Spotting upsell opportunities helps you identify signals of future needs in customer success calls, enabling you to grow accounts and increase revenue. This guide shows you how to use the Upsell Opportunities template in Insight7.

Accessing the Upsell Opportunities Template #

Step 1: Navigate to Templates #

1. Login to your Insight7 account at https://insight7.io
2. Click on Templates

Step 2: Select Sales Category #

1. You’ll see different categories:
   • Research
   • Sales ← Click this one
   • Marketing
   • Customer Service
   • Custom Analysis

Step 3: Choose Retention & Expansion #

1. Click on Sales
2. You’ll see these options:
   • Prospecting
   • Qualification
   • Objection Handling
   • Closing
   • Retention & Expansion ← Click this one

Step 4: Select Spot Upsell Opportunities #

1. Click on Retention & Expansion
2. Find and click on Spot Upsell Opportunities in Conversations
3. You’ll see the description: “Identify signals of future needs in success calls”

Running Your Upsell Opportunities Analysis #

Step 5: Upload Your Files #

Best files to upload:

• Customer success check-in calls
• Quarterly business review (QBR) recordings
• Support call transcripts
• Account management conversations
• Onboarding and training sessions
• Feature request discussions
• Product feedback calls
• Renewal conversations

Step 6: Run Analysis #

1. Upload your files
2. Click Run Analysis
3. Wait for processing to complete

Common Use Cases #

Revenue Growth

• Increase average contract value
• Expand within existing accounts
• Reduce customer acquisition costs
• Improve revenue retention rates

Churn Prevention

• Address unmet needs before customers leave
• Upgrade customers hitting limitations
• Show continued value through expansion
• Deepen product stickiness

Customer Success

• Proactively solve customer problems
• Deliver more value through premium features
• Help customers achieve better outcomes
• Build stronger relationships

Efficient Expansion

• Focus resources on high-signal accounts
• Reduce time spent prospecting internally
• Increase expansion conversion rates
• Shorten expansion sales cycles

Product Adoption

• Drive usage of premium capabilities
• Increase breadth of platform adoption
• Cross-sell complementary products
• Build multi-product customers