Upselling Portaljs and Queryless AI
Upselling Queryless AI to our Portaljs clients
Recorded work and operating context — September 2026 scope review
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Sales materials: Recorded done: target audience, brochures/decks, pricing and PM familiarisation. Execution/evidence. Historical source.
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Qualified-client upselling: Recorded five of six clients attending and progressing to second meetings, one formal proposal request, and a lessons-learned analysis. No paid-upsell count is supplied. Execution/evidence. Historical source.
Retained sales evidence
- June 25 upsell analysis: dated qualification findings, not a current pipeline forecast.
- Client concerns and recorded follow-ups.
- Queryless product and demo documentation.
