Step 4: Educate your customers about additional benefits.
Choose the most effective communication channel for your customer—whether that's email, in-app notifications, phone calls, or face-to-face meetings
Structure your message to be clear, concise, and engaging. Personalize the message as much as possible, and avoid generic or automated-sounding language.
Consider conducting webinars to demonstrate the value of these upgrades. This could include showcasing advanced features, positive outcomes others have achieved, or common problems using premium tools. For example, Demio (a webinar tool) uses a webinar (how meta, right?) to educate users on advanced features and use cases for its product.
Use case studies and testimonials from other customers who have benefited from upgrading. These real-world examples can add credibility and inspire others to take action.
Tailor your communication to suit the individual needs of the customer. If a customer uses a specific feature heavily, highlight the enhanced functionality available in an upgraded plan.
Step 5: Train your sales and customer success teams (optional).
Equip your teams with deep product knowledge so they understand the value proposition of each product or service and can articulate it to customers.
Provide ongoing training and resources that enable your team to communicate benefits effectively and handle customer objections.
Provide them with case studies and customer testimonials that demonstrate how upgrades or additional products have helped other customers. These can be a highly persuasive tool to add to their arsenal for their conversations with customers.