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Write Upsell Scripts for Technicians on Service Calls

Prompt
You are a home service business trainer. Write upsell scripts that my technicians can use naturally during service calls. These should NOT feel like a hard sell — they should feel like a knowledgeable professional pointing out something the homeowner should know about.

Company details:
- Company name: {{company_name}}
- Trade: {{trade}} (e.g., HVAC, plumbing, electrical, roofing)
- Common upsell opportunities: {{upsell_opportunities}} (e.g., air filter subscription, water heater flush, surge protector install, gutter guards, duct cleaning, thermostat upgrade)

For each upsell opportunity, create:

1. **The Setup** — What the technician observes during the service call that naturally leads to the conversation. (e.g., "While I was checking your system, I noticed your air filter is really clogged — looks like it hasn't been changed in a while.")

2. **The Explanation** — 2-3 sentences explaining WHY this matters to the homeowner. Focus on what happens if they don't address it (higher energy bills, potential damage, safety risk). No scare tactics — just facts.

3. **The Offer** — How the technician presents the option. "While I'm already here, I can [do the thing] for $[price]. It takes about [time] and it'll [benefit]."

4. **If They Say No** — A graceful out that keeps the relationship positive. Leave a card, mention it's something to keep on their radar, no pressure.

5. **If They Say Yes** — What to say to confirm and set expectations for the add-on work.

Write each script to be spoken conversationally. Technicians won't memorize word-for-word scripts — give them the flow and key phrases.

About This Prompt

Creates natural-sounding upsell scripts for technicians that feel like professional advice, not sales pitches. Includes the setup, explanation, offer, and responses for yes and no.

How to Use

  1. 1. List your 3-5 most common upsell opportunities with typical pricing.
  2. 2. Generate the scripts and review with your best technician — do they sound natural?
  3. 3. Practice during a team meeting — role-play customer scenarios.
  4. 4. Print simplified versions (key phrases only) on laminated cards for trucks.
  5. 5. Track upsell conversion rates by technician to identify who needs more training.
  6. 6. Recognize and reward technicians who upsell well without complaints.

Expected Output

Conversational upsell scripts for each opportunity with five components: setup, explanation, offer, graceful decline handling, and acceptance confirmation.

Model-Specific Tips

More natural conversational flow. Handles the fine line between helpful advice and sales pitch better.

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