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Ultimate Guide To Upselling
Updated over 2 months ago

Upsell allows you to easily offer additional paid products to your community members straight out of your active challenge! 🎉

💎 What can you upsell? 💎

From your challenges, you can upsell courses, memberships, or events and even include a discount with an expiration date! The feature is highly flexible, enabling you to choose when to trigger the upsell, either after a participant joins or completes the challenge.

How to Upsell During Challenges: A Complete Guide

This guide will help community managers strategically upsell products throughout their challenges to maximize participant value and revenue. We’ve segmented the guide into three clear sections: What to Upsell, When to Upsell, and Mindmap for making quick, informed decisions.

What to Upsell

Selecting the right product to upsell depends on your audience’s needs and progress during the challenge. Here’s a breakdown of what types of products work best at different stages.

Order Bump (At Checkout)

Offer a low-priced, high-value product that participants can easily add to their purchase during checkout. These should align with the challenge but provide quick wins before the challenge even begins.

  • Product Examples:

    • BrenVita: Metabolism Boost Guide + 15% off B-Fit Metabolic Products.

    • Pedro Diegues: YOU CAN BRAZIL Program for scholarship applications.

    • Jam Blauta: 1-Hour “Road to VA” Coaching Session.

  • Why It Works: Participants are already in the buying mindset, making it easy to offer a complementary product that enhances their challenge experience.

Checkpoint Upsell (During the Challenge)

Once participants have gained momentum, offer a mid-priced product that deepens their learning or accelerates their results. These should feel like the natural “next step.”

  • Product Examples:

    • BrenVita: “30-Day Express Nutrition Plan” E-Book after Week 2.

    • Jam Blauta: Client Communication Toolkit during the challenge (Middle)

    • Pedro Diegues: Extracurricular Portfolio Builder after participants learn about scholarship applications.

  • Why It Works: Participants are engaged and motivated, making them more likely to invest in additional resources that will help them achieve even better results.

Premium Upsell (By the end of your Challenge; After Completing Last Checkpoint)

Offer a high-ticket product that takes participants beyond the challenge. These could be full courses, coaching packages, or ongoing memberships.

  • Product Examples:

    • BrenVita: Hormonal Balance Course with installment plan (Week 3).

    • Jam Blauta: Advanced VA Skills Masterclass (Live Webinar).

    • Pedro Diegues: College Application Review Service post-challenge.

  • Why It Works: After experiencing positive results, participants will want more personalized or in-depth guidance, making it the perfect time to introduce a high-value upsell.

When to Upsell

Timing is crucial for upselling. You want to catch participants when they’re most engaged and ready for the next step in their journey.

After First Checkpoint (Before the Challenge Starts)

  • Best For: Order Bumps (low-cost, high-value).

  • Example: BrenVita’s Metabolism Boost Guide offered right after participants sign up for the “Reto 2% con BrenVita” Challenge.

  • Why: Participants are eager to start seeing results and are more likely to add a quick, affordable upsell.

Mid-Challenge (Week 2-3 Checkpoints)

  • Best For: Medium-ticket products like e-books, toolkits, or advanced plans.

  • Example: Pedro Diegues’ Extracurricular Portfolio Builder after Week 2 when participants are starting to craft their scholarship profiles.

  • Why: At this point, participants are already invested in the challenge and more likely to pay for a product that boosts their progress.

End of Challenge or Post-Challenge

  • Best For: High-ticket items like courses, memberships, or personalized services.

  • Example: Jam Blauta’s Advanced VA Skills Masterclass offered at the end of the 30-day Zero to VA Challenge.

  • Why: Participants have completed the challenge and are more willing to invest in something that offers continued growth or specialized knowledge.

Mindmap: What to Upsell & When

Use this mindmap to help decide what upsell to offer and when to offer it.

1. At Checkout:

Is there a small, actionable product that participants can use before the challenge begins?

  • Yes ➔ Order Bump: Offer a low-cost guide, toolkit, or resource that enhances the challenge (e.g., PDF guide, discount codes).

  • No ➔ Create one by repurposing existing content into a quick win.


2. Mid-Challenge (Week 2-3):

Are participants seeing positive results and asking for more guidance?

  • Yes ➔ Checkpoint Upsell: Offer an e-book, toolkit, or personalized plan that dives deeper into the challenge’s theme (e.g., meal plans, interview templates).

  • No ➔ Provide additional value through bonus content or engagement to boost their results before upselling.


3. End of Challenge or Post-Challenge:

Are participants ready for advanced, specialized content?

  • Yes ➔ Premium Upsell: Offer high-ticket products like courses, coaching, or memberships that provide continued learning or personalized guidance.

  • No ➔ Delay the upsell and continue building trust through post-challenge content (e.g., email follow-ups).

Final Thoughts

By following this guide, you’ll be able to introduce upsells at key points during your challenges. The key is offering the right product at the right time and ensuring it aligns with your participants’ journey. By using the examples and mindmap above, you’ll know exactly how to enhance both the participant experience and your revenue through upsells.

Now, it’s time to get started!

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