Upsells
Ranked expansion ideas per client
The Upsell hub pairs each client with AI-ranked expansion opportunities — confidence, economics, effort, and next steps in one workflow your team can actually pitch.
The problem
Expansion revenue dies in account managers' heads. Nobody has time to scan every client for the next logical add-on before the quarter ends.
How Base helps
Base generates ranked upsell opportunities from live client context — what's working, what's missing, and what similar accounts bought. Your team edits, approves, and pitches from one hub.
How it works
Scan the book
Open Upsells to see clients with open expansion ideas and total upside.
Review ranked plays
Each idea includes rationale, confidence, effort, and suggested pricing structure.
Pitch and track
Copy pitch language, update status, and tie wins back to revenue reporting.
FAQ
Are upsell ideas automatic?+
Base generates suggestions from connected data and meeting context. Your team reviews, edits, and owns what goes to clients — nothing sends automatically.
Can we use our own offer catalog?+
Yes. Offers and public pages let you define packages; upsell ideas can reference your catalog economics.
Keep exploring our features
Every module in Base ladders to retention, expansion, growth, or revenue across your agency book.
Retention · Keep clients before renewals slip
Expansion · Grow revenue from existing accounts
Growth · Performance and strategy that compounds
Revenue · Portfolio-wide intelligence