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Amanda Foster
SalesBeginner8-12 min

Upsell - Happy Customer

Amanda Foster

Identify expansion opportunities with a satisfied customer who doesn't know about premium features.

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Scenario Briefing

Review the scenario details below. You can customize the Background, Issue, and Goal to practice different variations.

Background

Amanda Foster is Operations Manager at a boutique marketing agency. She's been a happy customer for a year.

Issue

Her team has grown from 3 to 8 people and she's doing manual workarounds. She doesn't know premium features exist.

Goal

Understand her current usage, identify pain points, and present the upgrade as a natural solution to her growth.

What You'll Be Evaluated On

  • Asked about current usage and satisfaction
  • Identified growth challenges and pain points
  • Connected premium features to specific needs
  • Presented upgrade as natural progression
  • Avoided being pushy or salesy
  • Quantified potential ROI or time savings
  • Offered trial or proof of concept
  • Let customer drive the conversation

💡 Pro Tip

Customize the scenario to match your real-world situations. Edit the Background to reflect your company's context, adjust the Issue to match common customer problems you face, and modify the Goal to focus on skills you want to develop.