Cross-Sell Opportunity Analyzer

J

Jordan Reyes

@jordan-reyes

·

Identify and prioritize cross-sell opportunities within customer segments

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Identify cross-sell opportunities for {{customer_segment}}.

Current products used: {{current_products}}
Available products: {{available_products}}
Segment characteristics: {{characteristics}}

**Opportunity Analysis:**

**1. Usage Pattern Analysis**
- Current product usage
- Feature utilization
- Workflow gaps

**2. Adjacent Need Identification**
- Problems not yet solved
- Complementary use cases
- Workflow integration points

**3. Cross-Sell Fit Scoring**

For each potential cross-sell:

| Product | Need Strength | Fit Score | Barrier Level | Priority |

**4. Trigger Identification**
- Usage signals that indicate readiness
- Events that create opportunity
- Timing considerations

**5. Barrier Analysis**
- Budget concerns
- Onboarding complexity
- Integration requirements
- Organizational friction

**6. Messaging Recommendations**
- Value proposition for each opportunity
- Objection handling
- Social proof

**7. Execution Approach**
- In-product prompts
- Sales outreach triggers
- Customer success plays

**Prioritized Recommendations:**
- Top 3 cross-sell opportunities
- Approach for each
- Expected conversion and revenue
- Resources required

Details

Category

Analysis

Use Cases

Revenue expansionAccount growthSales strategy

Works Best With

gpt-4claude-3
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