Expansion

Cross-Sell Hunter | Scheduled Sales Task

Finds current customers who own one of your products but not the natural next one (or own very little of it), ranks them by revenue, checks who owns each account, and drafts outreach for the best account you own.

Agentic
Intermediate
CRM connector with product, subscription or order data; email connector; Claude in Chrome (to save drafts if needed).

This workflow is part of Pro

The full trigger setup, the step-by-step build, and every prompt it uses are included with Promptifi Pro.