The easiest way to grow revenue? Upsell your existing users — especially when the timing feels natural and the message is based on what they’ve done inside your product.
The best upsell emails don’t feel like sales pitches. They feel like the obvious next step: a better plan, a key feature, or more of what the user already loves.
And the upside is huge — in SaaS, upsell conversion rates often land between 10% and 30%, making it one of the most profitable moves you can automate.
In this post, I’m sharing 10 SaaS upsell email templates you can plug right into your flow. Clean, simple, and built to convert.
Let’s dive in.
Contents
What is a SaaS Upsell Email?
A SaaS upsell email is a message you send to get users to move to a higher plan or unlock extra features.
It’s not about spamming. It’s about timing. A good upsell email shows the right user why it makes sense to upgrade — based on what they’re already doing inside your product. It should feel helpful, not pushy.
These emails usually highlight advanced features, usage limits, or opportunities the user is missing out on. And when they’re well-timed, they don’t just increase revenue—they improve the customer experience.
Why Send Upsell Emails for Your SaaS?
The #1 reason to send upsell emails is simple: more revenue without finding new customers.
You’ve already done the hard part—getting someone to use your product. An upsell email helps you grow that account by offering more value. Done right, it’s a win for you and your user.
1. You boost revenue without chasing new leads
Every SaaS founder knows: acquisition is expensive. Upselling is low-hanging fruit. These are users who already trust you. They’ve seen the product in action. Now you just have to show them the next step.
Instead of hunting for new leads, you’re growing the accounts you already have. It’s faster, cheaper, and way more efficient.
2. You help users get more out of your product
Sometimes, users are bumping into limits they don’t even realize. Maybe they’re close to maxing out their contacts, or they could automate way more if they just unlocked a higher tier.
Upsell emails aren’t just about selling—they’re about showing the value of what’s next. And if you make that clear, the upgrade feels like a no-brainer.
3. You increase retention by guiding growth
The more your product becomes part of someone’s workflow, the harder it is to leave. When you upsell at the right time, you’re helping users grow with your product.
This keeps them engaged and reduces the chance they’ll churn later. A helpful upsell builds loyalty—it’s not a sales trick, it’s smart lifecycle marketing.
When Should You Send Upsell Emails?
You should send upsell emails when a user hits a limit or shows strong intent signals—not at random.
The best upsells are triggered by usage, not guesswork. If someone’s already using your product heavily, they’re primed to upgrade. If you send too early, it feels pushy. Too late, and you miss the window.
1. When usage hits a threshold
This is the easiest upsell trigger. If a user is close to their plan limits—think contacts, emails, users, or storage—it’s the perfect time to recommend the next tier.
The key is to frame it positively: “Looks like you’re growing fast. Let’s unlock more space.”
2. When they try to access a premium feature
This one converts fast. Someone clicks on a feature they don’t have access to? Show them what it does and how to get it.
If the feature adds real value, they’re already halfway sold—your email just needs to connect the dots.
3. After a success milestone or upgrade-worthy action
If someone hits a usage milestone (like “10 campaigns sent” or “1,000 messages processed”), that’s a great moment to upsell. They’re active, they’re engaged, and they’re seeing wins.
It’s not about pressure—it’s about momentum. Strike while they’re getting value.
Listed: 10 SaaS Upsell Email Templates That Feel Helpful (Not Pushy)
These upsell emails are built around moments of momentum: when someone hits a limit, unlocks a feature, or is clearly ready to grow. You’re not pushing. You’re just showing up at the right time with the right plan.
1. Plan Cap Reached – You’re outgrowing your current plan
This email is triggered when a user hits the limit of their current plan — whether it’s contacts, seats, automation volume, or storage. It’s not about restricting them. It’s about showing they’ve grown and it’s time to level up.
If you’re using product-led growth or running a freemium model, this is a prime upsell moment. Instead of saying “you’re blocked,” you’re saying “you’re ready for more.” And if the message is timed right, users won’t just upgrade — they’ll thank you for the heads-up.
Hey {firstName},
Looks like you’ve hit the ceiling on your current {productName} plan — that’s a good thing.
To keep going without limits, upgrade to {nextPlanName} here 👉 {ctaLink}
More space, more power. You’re ready.
– {yourName}
Subject lines you can try:
- You’re maxed out — here’s what’s next
- Ready to upgrade your plan?
- You’re growing fast — time to scale
- Hit your cap? Let’s break through
- You’ve earned an upgrade
Why it works: It makes the upsell feel like a reward, not a restriction. You’re showing them they’ve outgrown their starter plan.
2. Power Feature Tease – Unlock what you’re missing
Some features are too good to give away — and that’s okay. If a user clicks on something premium, this email is your follow-up. It’s not pushy. It just connects the dots.
You’re showing them: “What you clicked is part of the next tier.” And if that feature solves a pain point, they’re probably more than ready to move up.
Hey {firstName},
You tried to use {premiumFeature} recently — good call. It’s one of our most popular features in the {planName} plan.
Unlock it instantly by upgrading here 👉 {ctaLink}
Got questions before switching plans? Just reply.
– {yourName}
Other subject lines to test:
- Almost there…
- You clicked it — now let’s unlock it
- Upgrade to access {premiumFeature}
- See what you’re missing
- One click and it’s yours
Why it works: Contextual upsells convert better. This one is based on what they already did — not a random sales pitch.
3. Time-Sensitive Discount – Limited-time upgrade deal
This email is for those who’ve been hovering over the upgrade button but haven’t pulled the trigger. You add a small discount — and a clear deadline — to give them a reason to act.
It’s not about being pushy. It’s about removing the last bit of hesitation. And if they’ve been even slightly interested, this can tip them over the edge.
Hey {firstName},
For a limited time, you can upgrade to {planName} and get 30% off your first payment.
This offer ends on {deadline}, so if you’ve been thinking about it, now’s the moment 👉 {ctaLink}
Let us know if you want help comparing plans.
– {yourName}
Subject lines to try:
- 30% off — ends soon
- Don’t miss this upgrade deal
- A little nudge to level up
- Upgrade today, save big
- Last chance to grab this offer
Why it works: Creates a reason to act now. It’s perfect for warm leads who haven’t pulled the trigger.
4. Collaborative Unlock – Add your team
If your user is solo but your product works better with teams, this is the moment to show them what they’re missing. The goal here isn’t more seats — it’s better outcomes.
Adding teammates usually means better retention, more usage, and deeper investment. So this upgrade feels like progress, not just a sale.
Hey {firstName},
Doing great things solo? Even better with a team.
The {planName} plan lets you invite teammates, share projects, and move faster together.
Upgrade now and bring your team onboard 👉 {ctaLink}
– {yourName}
Try these subject lines:
- Ready to work together?
- Collaboration unlocked on upgrade
- Add users with one click
- Invite your team — upgrade today
- Make it a team thing
Why it works: The user’s not just paying more — they’re bringing others in. That changes the psychology.
5. Usage Spike – Upgrade before you hit the wall
This is a proactive upsell. You’re noticing the user is scaling fast — before they hit a limit. You’re giving them a smooth path to grow, without interruption.
It’s a great customer experience moment. You’re showing that you’re paying attention and ready to support their next phase.
Hey {firstName},
We’ve noticed a spike in your usage — love to see it! You’re not at your limit yet, but you’re close.
To avoid interruptions, upgrade now and stay ahead 👉 {ctaLink}
Need help picking the right plan? Just ask.
– {yourName}
Subject line options:
- You’re growing — here’s your next step
- Scaling quickly? Let’s prep for that
- Smooth upgrade path, no limits
- Almost at full capacity…
- Proactive upgrade (not a panic one)
Why it works: You’re positioning the upsell as a smart move, not a forced reaction. This builds trust.
6. Value Comparison – Here’s what you’re missing
Sometimes, users don’t upgrade because they don’t know what’s in the next plan. This email clears that up. Simple, direct, visual if possible.
It’s not about pushing a hard sell. It’s about giving them the information they need to make a smart decision.
Hey {firstName},
Your current plan gives you access to A, B, and C. But if you upgrade to {nextPlanName}, you’ll unlock:
– {premiumFeature1}
– {premiumFeature2}
– {premiumFeature3}
Check out the full comparison and upgrade here 👉 {ctaLink}
– {yourName}
Subject lines to test:
- What’s in the next plan?
- More features, same momentum
- What you’re missing in your current plan
- The upgrade breakdown
- See if {nextPlanName} fits better
Why it works: People don’t upgrade because they don’t see the value. This email puts it all on the table.
7. Milestone Email – Celebrate and upsell
This one’s all about timing. Your user just hit a milestone — now’s the moment to nudge them toward something more powerful.
People love progress. So if the upsell is framed as the next step, not a sales pitch, they’re more likely to say yes.
Hey {firstName},
Big congrats — you just hit {milestone} with {productName}!
Your next step? Upgrade to {planName} and unlock even more to help you grow 👉 {ctaLink}
We’ll be cheering you on.
– {yourName}
Other subject lines to try:
- Milestone unlocked — what’s next?
- Great work. Let’s keep it going
- You’re on a roll — time to upgrade
- Big win! Now let’s scale it
- Keep the momentum with {planName}
Why it works: Upgrades feel better when they’re tied to success. It’s about growth, not spending more.
8. Request Follow-up – You asked. Here’s the feature.
If a user reached out asking about something premium, this email is your friendly follow-up. It’s personal. It’s timely. It shows you’re listening.
You’re not pushing a product — you’re following up on their intent. That makes this one of the highest-converting upsells you can send.
Hey {firstName},
Following up on your request — {requestedFeature} is available in the {planName} plan.
If you’re ready to unlock it, you can upgrade here 👉 {ctaLink}
Happy to answer any questions too.
– {yourName}
Subject line ideas:
- Still want {requestedFeature}?
- You asked. We listened.
- Here’s how to access {requestedFeature}
- Upgrade to get what you need
- Following up on your request
Why it works: You’re responding to their intent. It feels like support, not sales.
9. Feature Launch – Available only on upgraded plans
You just released a new feature, and it’s only for paid users. This is your moment to show it off — not with hype, but with clarity.
Use this email when the feature is big enough to shift behavior. And make the upgrade path frictionless.
Hey {firstName},
We just launched {newFeature}, and it’s already helping teams like yours move faster.
It’s part of the {planName} plan — you can unlock it here 👉 {ctaLink}
Let us know if you want a walkthrough.
– {yourName}
Try these subject lines too:
- Our newest feature is live
- New drop: {newFeature}
- Launch alert 🚨
- Upgrade to access {newFeature}
- Just shipped — and it’s powerful
Why it works: Launches create natural excitement. This makes the upsell feel like an announcement, not a request.
10. Upgrade Recap – One-click and done
Some users just need a final nudge. This email wraps everything into one quick reminder, framed as: “Hey, in case you’re ready.”
It’s clean. No pressure. No urgency. Just one last chance to upgrade with clarity and respect.
Hey {firstName},
No pressure — just wanted to remind you that upgrading to {planName} takes about 10 seconds.
If you’ve been considering it, here’s your link 👉 {ctaLink}
That’s it. One click. Full access.
– {yourName}
Subject lines to try:
- Thinking about upgrading?
- Still deciding? Here’s your link
- No rush — just a reminder
- Ready when you are
- Your upgrade’s one click away
Why it works: It removes friction. Sometimes, all they need is the link and a little push.
How to Improve Your SaaS Upsell Emails
Start with timing, not guessing
The best upsell emails are based on behavior — not random timing. Has the user hit a limit? Used a feature a lot? That’s your signal. When you send emails that match what they’re doing, the offer feels helpful, not salesy.
Segment your audience
Not everyone needs the same upgrade. Power users might want more features. Casual users might want a discount. Split your list and tailor the upsell based on how they actually use your product.
Lead with value, not pricing
Instead of just saying “Pay more,” show them what they’ll get. More features, saved time, better results — the outcome should come first. Price is part of the story, not the headline.
Use social proof and stats
If 73% of your Pro users save 10 hours a week, say that. Show them what others have gained from upgrading — especially if those users look like them. It builds trust fast.
Keep your CTA ultra clear
One button, one outcome: “Upgrade to Pro” or “Unlock These Features.” Don’t clutter the email with too many paths. Give them one thing to click and make it easy to say yes.
Make the upgrade feel like a win
Offer a limited-time discount, a free trial of the higher tier, or even early access to a new feature. These extras turn the upgrade into a reward — not just another charge.
Still sending upsells at random?
→ Encharge sends them when users are actually ready to upgrade.
Upsell emails only work when they hit at the right moment. After a user hits a limit. Before renewal. Right after they get a win.
Encharge lets you trigger those emails automatically, based on real user behavior — not a guess.
- Trigger upsell emails when users hit usage limits or key milestones
- Personalize with plan info, usage stats, and value-based messaging
- Combine email + CRM + automation in one tool
- Pause or skip emails if the user upgrades on their own
- Used by high-growth SaaS teams to drive expansion revenue on autopilot
You’ve already got the traffic. The users. The product. Encharge makes sure you don’t leave money on the table — by sending upgrade nudges when they actually convert.
FAQ for SaaS upsell email templates
1. How to upsell in SaaS?
To upsell in SaaS, you offer more value to existing users by encouraging them to move to a higher-tier plan, add features, or upgrade their usage. The key is timing—trigger the upsell when they’re actively seeing results. With Encharge, you can automate upsell emails based on behavior, usage milestones, or account limits.
How to start upselling in SaaS:
- Identify users close to hitting a usage limit or success milestone.
- Create a short, benefit-focused email with a clear upgrade CTA.
- Use Encharge to trigger it automatically when those events happen.
2. What should I include in an upsell email?
An upsell email should focus on value—not just features. Show what the user will gain by upgrading, especially if it solves a problem or removes a limit. Encharge lets you personalize upsell emails based on plan, usage, or behavior, so it feels like a helpful nudge—not a pushy pitch.
What to include:
- A headline that connects to a specific need or benefit.
- A quick comparison or highlight of what the upgrade unlocks.
- A one-click CTA to upgrade (with dynamic links via Encharge).
3. How to upsell B2B customers?
Upselling B2B customers works best when you tie the upgrade to team growth, efficiency, or ROI. These users care about value, not just features.
Encharge helps you segment business accounts by size, industry, or feature usage—so you can send tailored, high-impact emails at the right moment.
How to upsell B2B clients:
- Track account-level signals like seats used or team activity.
- Trigger an email showing ROI or benefits of the next tier.
- Automate multi-touch upsell flows in Encharge with A/B testing.
4. Can I automate my SaaS upsell emails?
Yes, and you should. Manual upselling doesn’t scale, especially with growing user bases. With Encharge, you can automate upsell emails based on usage, engagement, or plan type—so the right users get the right message without lifting a finger.
How to automate upselling:
- Define upsell triggers (e.g. usage, actions, time on current plan).
- Create email templates tied to those triggers.
- Set it all up in Encharge’s visual flow builder and let it run.
