Page 1 of 2

🔄 Ongoing Upsell Form

This form is to be filled out every time you sell an upsell during the ongoing period. This is not the graduation upsell (after the 90 days). This is an upsell to additional location, additional treatment...
If you Upsell multiple things at once you need to re-submit the form for every upsell.
You can Discount Max 25% as Fast Action Discount.

CSM Name

Client Name

ClickUp Task ID