Upsell Recommendation

Live Elite plan or higher · Team member

Industry: Home Services: this app appears only in company workspaces set up for that vertical.

Recommend upsells based on job history and equipment age.

Workspace fields

These labels match the live EZ4YouTech.com workspace (sidebar provider + main panel):

• Lead information (required), textarea field in the workspace
• Urgency (required), radio field in the workspace
• Qualification criteria (optional), text field in the workspace

Primary action button: Score lead

Workspace overview

Before you start

• Sign in as a team member on your company workspace (admins connect AI accounts separately).
• Confirm your company admin has connected at least one supported AI provider: leading AI services such as OpenAI, Together, Groq, and xAI (Grok); see the full list and pricing comparison in admin BYOS setup.
• Verify your plan includes Elite apps: locked apps show which plan unlocks them.

Step-by-step

1. Open the app: In the workspace sidebar, select Upsell Recommendation under Industry apps.
2. Choose your AI provider: In the sidebar, pick the AI provider your company admin connected (your admin sets try-order in BYOS setup).
3. Review Guide & support: Expand Guide & support at the top for what the app does, how-to steps, tips, and feedback.
4. Acknowledge AI use notice: On first workspace entry each browser session, read the AI use notice and click I understand: continue to workspace.
5. Use sample inputs (optional): Click Use sample inputs above the form to load demo values from the tutorial, then edit before you run.
6. Fill Lead information: On the Intake tab, enter Lead information (required). Required fields are marked with *.
7. Fill Urgency: On the Intake tab, enter Urgency (required). Required fields are marked with *.
8. Fill Qualification criteria: On the Intake tab, enter Qualification criteria (optional). Required fields are marked with *.
9. Run the app: Click Score lead. Output appears on the Result tab with download and regenerate options.
10. Review before client use: Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace: use only data you are allowed to process. Field names match the live product.

Lead information

Web form: roof replacement, timeline 2–3 months, budget band $18–22k, homeowner

Paste CRM notes, form answers, or call summary: source, urgency, budget signals.

Urgency

Warm

Hot = ready now; Cold = nurture.

Qualification criteria

fit, urgency, budget, and decision-maker access

How you want leads ranked (optional; defaults work for most teams).

Try these scenarios

Adapt these prompts to your client: do not paste payment card numbers, SSNs, or full IDs.

• Score this trade-show lead for commercial HVAC install timeline.
• Inbound web lead: budget mentioned but decision-maker unclear.
• Re-engage cold lead from 90 days ago with new promo interest.

Expected result

Shape of the AI output in the Result panel: review before client use.

Example output (lead score)

• Score: e.g. 72/100 with brief rationale
• Fit / urgency / readiness tags based on your criteria
• Suggested next action: call, nurture, or disqualify

Tips

• Keep inputs specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers: use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade your plan or confirm AI account setup.

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