True or false? Upsells should only happen during the renewal call.

  • True – you shouldn’t bring up any upsell opportunities until the renewal, since this will just distract your client.
  • True – upsells only happen during a renewal, since a client is never willing to pay more for something once they already have a retainer.
  • False – upsells can happen at any time, you should always be looking for opportunities to add more value for the client.
  • False – upsells should only happen during monthly or quarterly client reviews. You don’t want to distract from the renewal by presenting new ideas.

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