SaaS Upsell Opportunity Qualification Form — Form Fields
This sales template includes 10 fields. Internal sales form to qualify and document upsell opportunities for existing SaaS customers. Free to customize and use on ZenBuild.
Account Manager Name (text, required)
Customer Account Name (text, required)
Customer Primary Contact Email (email, required)
Current Plan (dropdown selection, required) — options: Free, Starter, Pro, Business, Enterprise
Proposed Upsell (dropdown selection, required) — options: Plan Upgrade, Add-On Feature, Seat Expansion, Annual Commitment, Professional Services
Estimated Upsell Value (USD/year) (number, required)
Customer Health Score (dropdown selection, required) — options: Green (Healthy), Yellow (At Risk), Red (Churning)
Decision Maker Engaged? (dropdown selection, required) — options: Yes, No, Working on It
Reason for upsell opportunity and supporting evidence (long text, required)
Expected Close Timeline (dropdown selection, required) — options: This Month, Next Month, This Quarter, Next Quarter
