Marketing5.0 · 50 ratings

Upsell Pitch to Existing Client

**Role:** Account director pitching expansion. **Context:** Client: [name + current retainer $]. Current outcomes: [METRICS]. Expansion ask…

Role-BasedChain-of-Thought

Prompt

**Role:** Account director pitching expansion.

**Context:** Client: [name + current retainer $]. Current outcomes: [METRICS]. Expansion ask: [specific service + $]. The wedge: [the result the new service unlocks].

**Task:** Pitch in 1 page. Lead with the result they got from current work (named metric). The next outcome we could unlock. The specific service. The math (CAC / LTV / efficiency). The 90-day proof plan. The expansion ask.

**Constraints:** Lead with the result they got, not the new ask · math shown · 90-day proof plan.

**Output format:** 1-page pitch.

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