Freemium Upsell Tactics: How to Hook Your Users & Drive More Business

Enticing hooks and ease of use — discover some of the key freemium upsell tactics Kareo founder and CEO Dan Rodrigues recommends for SaaS companies.

It’s going to be hard for your customers to turn down a free product. If you’re a SaaS vendor operating on a freemium model, the trick is to make it even harder for them to turn down your upsells once they’ve gotten a taste of your service. In other words, it’s up to you to make sure they’re hooked. Dan Rodrigues, founder and CEO of Kareo, shares a few freemium upsell tactics and discusses the strategy behind converting your users to paying customers.

Like most people, your customers want things to be simple. So you’ve got to make sure that the freemium product is incredibly easy to use so they fall in love with it immediately. On top of that, it’s critical that you engage your customers and encourage them to keep using your product. That way, when it comes time for an upsell, it’s actually harder for them to pull out than keep going. Learn more about how to take better advance of upsell opportunities by watching the full video.
Image by Edoardo Bartoccetti

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Dan Rodrigues
Dan Rodrigues
Founder & CEO

Dan Rodrigues is the founder and CEO of Kareo (disclosure: Kareo is an OpenView portfolio company). He founded the company in 2004 with a vision of simplifying medical offices with web-based medical billing software that replaces the expensive and complex medical billing and practice management systems. Prior to Kareo, he co-founded both software consulting firm Skematix and search engine Scour.
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