Upsell Interest
Sales
Let a current customer name add-ons they want, when they would turn them on, and the job those extras should do.
Account managers guess at add-on interest from Slack emoji. This template names the current plan, the extras they want, and when they would actually turn them on.
Who it is for
Account executives and CSMs who need a written expansion signal, not a hallway maybe.
When to use it
Link it from a QBR recap or an in-app “add SSO” page. Renewal Intent is the base term. Pricing Inquiry is for people who may not be customers yet. Demo Request is a first walkthrough. Feature Request is a product idea, not a SKU they can buy.
What this form collects
Name, work email, current plan, add-on checkboxes, timing, and the job the extra should do.
- In-app upgrade interest for SSO
- QBR follow-up when they circled a module
- Training-package interest after a messy onboard
Preview mode: This is a live read-only render of the template. Sign up to clone it into your account, or customize it with the guest AI builder first.
Upsell Interest
Frequently asked questions
Does this change their subscription?
No. Someone still quotes and provisions. The form is interest, not a cart.
Can I list my real add-ons?
Replace the checkbox options after you clone it, or describe your catalog to Customize with AI.
Should this take a card?
No. There is no shipped payment field. Send them to checkout after you confirm the package.
Related templates
Nearby GRTforms templates for the same job or the next step after this one.
Renewal Intent
Ask a named account whether they plan to renew, change seats, or shop — and what would change the decision.
Pricing Inquiry
Collect seat count, plan interest, and what needs a number so sales can quote without a fishing call.
Demo Request
Qualify a product walkthrough with company size, the job they need to see, and a preferred date.
Feature Request
Collect product ideas with the job to be done, urgency, and who would use the feature.
Lead Gen / Quote Request
Qualify inbound leads with company details, budget, and project scope.