Upsell Opportunity Finder — illustrative example

INPUT
Customer repeatedly asks how to share reviewed reports with teammates; a sharing feature exists. Current plan entitlement unknown.

RESULT
Potential fit: report sharing addresses the repeated collaboration request.
Evidence: the supplied customer requests concern sharing reviewed reports with teammates.
Check first: whether the customer's current plan already includes sharing and whether it meets the requested workflow.
Upsell status: unconfirmed; feature interest alone does not establish a need to upgrade.

REVIEW
Suggest additional capabilities only when customer evidence supports a relevant need. Support history should inform assistance rather than trigger indiscriminate selling.

This is a teaching example, not a live execution record.