Upsell & Cross-Sell Automation
Intelligently suggest additional services based on what clients already use — the easiest revenue you're not capturing
What This Automation Does
How It Works
Upsell Trigger
Completed service with related upsell available
Wait 2 Days
Let initial service settle
Personalized Suggestion
"Since you had {{service}}, you might benefit from {{upsell}}. Learn more: {{link}}"
Detail Email
Benefits of complementary service + special package pricing
Wait 5 Days
Interest window
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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