How to implement:
- Identify the most valuable features users need (e.g., AI chatbots, done-for-you automation).
- Offer a clear upgrade path inside your SaaS dashboard.
- Use in-app messaging and email campaigns to promote the premium tier.
The key is making the premium tier so compelling that users feel they are missing out by staying on a lower plan.
2. Usage-Based Upsells (Pay for What You Use)
A usage-based upsell charges customers based on how much they use your SaaS.
Examples for a GoHighLevel SaaS:
- Extra SMS credits beyond the monthly limit
- Additional subaccounts or users
- Higher contact storage limits
Why it works:
- Users start on a lower-tier plan and naturally scale up as they grow.
- Encourages high-value customers to spend more without forcing all users into higher tiers.
How to implement:
- Set up tiered limits for key features.
- Automate upgrade prompts when users exceed their limits.
- Offer a one-click upgrade option inside the dashboard.
Upselling based on usage ensures that your biggest users generate the most revenue.
3. One-Click Upsells for Add-On Features
Many SaaS owners miss out on quick revenue boosts by not offering add-ons that enhance their core service.
Examples of Add-Ons for a GHL SaaS:
- White-label reporting dashboard ($49/month)
- AI-powered chatbot integration ($99/month)
- Done-for-you automation setup ($297 one-time)
How to implement:
- Add an upsell section inside the user dashboard.
- Offer limited-time discounts for upgrades.
- Trigger in-app pop-ups when a user interacts with a feature but doesn’t have access.
For best results, focus on features that save time or increase revenue for your clients.
4. Upsell Annual Plans to Increase Cash Flow
Offering an annual plan is one of the easiest ways to increase customer lifetime value (LTV) and improve cash flow.
Example:
- Monthly plan: $297/month
- Annual plan: $2,970/year (2 months free)
Why this works:
- Reduces churn risk by locking in users for a full year.
- Improves predictable revenue and increases upfront cash flow.
- Provides a strong discount incentive for serious clients.
How to implement:
- Offer an annual plan discount inside your pricing page.
- Send a targeted email campaign encouraging monthly users to upgrade.
- Provide a limited-time bonus (e.g., exclusive training, additional features) for those who switch to an annual plan.
Annual plans work best when combined with a time-sensitive offer to drive action.
5. Use AI or Behavioral Triggers to Suggest Upgrades
Most upsells fail because they are too generic. The best SaaS upsells feel personalized and relevant based on user behavior.
Examples of Behavior-Based Upsells:
- If a user reaches 90% of their SMS limit, suggest an upgrade for more credits.
- If a client books 50+ appointments per month, offer an upsell to an AI-powered appointment system.
- If a user hasn’t logged in for 30 days, send a retention email offering an upgrade incentive.
How to implement:
- Set up automated triggers inside GoHighLevel to detect upsell opportunities.
- Use in-app messages, emails, and SMS reminders to suggest relevant upgrades.
- Offer a free trial of premium features, then prompt users to upgrade.
Personalized upsells convert better than generic sales pitches because they align with actual user needs.
How to Upsell Without Increasing Churn
Some SaaS owners worry that aggressive upselling will push customers away. To avoid this, focus on value-driven upselling.
Best practices for non-pushy upsells:
- Show value before selling: Let users experience a premium feature for free before prompting an upgrade.
- Use subtle prompts: Instead of hard sales, use “Unlock This Feature” buttons inside the dashboard.
- Make upsells feel like a natural progression: Tie upsells to growth-based needs rather than forcing them on new users.
When done right, upselling should feel like a benefit, not a sales tactic.
Final Thoughts: Start Implementing Upsells Today
Upselling isn’t just about making more money—it’s about helping clients get more value from your SaaS.
Key Takeaways:
- Add a premium tier with high-value features.
- Offer usage-based pricing for high-volume users.
- Create one-click upsells for add-on features.
- Push annual plan upgrades to lock in long-term customers.
- Use AI and behavior-based triggers to suggest upgrades at the right time.
By implementing even one or two of these upsell strategies, you can increase revenue without acquiring a single new customer.
Which upsell strategy will you implement first?