Jan 31 • Wins and Lessons Learned
🚀 The Right Way to Upsell: Consultative Selling in Action
Just a few mins ago I met up with one of my clients to do a quick case study video. I answered a few questions before we started and wound up selling him product.
Most agencies leave money on the table by failing to upsell effectively. The key? Consultative Selling – not pushing products, but uncovering real client needs and offering the right solution at the right time.
Here’s a Real-World Example:
In a recent call, a client asked about a potential mobile app for Reviewly.ai. Instead of a hard “yes” or “no,” I dug deeper:
• Clarify the Use Case – “Tell me why you would need it?”
• Identify the Core Problem – The client needed an easier way to request reviews in person.
• Present a Tailored Solution – Instead of an app, I suggested an NFC card that instantly sends customers to the review page.
The Result?
The client bought on the spot – not just one NFC card, but a bundle for multiple locations.
Why? Because the solution fit their needs better than their original idea.
Takeaways for Agencies:
• Listen First: Clients don’t always know what they need – ask the right questions.
• Solve Problems, Don’t Just Sell: If you help them make money or save time, the sale happens naturally.
• Demonstrate Value Instantly: Show the client how the solution works in real-time (screen share, demo, or visual aid).
• Make the Buying Process Seamless: Send the checkout link on the call & guide them through it.
The best upsells don’t feel like sales – they feel like solutions.
Drop a comment if you want more examples of real-world consultative selling.
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🚀 The Right Way to Upsell: Consultative Selling in Action
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