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Upsell: another team could use it

Suggests to an existing customer that a neighbouring team might benefit, and offers to help them see for themselves.

Upsell (existing customers)

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Not a cold email. This one is for people who already know you: customers, past prospects or contacts who asked to hear from you.

Subject lines

  • Another team at {{company}}(used in the template)
  • Would your product team find this useful?
  • Another team at {{company}}

The email

  1. Email 1 · day 1

    Another team at {{company}}

    Hi {{first_name}}, Your marketing team has been using our design tool for a while, and I wondered whether the product team might find it useful for sharing mock-ups too. If you think so, I'd be happy to run a short session for them, so they can decide for themselves. Would that be okay with you? {{sender_first_name}}

{{first_name}} and similar are filled from each lead; after a “|” is the text used when the field is empty. Written for a design collaboration tool used by a customer's marketing team.

When to use it

For happy customers where a neighbouring team has a similar need.

Why it works

  • Recommendations from inside the company carry more weight than outreach.
  • Offering a short session for the other team makes the introduction easy.
  • It asks the champion for permission first.

How to adapt it

  • Name the other team and the reason you think they'd benefit.
  • Only ask customers who are clearly happy.

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