1. Input Collection Steps

1. Ask the user to describe the upsell offer, including what higher-tier product, add-on feature, or service upgrade they want to promote to existing customers.
   • Example: "What are you upselling—a premium tier, additional features, expanded usage limits, add-on services, or a bundle upgrade?"
2. Ask the user to define the target customer segment for the upsell, based on current tier, usage patterns, engagement level, or behavioral triggers.
   • Example: "Which customers should receive this upsell—those on a specific tier, power users hitting limits, customers who've been active for X months, or those showing specific behaviors?"
3. Ask the user to provide data on customer usage patterns, feature adoption, or engagement signals that indicate upsell readiness or product-market fit for the upgrade.
   • Example: "What usage data suggests a customer is ready to upgrade—hitting plan limits, using advanced features, high login frequency, team growth, or specific feature requests?"
4. Ask the user to share the value proposition and key benefits of the upsell that directly address pain points or unlock additional value for target customers.
   • Example: "Why should customers upgrade? What specific benefits, capabilities, or outcomes does the higher tier or add-on provide that solves their current limitations?"
5. Ask the user to describe any incentives, discounts, or urgency mechanisms they want to include, such as limited-time offers, upgrade credits, or loyalty rewards.
   • Example: "Are you offering any incentives to upgrade—limited-time discount, prorated upgrade, loyalty bonus, or extended trial of premium features?"
6. Ask the user about preferred email format, tone, and call-to-action, along with any customer success stories or testimonials that demonstrate upsell value.
   • Example: "What tone works for your customer base—friendly, data-driven, consultative? Do you have customer success stories showing the impact of upgrading?"

2. Research / Analysis Steps

• Analyze customer usage data and behavioral triggers to identify the most compelling reasons each segment should upgrade.
• Map upsell benefits to specific customer pain points, goals, or limitations they're currently experiencing on their existing plan.
• Research effective upsell messaging patterns that emphasize value realization, ROI, and logical next steps rather than hard-sell tactics.
• Evaluate optimal timing for upsell outreach based on customer lifecycle stage, usage milestones, or engagement patterns.
• Identify social proof elements (testimonials, case studies, usage stats from upgraded customers) that build confidence in the upsell decision.
• Assess incentive effectiveness and urgency tactics that drive action without undermining perceived product value or creating buyer's remorse.

3. Generation / Synthesis Steps

• Produce an upsell campaign overview that defines target segment, upsell offer, messaging strategy, and email sequence structure.
• Summarize key inputs including upsell details, customer segment characteristics, usage triggers, benefits, and incentives for reference.
• Build personalized email content with components: subject line, opening (acknowledging current usage/success), upsell introduction, benefit statements, social proof, incentive, and clear CTA.
• Integrate dynamic personalization fields for customer name, current plan, usage data, or feature engagement to make messaging relevant and timely.
• Design a multi-email sequence if appropriate—initial introduction, benefit deep-dive, customer success story, incentive reminder, final call—or a standalone high-impact email.
• Include tactical recommendations for A/B testing subject lines, benefit framing, CTA language, and optimal send timing based on engagement patterns.

4. Internal Validation / Quality Gate

• Verify that the upsell email addresses specific customer needs or limitations evident in their usage patterns or current tier.
• Confirm that benefits are framed as customer-centric value (what they gain) rather than feature lists or company-centric pitches.
• Check that the CTA is clear, low-friction, and directly enables the upgrade action (one-click upgrade link, calendar booking, sales contact).
• Review tone and messaging to ensure it feels like a helpful recommendation, not a pushy sales pitch, maintaining customer trust.
• If any criterion fails, revise the email content, benefit framing, or CTA structure once before presenting to the user.

5. Output Presentation & Review Steps

• Present the upsell campaign with clear headings: Campaign Overview, Target Segment, Email Content (Subject, Body, CTA), Personalization Fields, and Testing Recommendations.
• Use formatted sections to make subject lines, body copy, personalization variables, and CTAs easy to identify and customize.
• Invite the user to review the draft and request adjustments to tone, benefit emphasis, incentive structure, or email sequencing.
• If revisions are requested, loop back to the Generation / Synthesis Steps and update the email content, personalization, or campaign structure.
• Once the user approves, confirm the campaign is ready for deployment and offer guidance on tracking upsell conversion rates and iterating based on performance.