# Upsell/Cross-sell

This Upsell/Cross-sell Meeting is focused on introducing new products/features to your existing customer, aimed at boosting your revenue through upselling or cross-selling. In such meetings, you engage with the customer, understand their current usage and future needs, and present the benefits of different offerings aligned with their goals. Following this template can help you to structure your meeting systematically, demonstrate value to the customer, and thereby increase the chances of successful upselling or cross-selling.

### Upsell/Cross-sell Template

## Meeting Prep Checklist
- Review customer's usage data and history
- Understand the customer's current needs and future goals
- Identify possible upsell/cross-sell opportunities
- Prepare a presentation focusing on the benefits of the new product/features
- Anticipate possible objections and prepare responses
- Establish core objectives for the meeting

## Meeting Agenda Template
- Welcome and introductions
- Review previous engagements and highlight successes
- Discuss current usage and identify needs
- Introduce new product/features and relate to identified needs
- Explain benefits and show value proposition of new product/features
- Address questions and concerns
- Discuss pricing and package options
- Obtain customer feedback and gauge interest
- Summarize meeting and establish action items for next steps

## Meeting Notes Template
- Note down introductions and key stakeholders
- Previous engagements and successes
- Customer's current usage and identified needs
- Outline of new product/features presentation
- Customer's questions, objections, and responses
- Pricing discussed and customer's response
- Customer feedback and level of interest
- Summary of meeting and next step action items

## Meeting Follow-up Checklist
- Update the CRM with meeting notes and call recording/transcript
- Record meeting outcomes, update deal/opportunity/account records
- Add any new meeting contacts
- Send a follow-up email summarizing the meeting and outlining next steps
- Share a meeting summary with colleagues and generate necessary tasks

### Maximize Your Meeting Success

Instantly use this template in Meetingflow:
- Connect your calendar to [collaborative meeting plans](/content/product/meeting-plans/index.html)
- [Automatically update your CRM](/content/product/crm-hygiene/index.html)
- [Take and manage collaborative notes](/content/product/customer-notes/index.html)
- [Get AI customer follow-up emails](/content/product/sales-follow-up-email/index.html) and [AI summaries](/content/product/summaries/index.html)
- Learn more about [better meetings with Meetingflow](/content/product/meeting-plans/index.html)

### Other Meeting Templates
- [Proof of Concept (PoC) Review](https://library.meetingflow.com/meetings/proof-of-concept-poc-review/)
- [Product Demo](https://library.meetingflow.com/meetings/product-demo/)
- [Introductory Call](https://library.meetingflow.com/meetings/introductory-call/)
- [Onboarding](https://library.meetingflow.com/meetings/onboarding/)
- [Discovery](https://library.meetingflow.com/meetings/discovery/)
- [Escalation Call](https://library.meetingflow.com/meetings/escalation-call/)

### Upsell/Cross-sell Meetings for:
- [Enterprise Software Companies](https://library.meetingflow.com/meetings/enterprise-software-company/upsellcross-sell-1/)
- [Professional Services Companies](https://library.meetingflow.com/meetings/professional-services/upsellcross-sell-2/)