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Cross-Property Upsell: PewSearch → ChurchWiseAI

non-critical   Property: PewSearch   Category: UX / Flow Tier: pewsearch-premium Persona: pastor-admin Touchpoint: pewsearch.com/admin/[token]

Preconditions

  • User logged into PewSearch Premium Page admin
  • User does NOT have ChurchWiseAI subscription

Steps

#ActionExpected Result
1Visit PewSearch admin dashboardDashboard shows 'Upgrade to ChurchWiseAI Voice Agent' or similar CTA in non-intrusive location.
2Check chatbot section in PewSearchCurrent PewSearch chatbot shown. CTA: 'Get advanced AI chatbot with ChurchWiseAI' points to cwa signup.
3Click 'Learn More' or upgrade CTATaken to churchwiseai.com/pricing or similar. Offered free trial or starter plan comparison.
4Sign up for ChurchWiseAI from PewSearch referralProcess flow smooth. Pastors can use same email. No duplicate account creation required.
5Check if PewSearch data carries overChurch name, contact info may auto-populate in ChurchWiseAI onboarding (if safe to do).
6Verify pricing clarity in upsellPewSearch Premium ($9.95/mo) vs ChurchWiseAI Starter Chat ($14.95/mo) pricing clearly shown. No confusion.
7Return to PewSearch after CWA signupCan continue using PewSearch normally. Both products work independently (not locked together).

Known Failure Modes

  • No upsell CTA visible — missed conversion opportunity
  • Upsell feels aggressive or interrupts PewSearch use — bad UX
  • Pricing not compared clearly — pastors confused about cost
  • Sign-up flow creates duplicate accounts — friction

References

Notes

Tests PewSearch → ChurchWiseAI upsell funnel. PewSearch Premium is a good entry point (lower price, lower commitment). Upsell to Voice/Chatbot should be available but non-aggressive. Smooth handoff to CWA reduces friction. Both products remain independent (no forced bundling).