Let’s be honest — most upsells flop. Why? Because they feel like… well, upsells. Customers can smell a “pitch” a mile away, and the second they think you’re trying to squeeze them, the walls go up. The fix? Stop “selling” and start showing.

The Service Menu Concept

Think of it like a restaurant menu — clear, visual, and easy to browse.
Instead of your techs awkwardly rattling off extras, they hand the customer a simple, well‑designed menu of add‑on services. The customer chooses what they want, just like ordering dessert.

Make It Look Good

• Use big, clear photos of the service in action.
• Keep descriptions short and benefit‑driven (“Protects your system for 5+ years” beats “Extended warranty”).
• Price it clearly — no mystery math.

Bundle for Value

People love a deal. Group related services into packages that make sense:

• “Seasonal Tune‑Up + Filter Replacement”
• “Drain Cleaning + Camera Inspection”
  Bundle pricing makes the upsell feel like a smart choice, not an extra expense.

So, you would do really, really well to look at your entire list of service offerings and determine what the good match-ups are. You should also consider having an automation set up in your CRM or funnel tool to automatically send follow-ups to customers of certain products or services that need maintenance over time. 6-year water heater install checkup? Might drain clean customers need a full sewer inspection 6 months or a year after service? Your call. Just start thinking about related services and using that valuable book of business you already have.

Train Your Techs to Present, Not Push

The magic line:

“Here’s a quick menu of options other customers love — take a look while I get set up.”
No pressure, no awkwardness. Just an invitation to choose.

Hopefully this info was helpful. Now your team can start adding $200+ to every job without feeling like pushy, icky salespeople.