Library › Sales AI › Sales and customer success

Write an upsell email based on real seat usage

  • For Sales and customer success
  • You practice Keeping the AI to your sources
  • Time about 5 minutes
  • Level Intermediate

About this exercise

Pinecrest Accounting is nearly out of seats. Write an email to Lena Ortiz, starting with a line "Subject:" under 8 words, that cites their real usage (47 of 50 seats) and offers the 10-seat add-on with the math shown ($25 x 10 = $250/month). There's no promotion or deadline, so don't imply one. Under 130 words, signed "Rob".

Common mistakes when you ask AI for this

  • Faking urgency. The AI picks up "prices go up in January" from your notes and uses it, but no increase exists. Try: Add: "No deadline, price increase or expiring offer."
  • Using the old price. Both $22 and $25 appear; the AI may grab the wrong one. Try: Add: "Use the current price: $25 per seat, so 10 seats = $250/month."
  • Vague usage. The AI says "you're growing fast" instead of the real number. Try: Add: "Cite their usage: 47 of 50 seats."
  • No subject line. The AI writes the body only, or a long subject. Try: Add: "First line: Subject: under 8 words."
  • Trusting the AI to count words. AI is bad at counting and runs long when you only give a total like 130 words. Try: Cap each part instead, like "each paragraph under 30 words," so the total lands well under 130.

What a strong prompt includes

  • Asks for a subject line
  • Cites usage
  • Shows the math
  • Bans fake urgency
  • Sets a size

Practice this now ↑

Related exercises