Segmented Menu Upsell Funnel
◆ MaximisationA post-purchase menu that asks one diagnostic question, then presents two or three mutually clear routes with an explained recommendation. Pick this when buyers legitimately split into different next steps — not for a single obvious upsell or a sprawling catalogue.
Route the buyer to the one relevant next-step package based on their context or desired implementation level.
Agencies, services, software add-ons or different implementation tiers where one diagnostic question routes the buyer to the right package.
Simple single-product offers, menus of many unrelated choices, or cases where buyer context is unknown.
No fixed threshold in the brief — track route-selection mix and package take rate; if one route dominates completely, cut choices or improve segmentation.
The flow — page by page
Menu intro
Goal — Confirm the purchase and ask one diagnostic question that drives routing.
Use one concise question or context statement; store the diagnostic answer and the recommendation it produced.
Package cards
Goal — Present two or three mutually clear routes with an explained recommendation.
Cards align by decision criteria, not arbitrary feature count; explain the rule that produced the recommendation.
Detail / comparison
Goal — Give full scope, exclusions, support and timeline for the chosen route.
Keep the diagnostic answer visible while comparing; unavailable packages cannot be purchased.
Application or one-click
Goal — Route service packages to application/booking or take a one-click purchase.
Route service packages to capacity-aware booking or application; prevent purchase of incompatible add-ons.
Confirmation
Goal — Combine the initial order with the selected next step.
The initial order remains confirmed regardless of the menu action taken.