Library/Account Management & Customer Growth/Expansion, Upsell & Cross-Sell/Identify Upsell and Cross-Sell Opportunities
TestedAccount Management & Customer GrowthQuick Win (under 10 min)

Identify Upsell and Cross-Sell Opportunities

Generate three expansion opportunities based on a customer's purchase history and business goals.

About this prompt

This prompt analyzes a customer's purchase history and current usage to generate three prioritized upsell or cross-sell hypotheses — each with a rationale, a relevant business trigger, and a brief pitch angle. Use it before renewal or expansion conversations.Expansion conversations that start without a hypothesis waste the customer's time and signal to them that you don't actually know their business. This prompt generates three hypotheses based on what the customer has already bought, what they've expressed as priorities, and where logical next-step products or services address a need they have. Fill in the customer's purchase history and key business goals for three expansion opportunities with the rationale, the buying trigger that would confirm timing, and a brief pitch angle for each.

The prompt

You are a Sales Representative. Today, your task is to suggest potential upsell or cross-sell opportunities for a customer. Customer purchase history: [Details about the customer's previous purchases]
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Variables to replace

DETAILS ABOUT THE CUSTOMER'S PREVIOUS PURCHASES|DETAILS ABOUT OUR OTHER PRODUCTS/SERVICES

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StagePost-Sale/Growth
SeatAE, AM, CSM
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryAccount Management & Customer Growth
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