Sales funnel + upsell/downsell for self-serve SaaS
A direct-response sales funnel adapted for self-serve B2B SaaS. Opt-in feeds a sales page; checkout feeds an immediate one-time offer (OTO); the downsell catches the 'no thanks' clicks before they bounce.
What good looks like.
Each stage. What it does. How it's built.
Opt-in
Capture email in exchange for a teaser asset (template, mini-tool, free seat).
Sales page
Long-form copy, demo video, FAQ, and a single CTA to checkout. ACV: $299–$2,400.
Checkout
Stripe-native, single page. No account creation step before payment.
OTO (Upsell)
One-click upsell shown immediately after checkout. Higher tier, annual plan, or add-on. Converts 22–34% of buyers.
Downsell
If they decline the OTO, show a stripped-down version at half the price. Recovers ~20% of decliners.
Thank-you
Onboarding kickoff, calendar booking for activation call, referral hook.
When to use it
- You have a productized SaaS or course/template offer in the $99–$2.5k range.
- Your buyer is self-serve and decides in one session.
- You want to fund paid acquisition with first-purchase economics, not LTV.
Common pitfalls
- ×OTO that doesn't logically extend the core offer - kills trust.
- ×Forcing account creation before checkout - drops conv. by 30%+.
- ×No downsell - leaving 18–24% of recoverable revenue on the table.
We've shipped this 14+ times.
Bring us your ICP and offer. We'll deploy this funnel - adapted, calibrated, and live in 21 days. Subscription + AI credits, no long-term lock-in.
Free Pipeline Audit