Service Agreement Upsell

Customer profile: {{name_service_history_equipment_age_past_}}. Recommend a service agreement tier (maintenance plan, premium coverage, emergency response) that matches their usage pattern and provides value. Output: Recommended plan with why it fits. Value proposition for technician to present.

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Why this works

Equipment age and past spending are predictors of future service needs. Value proposition gives technician confident talking points, not a hard sell.

Risks & review

Upsell based on frequency may backfire if customer feels pressured; frame as recommendation, not requirement.