Upsell: they're near a limit
Tells an existing customer they're close to a plan limit, before it causes a problem, and lays out the options.
Upsell (existing customers)SaaS
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Not a cold email. This one is for people who already know you: customers, past prospects or contacts who asked to hear from you.
Subject lines
- A heads-up about your storage(used in the template)
- You're close to your storage limit
- A heads-up about your storage
The email
Email 1 · day 1
A heads-up about your storage
Hi {{first_name}}, A quick heads-up: the {{company}} account is close to its storage limit. When it's full, new uploads will pause until there's space. Three options: 1. Archive old projects, which frees up space at no charge. 2. Move to the next plan, which doubles the storage. 3. Add storage on its own, if that's all you need. Happy to help with whichever you prefer. {{sender_first_name}}
{{first_name}} and similar are filled from each lead; after a “|” is the text used when the field is empty. Written for a file storage service writing to customers approaching their storage limit.
When to use it
For current customers, based on their real usage. This is account management, not cold email.
Why it works
- A heads-up before a problem feels like service, not sales.
- Listing the options, including one that costs nothing, builds trust.
- It's based on their real usage, so it's relevant by definition.
How to adapt it
- Use real usage data and the real options on your plans.
- Include the option to stay on the current plan by tidying up.
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