Call scripts
Cold call script to upsell an existing client
You have trust — don't waste it pushing. Connect the upsell to a goal they already told you about.
The script
You call a happy client to expand their plan or add a module tied to a goal they've mentioned.
YouHi Chiara, it's Marco from [your company] — quick one, not a problem call. Last review you said you wanted the team hitting 60 calls a day. How's that going?
ProspectBetter, but we've plateaued around 45.
YouThat plateau is usually the manual list-building, which is exactly what the Teams tier automates. Given your 60 goal, it might be the missing piece — can I walk you through it?
ProspectWhat's the cost difference?
YouIt's a step up per seat, but tied to the 45-to-60 jump it pays for itself in added conversations. Rather than quote blind, let me show it on your numbers — 15 minutes?
ProspectAlright, show me on our data.
YouPerfect — Thursday I'll model your team hitting 60 with and without it, and you decide from there.
ProspectSounds good.
Make it land
- Open on a goal they set, not on the new feature — the upsell must serve their aim.
- Frame price as cost-per-outcome, not a bigger number.
- Show it on their real data; expansion decisions want proof, not a brochure.
- Keep it low-pressure — existing clients resent being 'sold' by someone they trust.
If they push back
'We're fine on the current plan.' — 'Totally — this isn't about fixing something broken, it's about the 60 target you set. Want to see if it closes the gap?'
How Tepio helps you run it
Tepio tracks each client's stated goals and usage, so your upsell call opens on the outcome they actually care about.
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