Template: customer conversation advice and upselling
Structure for follow-up, home care and ethical upselling
Use this template to structure advice and possible upselling after a treatment is completed.
§1. Summarise the treatment
Tell briefly what you have done and why — it gives the customer an overview and makes your choices transparent.
§2. Suggest relevant home care
| Customer's needs | Relevant product or next treatment | Why |
|---|---|---|
§3. Keep it ethical
§4. Note and follow up
- 01Write down what you have recommended and why
- 02Arrange any next appointment
- 03Note the sale so it can be correctly included in the clinic's accounts