Let the client choose the extras
The easiest upsell is the one the client picks themselves. Present optional items and packages next to the core scope, priced and clear, so extras get added without another round of email.
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Included versus optional
Extras that are obviously extra
Optional items sit apart from the included scope with their own price, so the client understands exactly what is in the base quote and what they can add. No confusion about what they are paying for.
- Clear line between included and optional
- Each option priced on its own
- Packages and add-ons, not buried in prose
Included
Optional
Upsell without friction
The client adds the work themselves
Because the extras are laid out and priced, a client can choose the ones they want as part of accepting. The upsell happens in the document, not in a follow-up you have to remember to send.
Trade Pricing Module
- · Pricing engine (Dev)
- · Trade portal UI (Design)
- · Discount tier QA (Checks)
Combined delivery list
Dev
· Pricing engine
· API sync
Design & Content Fill
· Trade portal UI
Pre-Live Checks
· Discount tier QA
Why it matters
Why optional items lift deal size
Bigger deals
Well-placed options let clients say yes to more without you having to push a second sale.
No confusion
A clear split between included and optional means fewer awkward conversations about what was covered.
Fewer emails
The extras are in the quote, so a client can add them at acceptance instead of over another thread.
Questions, answered
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