Sitewell Enterprise for Corran Homes
Upsell presentation: usage data makes the case
An upsell presentation has to show a customer, from their own usage, that the plan they are on is now holding them back, and that the bigger plan costs less per unit of what they actually use. Sitewell, an invented construction software company, proposes its Enterprise tier to Corran Homes, an invented builder running five sites on paper because of a plan cap, in eight slides.
Every slide, in order
The whole deck as it renders, one slide after another. Read it the way the audience would.
The structure
What each slide is doing, so you can reuse the order even with different content.
- Slide 1cover
- States the problem the upsell solves in the customer's terms: sites have outgrown the plan.
- Slide 2metrics
- Active sites per month hitting the plan cap, with the overflow kept on paper, so the case is the customer's own usage.
- Slide 3comparison
- What the paper sites miss compared with the Sitewell sites, so the cost of the cap is concrete.
- Slide 4comparison
- The current plan against the proposed tier, feature by feature, so the upgrade is about more than the site cap.
- Slide 5pricing
- The Enterprise price and the saving per project at today's and next year's site counts.
- Slide 6process
- The move from Builder Pack to Enterprise in four steps, so the change does not interrupt live sites.
- Slide 7timeline
- The dates for the next steps, so agreement turns into a start.
- Slide 8closing
- One sentence on why now, then the single next step.
Slide by slide
Slide one sets the numbers that drive the whole deck: twelve sites covered, seventeen running, twenty two planned. Slide two is the usage chart. Slide three compares the five paper sites with the twelve on Sitewell. Slide four sets the current plan against Enterprise on seven lines. Slide five is the price and the saving per project. Slide six is the move in four steps, with the live sites untouched. Slide seven dates the next steps from a decision on 22 September to every site live by 30 October. Slide eight restates the case and the one next step.
How to adapt this deck
A seat based product should swap active sites for active users and show licences in use against licences owned, which is the same cap told another way. An upsell to add a module rather than more volume should replace the usage chart with the workaround the customer uses today, such as a spreadsheet, and measure the time it takes. If the customer is nowhere near a cap, this is not the moment for an upsell deck: a renewal or business review that builds adoption first will land better.
What customer success teams look for
ChurnZero's guide to customer expansion says that monitoring adoption trends, usage data and licence utilisation is how teams spot accounts ready for an upsell, and that the best moment to engage is while the customer is using the product. Gainsight's customer success guide makes the related point that renewal and growth follow from customers reaching their goals. This deck applies both: the case starts from five sites the customer could not put on the product, and the ask comes only after the cost of that is shown.
What makes this deck work
The chart is the customer's own usage
Slide two plots active sites from January to August: Sitewell sites climb from 8 to the cap of 12 in May and stay there, while sites on paper grow from 1 in April to 5 in August. The customer sees the cap in its own data before anyone mentions a bigger plan.
The cost of the cap is named
Slide three sets five paper habits against the Sitewell version, from defects found at handover to a handover pack built by hand in the last week. The upgrade is framed as fixing five sites, not as selling more software.
Price per project, not just the price
Slide five shows Enterprise at a flat 2,400 dollars a month, which is 141 dollars a site at today's 17 sites and 109 at the 22 planned, against 149 on the current plan. At 22 sites the saving is 878 dollars a month, so the bigger plan is also the cheaper way to grow.
Questions people ask
What should an upsell presentation include?
Usage data showing the customer has outgrown their plan, what that is costing them, the current and proposed plans side by side, the price with the saving per unit, how the change happens and the next steps with dates. This example does it in eight slides.
How do I use usage data in an upsell pitch?
Chart the customer's own usage against the limit of their plan over several months, and show what happens above the limit, such as work done outside the product. Their data makes the case more convincingly than any benchmark or feature list.
Should an upsell deck lead with price?
No. Lead with the usage and the cost of the limit, then show the price as a cost per unit at today's and next year's volume. When the bigger plan is cheaper per unit, the price slide confirms a decision the customer has already half made.
How long should an upsell presentation be?
Six to eight slides. The customer already knows the product, so skip the introduction and the feature tour. Spend the time on their usage, the comparison between plans and the move, and keep the meeting under thirty minutes so there is time to agree dates.
How do I compare two plans on one slide?
Use a table with features in rows and the two plans in columns, ticks and crosses for what each includes, and the price as the last row. Seven rows is plenty. Put the customer's current plan in the middle column and the proposed plan on the right.
Can the AI assistant tailor this deck to another customer?
It can rewrite text, swap a layout or add a slide when you describe the change, and each change appears as a preview you apply or discard. Chart values for the new customer's usage are best entered yourself from your own reporting.
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Written and checked by the OneCraft team. Last checked .