The Upsell Playbook: Smart Ways to Stack More Revenue (Without Feeling Salesy)

CATEGORY:

Sales

You’re gearing up for that big, splashy launch — you’ve got the signature offer, you’ve mapped the strategy, and you’re laser-focused on that revenue goal.

But… what if you could add an extra layer of sales power without putting all the pressure on your main offer? (Spoiler: you absolutely can.)

Enter: Upsells — the often-overlooked tool that lets you make more, serve better, and create deeper client transformations.

Done right, upsells don’t just increase your average order value; they make the whole customer experience feel like a VIP moment.

Here are nine modern, easy-to-implement upsell ideas to work into your checkout flow — without giving your clients the ick.

1. On-Demand Masterclass

Perfect for coaches or service providers who teach fellow coaches and service providers (meta, but effective).

Offer a behind-the-scenes masterclass where you walk through a real, live process. Think: your actual approach to content planning, client onboarding, or another needle-moving skill.

Give them the satisfying step-by-step peek they never knew they needed.

2. Custom Virtual Consult

Allow buyers to submit a mini-audit, report, or intake form where they list their biggest challenges.

You’ll reply with a personalized video breaking down:

  • What you see as their major gaps
  • Custom next steps
  • Your insights to move them forward

A high-touch upsell that feels like a steal — and actually delivers on value.

3. 30 Days of SOS Voxer (or Text) Access

Offer “your genius in their back pocket” during a critical time (launches, new client onboarding, busy seasons, etc.).

Set clear boundaries like:

  • Monday–Friday only
  • 9 AM–5 PM window
  • 2 questions per day max

This adds light-touch but highly valuable access without tipping into burnout territory.

4. Daily Q&A Support

Instead of full-blown private access, create a collective Q&A channel.

Clients submit questions by a set deadline and you:

  • Batch answer them once daily
  • Share via a private community, dashboard, or daily digest email

You still show up regularly — without needing to be “on” 24/7.

5. Locked & Loaded Advanced Offer

Unlock an advanced program or product only after they complete the foundational one.

This incentivizes:

  • Client pacing (no skipping steps)
  • Eager anticipation
  • A seamless “next level” sales opportunity

Sweeten it with a steep discount or a limited-time unlock.

6. VIP Support Package

Let them go all-in.

Offer:

  • A few private coaching sessions
  • Semi-custom consulting
  • A VIP-only mastermind thread

This isn’t about just stacking 1:1 calls; it’s about elevating the experience for clients who are ready for more support right now.

7. Done-for-You Assets

Create:

  • Caption banks
  • Plug-and-play templates
  • Swipe files
  • Workbooks
  • Scripts

Anything that helps them implement faster. This is the upsell your “I’m busy but ambitious” clients will thank you for.

8. Physical Goods (Yes, Really)

Tactile support is still wildly underrated.

Think:

  • Printed workbooks
  • Journals
  • Custom packages
  • Resource decks

Not only does this deepen their experience, but it’s also a sweet way to stand out in a digital-first industry.

9. The Complimentary Companion Offer

If you have another product or training that complements their purchase (but isn’t essential to the main program), bundle it at checkout.

Example: Buying a course on launching a yoga biz? Upsell them into a training on creating and selling online classes.

This creates a fuller ecosystem — without overwhelming them.

Pro Tip: Upsells Work Best When They’re Intentional

The goal isn’t “more for more’s sake.” It’s about:

  • Supporting client results
  • Creating thoughtful next steps
  • Making your revenue more predictable (we love that for you)

✨ For more behind-the-scenes strategies like this, join The Goods, my private weekly newsletter for online entrepreneurs. Subscribe here →

Or tap into the real tea on what’s shifting in the online space (so you can sell smarter) via my private podcast, WTF is Happening in the Online Space?! Get access here.

Hi, I'm shannon!

Founder of The Social Bungalow & Online Business Strategist Helping Creatives and Coaching Entrepreneurs 'Make It' Since 2018

From climbing the corporate ladder to full-time serial entrepreneur and 7-figure business builder, I’m here to share the strategies that make entrepreneurship and small business growth feel doable (and dare I say, fun). Grab a seat, get comfy, and let's make this the year your small business goes big!

Leave A Comment

Leave a Reply

Your email address will not be published. Required fields are marked *

"every   word
IS SOLID   GOLD"

join 'the goods' with 20,000+ others 

Gold-standard growth tips, real talk, and damn good ideas - free for the taking.  Delivered weekly from Shannon’s brain to yours.