Rules of engagement: This sets the ground rules for what you and the prospect or prospects or existing clients you want to upsell should expect from the conversation. 1. This should consist of giving an out for both you and the prospective client or client. If there is not a good fit for either side end the conversation. Do not waste their or your time. This usually puts them at ease if told upfront. 2. If the conversation continues through the end agree that you both will determine and what the next step should be.