← Proposals
SaaS Renewal & Upsell Proposal (QBR Dashboard Style)
Turns renewal talks into a value review — ROI highlights anchor the price before the upsell appears, so the client sees outcomes first, not an invoice.
Works withClaudeChatGPT
prompt
Write a one-page renewal and upsell proposal for {customer_name}, a client of our SaaS product {product_name} whose contract ends on {renewal_date}. Structure it like a QBR dashboard: open with three bold ROI highlights pulled from {usage_wins}, then a 'Year in Review' bullet list, then a two-column comparison table showing their current plan versus the recommended {upgrade_plan}, with each new feature justified by their actual usage. Close with a time-limited loyalty incentive and a single clear call to action. Keep the tone consultative, not salesy — numbers first, adjectives last. Output in clean Markdown with table formatting, under 400 words.Variables
| Variable | Description | Example |
|---|---|---|
| {customer_name} | Client company name | Brightwave Logistics |
| {product_name} | Your SaaS product name | FlowDesk CRM |
| {renewal_date} | Contract expiry date | 2026-09-30 |
| {usage_wins} | Client's usage results or key metrics this year | support tickets resolved 32% faster, 18,000 automations run |
| {upgrade_plan} | Name of the recommended upgrade plan | Enterprise Plus |
Use case
Customer success managers at SaaS companies preparing a renewal plus upsell pitch about 60 days before a client's contract expires.
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