10/21/2026
Timing is Everything in Upselling
"When's the right time to offer upsell opportunities? It’s not just about the product; it’s about your customer’s journey."
I recently discussed this with Brandyn, and he shared some powerful insights.
Think about it:
The customer who calls you to fix a leak isn't in the market for a $23,000 toilet. But that same customer may want to upgrade their bathroom down the line.
Just like a mechanic evolves from a small toolbox to a full-fledged shop, your upsell strategy should grow with your customer's needs.
To nail the timing, ask yourself: Where’s your customer on their journey to their aspirational identity? If they need to save time, introduce that upsell right after the initial purchase.
You want to keep them engaged, so help them find added value in what they’ve already bought.
This is just the beginning. Next week, we’ll dive into step seven of the customer follow-up formula—how to maximize the value of your offerings.
Maybe that’s the point: it’s not just about selling, but about serving your customers better.
Hear the rest of our conversation and discover how to stop leaving money on the table: https://myclearmessage.com/podcast/