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Write an honest upsell email when a customer nears a plan limit

  • For Sales and customer success
  • You practice Getting the tone right
  • Time about 5 minutes
  • Level Intermediate

About this exercise

Write an email to Priyanka at Harrow & Vale Architects about nearing her storage limit. Use plain text under 110 words with subject line first. State her usage exactly as in the data, name the next plan and its price difference per month, and say there is no deadline to decide (storage doesn't lock until she hits 100%). No urgency words (such as urgent, hurry, limited time), and no discount.

Common mistakes when you ask AI for this

  • Fake urgency. The AI says 'act soon before you run out'. Try: Add: "No urgency words; say there's no deadline."
  • Mentioning the promo. The AI offers the expired 15% off. Try: Add: "Don't mention expired promos or discounts."
  • Price confusion. The AI states $260 as the increase. Try: Add: "State the difference per month, with the math."
  • Long formatted email. The AI writes a long sales email. Try: Add: "Plain text, under 110 words."

What a strong prompt includes

  • Gives the usage
  • Asks for price differences
  • Bans urgency
  • Bans promos
  • Sets form and length

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