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Offer a relevant extra without sounding salesy
Short, natural ways to mention an upgrade or add-on that genuinely fits the customer's situation, and how to back off gracefully.
When to use it
Before a shift, or when a new offer launches
Step by step
List the offers and who they suit
Write down the add-ons or upgrades you can offer, what each one does and the kind of customer it helps most.
Ask for natural phrasing
Paste your list into your AI assistant.
Prompt to copyI'm a customer service rep. Here are the extras I can offer and who they suit: [paste list]. For each one, write: 1) the customer situations where it genuinely helps (for example 'mentions running out of data'), 2) one natural sentence to bring it up after their issue is solved, 3) a one-line answer to 'how much is it?', and 4) a friendly way to drop it if they're not interested. Keep the tone helpful, not pushy, and never suggest an extra before their problem is fixed.Keep a cheat sheet
Save the best lines in your notes app or pin them near your screen so you can use them on calls.
What you get
Situation: customer mentions sharing the account with family. Line: 'Now that's sorted, as there are a few of you using it, the family plan might save you some hassle. Want me to tell you about it?' Back off: 'No problem at all.'
Tips
- Only offer something if you can explain in one sentence how it helps this particular customer. If you can't, leave it.