasonal / Thematic Upsell involves offering products or services that are tied to a specific time of year, holiday, or theme, encouraging customers to make additional purchases in the spirit of the season or occasion.

These upsells are typically limited-time offers and are designed to tap into the emotional connection customers have with certain holidays or seasons, such as Christmas, Halloween, or back-to-school time.

For example, a skincare brand might offer a “Holiday Glow Set” with festive packaging and exclusive holiday-scented products available only during the winter months.

Why Is It Such a Powerful Technique?

Seasonal or thematic upselling is powerful for several reasons:

Seasonal / Thematic Upsell example

Starbucks’ Holiday-Themed Drinks & Merchandise

Starbucks is well-known for its Seasonal Upsells, particularly during the holiday season when it offers limited-edition holiday-themed drinks and merchandise.

Every winter, Starbucks releases a selection of drinks, like the Peppermint Mocha and Eggnog Latte, alongside festive cups and seasonal merchandise such as Christmas-themed mugs, tumblers, and gift sets.

For instance:

• Holiday Drinks Upsell: In addition to their regular coffee menu, Starbucks offers holiday-themed drinks that are only available for a few months during the winter season. These drinks are typically more expensive than standard coffee options and often come in special holiday-themed cups.
• Thematic Merchandise: Starbucks also releases a line of holiday-themed mugs, tumblers, and other accessories that tie into the festive season. These items are positioned as perfect gifts, encouraging customers to purchase them as part of their holiday shopping.

This strategy is highly effective because Starbucks taps into the excitement and nostalgia of the holiday season.

Customers anticipate the release of these limited-edition drinks and products each year, which drives urgency and increases both foot traffic and sales.

How do you implement a Seasonal / Thematic Upsell in your Business?

Here’s a step-by-step guide to implementing a seasonal or thematic upsell strategy in your business:

By implementing these steps, businesses can create an effective seasonal or thematic upsell strategy that capitalizes on consumer excitement during peak shopping periods.

The key is to offer limited-edition products, evoke emotions connected to the season, and create a sense of urgency that drives customers to act quickly.

A Reminder / Replenishment Upsell is a sales strategy that prompts customers to repurchase consumable or perishable products they’ve bought in the past, typically just before they run out.

The goal is to remind customers to restock or replenish a product they use regularly, ensuring they never run out and keeping them engaged with the brand.

This upsell is commonly used for products like skincare, supplements, cleaning supplies, pet food, or any item that is regularly used and needs frequent replenishment.

For example, a company selling vitamins might send a reminder to customers who purchased a 30-day supply to reorder just before their vitamins run out, offering a discount or an auto-replenishment option.

Why Is It Such a Powerful Technique?

Reminder or replenishment upsells are powerful for several reasons:

Reorder/ Replenishment Upsell Example

Discount Filter’s Replenishment Subscription

Discount Filters, a service that provides air and water filters for homes, is a standout example of a Replenishment Upsell.

Once customers purchase a filter, Discount Filters offers the option to automatically subscribe to future filter deliveries timed for when the filter is due for replacement.

This ensures customers receive a fresh filter exactly when they need it, maintaining optimal air or water quality without the hassle of remembering to reorder.

Presenting the upsell at checkout gives the buyer the opportunity to sign up for a convenient service when they are primed to buy.

For instance:

• Upsell Offer: At checkout, there is an option to upsell auto-delivery which will automatically send a new filter at the end of your current filter's useful life. In this case, every 18 months.

This strategy is effective because it combines convenience with proactive service.

Customers no longer need to remember when to replace their filters, and Discount Filters maximizes the opportunity to upsell by suggesting additional items that improve the overall maintenance experience.

The timely reminders and replenishment option build customer loyalty and create a recurring revenue stream for Discount Filters.

What does Discount Filters do if a customer doesn't pick the upsell? They send them reminder emails in 18 months for a second chance!

How do you implement a Reorder / Replenishment Upsell in your Business?

Here’s a step-by-step guide to implementing a reminder or replenishment upsell strategy in your business:

By implementing these steps, businesses can create a successful reminder or replenishment upsell strategy that boosts repeat purchases, increases customer lifetime value, and provides a seamless, convenient experience for customers.

The key is to deliver reminders at the right time and make the process of reordering as simple and effortless as possible.

A Content or Digital Download Upsell involves offering customers access to exclusive digital content or resources, such as eBooks, guides, templates, software, online courses, or digital media, as an additional purchase or as a value-added offer alongside their main transaction.

This upsell is typically delivered instantly and is highly scalable, as digital products have minimal production and distribution costs.

For example, a fitness website might offer a digital download of a workout plan or nutrition guide as an upsell after a customer purchases a piece of exercise equipment.

Why Is It Such a Powerful Technique?

Content or digital download upsells are powerful for several reasons:

Content or Digital Download Upsell Example

CamWood Bats | Bat + Course Upsell

CamWood Bats manufactures and sells bat speed training bats based on the concept of overload / underload training.

The CamWood bat is a uniquely designed weighted bat that took the baseball market by storm. 

But after a parent buys a bat for their kid, they do not exactly know how to best implement it in practice or in a true overload / underload training program which presented a unique opportunity for a digital training product upsell.

As you can see below, you can buy the bat paired with free drills for $99.99.

But for $297, you can buy the bat, a one handed trainer bat, and a digital training course.

The product + digital course bundle (see, they are stacking upsells), offers a 4 week program that focuses on 1 key aspect of a good baseball swing each week. 

Additionally, you get access to their coaching staff and chatroom.

This upsell works because CamWood provides tremendous value to parent's buying a CamWood bat to improve their player's game. The program supplements the product's use.

And since the digital course is only a one-time cost to produce, it has a very high margin for add-on sales.

How do you implement a Content / Digital Download Upsell in your Business?

Here’s a step-by-step guide to implementing a content or digital download upsell strategy in your business:

By implementing these steps, businesses can successfully create a content or digital download upsell strategy that increases revenue, enhances customer satisfaction, and provides valuable resources to help customers achieve their goals.

The key is to offer high-quality content that complements the primary purchase and provides immediate, actionable value to the customer.

A Referral Upsell involves encouraging current customers to refer new customers in exchange for a reward or discount, typically tied to a future purchase.

This upsell leverages word-of-mouth marketing, where satisfied customers are incentivized to spread the word about a product or service to their friends or family.

In return, both the referrer and the new customer often receive a benefit, such as a discount, free product, or store credit.

For example, an online retailer might offer existing customers a $20 credit for each new customer they refer who makes a purchase, and the new customer receives a 10% discount on their first order.

Why Is It Such a Powerful Technique?

Referral upselling is powerful for several reasons:

Referral Upsell Example

ClassPass "Give $40, Get $40" Referral Program

ClassPass, a subscription service for fitness and wellness classes, offers a referral program where existing members can refer friends. When a new customer signs up through the referral, they receive $40 off their first month of ClassPass.

The referring member also earns $40 in ClassPass credits, which can be applied toward upgraded plans or additional classes beyond their regular subscription.

The referral credit incentivizes both the new and existing customer to spend more:

• New Customer: Receives a discount on their first month, encouraging them to upgrade to a higher-tier plan with more class credits.
• Existing Customer: Can use their referral credit to book premium or off-plan classes that are not covered under their regular subscription, increasing their usage and spend.

ClassPass uses the referral program as an opportunity to upsell both parties.

New customers are encouraged to commit to higher-tier plans, while existing customers are nudged to explore premium services, driving loyalty and additional revenue.

How do you implement a Referral Upsell in your Business?

Here’s a step-by-step guide to implementing a referral upsell strategy in your business:

By implementing these steps, businesses can create a successful referral upsell strategy that leverages the power of word-of-mouth marketing to acquire new customers while rewarding existing ones.

The key is to offer valuable rewards, make the process simple, and actively promote the referral program to keep customers engaged and motivated to participate.

A Subscription Upgrade Upsell encourages existing subscribers to move to a higher-tier plan or a premium version of their current subscription.

The upgraded plan typically offers additional features, enhanced services, priority access, or exclusive content that’s not available in the standard subscription.

This type of upsell is commonly used by SaaS companies, streaming platforms, and membership services.

For example, a video streaming platform might offer users an upgrade from a basic subscription (with limited access and ads) to a premium subscription with ad-free viewing, early access to new releases, and more extensive content options.

Why Is It Such a Powerful Technique?

Subscription upgrade upsells are powerful for several reasons:

Subscription Upgrade Upsell Example

LinkedIn Premium Upsell

LinkedIn offers a free membership, but users are frequently prompted to upgrade to LinkedIn Premium, which includes features such as InMail credits (to contact people outside their network), advanced analytics, and access to LinkedIn Learning courses. 

Within Premium, there are multiple tiers (Career, Business, Sales Navigator, Recruiter), allowing LinkedIn to upsell users further.

For example:

• Free Members: LinkedIn displays “Who’s Viewed Your Profile” insights and other partially gated features to entice users to upgrade to Premium.
• Current Premium Members: LinkedIn encourages users to move to higher-tier plans based on their activity. For instance, if a Premium Business user frequently accesses lead generation tools, LinkedIn might prompt an upsell to Sales Navigator, which is tailored to advanced sales workflows.

LinkedIn effectively tailors its upgrade prompts based on user behavior, showing how premium features can solve specific problems (e.g., job searching, sales prospecting, or recruiting), driving both initial upgrades and further tiered upsells.

How do you implement a subscription upgrade Upsell in your Business?

Here’s a step-by-step guide to implementing a subscription upgrade upsell strategy in your business:

By implementing these steps, businesses can create a successful subscription upgrade upsell strategy that increases customer lifetime value, enhances user satisfaction, and drives scalable recurring revenue.

The key is to make the benefits of upgrading clear, ensure the process is seamless, and offer targeted, timely promotions that encourage users to move to a higher-tier plan.

Building the perfect upsell offer isn't just about throwing in an extra product or service; it's about strategically designing an offer that your customer finds irresistible.

Here’s how to do it:

You’ve crafted the perfect offer. Now, it’s time to implement proven upselling conversion techniques to transform casual browsers into loyal buyers. 

These strategies combine psychology, data, and smart marketing to ensure your upsell offers resonate with your customers.

Personalization is Powerful

Upselling is most effective when it feels tailor-made. Today’s customers expect businesses to understand their needs and preferences, and personalization delivers just that.

• Use Purchase History: Analyze what your customers have already bought. A customer who purchased a camera might be interested in a lens upgrade, while someone who bought a printer will likely need ink refills. Recommend relevant products to increase conversions.
• Leverage Browsing Behavior: What pages has the customer visited? If they’ve been eyeing a particular product, suggest an upgrade or complementary item when they’re ready to check out. For example, Amazon’s “Frequently Bought Together” feature is a classic example of upselling based on browsing patterns.
• Dynamic Email Campaigns: Use personalized email campaigns triggered by past purchases or abandoned carts to present tailored upsell suggestions. Include product recommendations like “Customers who bought [product] also loved this.”

Scarcity and Urgency: Tap Into FOMO

Scarcity and urgency are psychological triggers that can nudge customers to act faster. When people believe a product is in limited supply or available for a short time, their fear of missing out (FOMO) drives quicker decision-making.

• Limited-Time Offers: Create upsell opportunities that are time-sensitive. For example, “Add this item to your order in the next 10 minutes to save 20%” motivates customers to act immediately.
• Highlight Stock Levels: Use phrases like “Only 3 left in stock!” or “Hurry! Offer expires at midnight!” to emphasize scarcity and urgency. This is especially effective for products with genuine inventory constraints.
• Countdown Timers: Incorporate countdown timers in your upsell offers. Whether in emails, product pages, or during checkout, timers create a visual reminder of the urgency to make a purchase.

Social Proof: The Power of Following the Herd

Social proof is one of the most reliable ways to build trust and encourage customers to take action. When customers see others benefiting from an upsell, they’re more likely to follow suit.

• Showcase Customer Reviews: Include reviews directly in your upsell offers. For example, if you’re upselling a premium skincare product, show how it has improved other customers’ skin with real testimonials and before-and-after photos.
• Display Star Ratings: Simple visuals like 4.8/5-star ratings and snippets of positive feedback can make a big impact. Pair these with quotes like, “This upgrade changed the way I use [product]!”
• Highlight Bestsellers: Use phrases like “Our most popular choice!” or “Customer favorite!” to guide customers toward upgrades or bundles that others have loved.

Pro Tip: Curate reviews that specifically mention the upsell product. If a customer upgraded to a deluxe version or bought a bundle, include their feedback in your offer.

Case Studies: Show the Upsell in Action

For high-ticket items or complex products, customers may hesitate to commit to an upsell. Case studies bridge the gap by showing real-life examples of how the upsell has made a difference for others.

• Brief, Impactful Stories: Share short case studies that highlight how the upsell solved a problem, saved time, or delivered superior results. For instance, a case study for an ergonomic chair upsell might detail how it improved a customer’s posture and productivity.
• Quantify Results: Use data when possible. Phrases like “90% of customers who upgraded reported better results” or “Customers save an average of $100 per year with this feature” build credibility.
• Use Video or Testimonials: Short videos or quotes from customers explaining the impact of the upsell add authenticity and make the offer more relatable.

Upselling at the Right Time

Timing is everything. The success of an upsell often depends on when and where you make the offer.

• Checkout Upsells: Offer upgrades or add-ons during checkout. For instance, suggest a warranty or an accessory that enhances the primary purchase.

• Post-Purchase Upsells: After the sale, recommend products that complement the customer’s purchase. For example, “Love your new camera? Add a protective case for 20% off.”

• Behavior-Triggered Upsells: Use customer data to trigger upsell opportunities at optimal moments. If a customer hasn’t engaged in a while, offer an upgrade to re-engage them with a special deal.

Upselling is more than a clever suggestion. It’s about creating a seamless system that makes your offers irresistible at the right moment.

The right tools make this easy, turning casual shoppers into loyal, high-value customers. Let’s dive into the upselling tech stack that drives real results.

1. POS Systems: Your Upsell Engine at Checkout

Your Point-of-Sale (POS) system isn’t just a payment tool—it’s your upsell MVP. Modern POS systems are designed to make upselling a natural part of the buying process, whether you’re running an online shop, a restaurant, or a home service business.

Imagine this: A customer buys a basic plumbing repair from your business. At checkout, your POS suggests a discounted service plan for ongoing maintenance. Boom—instant upsell.

Real-World Example:

ServiceTitan is a popular platform for home service businesses like HVAC or plumbing. It helps technicians offer upsells like premium filters or maintenance plans directly at the customer’s home. With automated prompts and smart insights, your techs know exactly what to pitch—and when.

In the below screenshot, you'll see an example of a good, better, best upsell utilizing financing to reduce friction.

Why It Works: Customers are already in a buying mindset at checkout. Smart POS systems make adding extras feel natural, not pushy.

2. CRM Platforms: Tailored Offers That Convert

A great upsell feels personal, and Customer Relationship Management (CRM) tools like Salesforce or HubSpot are your secret weapon for getting there. By tracking your customers’ preferences, purchase history, and even birthdays, CRMs let you create hyper-targeted upsell offers that hit home.

Real-World Example:

A car dealership using Salesforce can identify customers whose leases are about to end. Before their current lease expires, the CRM triggers a personalized email offering an upgrade to a newer model with better features—an irresistible upsell at the perfect time.

Why It Works: Personalization = trust. When customers feel like you “get” them, they’re more likely to say yes.

3. Email Marketing: The Upsell Machine That Never Sleeps

Even in 2024, email marketing is still one of the most reliable ways to upsell. But today’s email tools are smarter than ever. Platforms like Klaviyo, ActiveCampaign, or Mailchimp let you automate upsells based on customer behavior, from abandoned carts to post-purchase follow-ups.

Picture this: A customer buys a treadmill. Two days later, they receive an email suggesting a heart rate monitor, complete with glowing reviews and a limited-time discount.

Real-World Example:

A fitness studio using Mailchimp targets customers who regularly attend yoga classes with an upsell for a 10-class pass at a discounted rate. The email includes testimonials from members who saved money and improved their practice with the pass.

Why It Works: Email puts your upsell offer directly in front of customers without interrupting their day. It’s targeted, scalable, and proven to drive conversions.

4. Snail Mail: Old-School Tactics with a Modern Twist

Think snail mail is dead? Think again. Direct mail campaigns from companies like Postalytics stand out in today’s digital world because they’re tangible and personal. A postcard with a well-crafted upsell offer can leave a lasting impression, especially for high-value customers.

Real-World Example:
A pest control company mails a postcard to existing customers, offering an upgrade from one-time services to an annual pest prevention plan. The card features a QR code that leads directly to the subscription page.

Why It Works: Physical mail cuts through the noise. Plus, it’s perfect for industries where face-to-face connections still matter.

5. Mobile Apps: Upsells in Your Customer’s Pocket

If your business has a mobile app, you’re sitting on a goldmine for upselling. Push notifications, in-app messaging, and loyalty features make it easy to present timely, relevant offers.

Real-World Example:

A food delivery app like Uber Eats sends a push notification during dinner hours: “Order now and add dessert for 20% off.” Customers click, browse, and upsell themselves—all from their phones.

Why It Works: Mobile apps create immediacy. When the offer is just a tap away, conversions happen fast.

6. Retail Displays: Silent Salespeople That Work Overtime

For brick-and-mortar businesses, your physical space can do the upselling for you. Digital displays or strategically placed signage draw attention to complementary products or upgrades.

Real-World Example:

At a grocery store, a digital screen near the bakery advertises a deal: “Buy fresh bread, get artisan butter for 50% off.” Customers grabbing a loaf are easily tempted by the pairing.

Why It Works: Eye-catching visuals catch customers at key moments, nudging them toward higher-value purchases.

Final Thoughts: Build Your Upsell Toolkit

Upselling isn’t a guessing game—it’s a system. Whether you’re using a cutting-edge CRM or sending old-fashioned postcards, the right tools let you deliver personalized, well-timed offers that customers actually want.

And here’s the best part: Upselling with the right tools doesn’t just boost your revenue—it strengthens your relationships with customers, turning one-time buyers into loyal fans.

Upselling is one of the most effective ways to increase revenue without the constant struggle of acquiring new customers.

By understanding your customers, crafting irresistible offers, and using the right tools, you can significantly boost your bottom line.

Start small, test your strategies, and scale up as you see results.