prompt
Write a one-page renewal and upsell proposal for {customer_name}, a client of our SaaS product {product_name} whose contract ends on {renewal_date}. Structure it like a QBR dashboard: open with three bold ROI highlights pulled from {usage_wins}, then a 'Year in Review' bullet list, then a two-column comparison table showing their current plan versus the recommended {upgrade_plan}, with each new feature justified by their actual usage. Close with a time-limited loyalty incentive and a single clear call to action. Keep the tone consultative, not salesy — numbers first, adjectives last. Output in clean Markdown with table formatting, under 400 words.變數說明
| 變數 | 說明 | 範例 |
|---|---|---|
| {customer_name} | 客戶公司名稱 | Brightwave Logistics |
| {product_name} | 你的 SaaS 產品名稱 | FlowDesk CRM |
| {renewal_date} | 合約到期日 | 2026-09-30 |
| {usage_wins} | 客戶今年的使用成果或關鍵數據 | support tickets resolved 32% faster, 18,000 automations run |
| {upgrade_plan} | 建議升級的方案名稱 | Enterprise Plus |
使用情境
SaaS 客戶成功經理在客戶合約到期前 60 天，準備續約與加購提案時使用。
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