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Annual Plan Upsell Funnel

Move monthly subscribers to annual billing with a clear savings offer.

Pro moderate In-App Conversion

What it adds

Build an in-app annual-plan upsell funnel that surfaces the yearly savings to monthly users and switches their billing on accept.

What your builder is told to do

4

The actual instructions, in order.
  1. 1

    Identify monthly subscribers in the existing app and calculate the annual savings framing from the source files.

  2. 2

    Add an in-app prompt or billing-screen banner that presents the annual option with the savings made concrete.

  3. 3

    Build the switch flow that handles proration, confirmation, and updated billing state on accept.

  4. 4

    Suppress the prompt for users already on annual and time it to a moment of demonstrated value.

Edge cases it handles

4

The things an agent skips when you only say "build a annual plan upsell funnel".
  • If source files conflict, preserve the facts from the newest or highest-authority file and call out the conflict in the final summary.
  • Do not invent claims, testimonials, legal disclaimers, revenue numbers, scarcity, or guarantees that are not present in the provided files.
  • Use generic funnel strategy language only. Do not name or imply endorsement by any specific public marketer or brand.
  • If payment, email, analytics, or CRM integrations are missing, build clear placeholders and document the exact variables or endpoints still needed.

Definition of done

5

Your builder is required to check every one of these before reporting the work finished.
  • The funnel can be built from linked Markdown/source files without requiring the agent to guess the offer.
  • Every page or step has a clear primary action and one measurable conversion event.
  • The output includes page structure, copy blocks, component notes, and implementation tasks.
  • Mobile, tablet, and desktop layouts are accounted for.
  • The agent reports which source files it used and which assumptions remain unresolved.

Related funnel files

How it works

  1. 1

    Copy the link

    Grab the Markdown blueprint URL for this funnel type.

  2. 2

    Give it to your builder

    Paste it into Claude Code, Cursor, Codex, or whatever AI builder is already working in your app.

  3. 3

    It maps, then builds

    Your agent reads the blueprint first, then builds the funnel into your app around the offer, audience, and stack.

Works with your stack

These blueprints are written to adapt. They tell the agent to detect your framework, match your existing design system, and use your source files instead of guessing the offer.

Need it tighter than that? Customize the funnel file and tell it exactly which source docs and stack to use.