Smart Upsell After Payment AI Workflow
3 days after payment, AI picks the best upsell and drafts a personalised offer.
Three days after a payment is received, GraftPal AI analyses the client's history and decides the best upsell approach: an add-on service, maintenance plan, or referral incentive. It drafts a personalised offer email and sends it for your approval.
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How It Works
Step-by-Step Workflow
Here's exactly how the Smart Upsell After Payment AI Workflow runs, from trigger to action.
Payment Received
A client payment is recorded in GraftPal.
3-Day Wait
The workflow pauses for 3 days to let the client settle into the service.
AI Selects Upsell Strategy
GraftPal AI analyses client history, services purchased, and potential needs to choose the best upsell — add-on service, maintenance plan, or referral incentive.
Draft for Approval
A personalised offer email is drafted and sent to your approval queue before delivery.
Benefits
Why Use This Workflow
Increase customer lifetime value with timely, relevant offers
AI picks the right upsell — no guesswork or one-size-fits-all
3-day delay ensures offers feel natural, not salesy
Approval step keeps every offer on-brand and appropriate
Frequently Asked Questions
Smart Upsell After Payment AI Workflow FAQ
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