Prompt Library

Cross-Selling Opportunity Identifier

Cross-selling is one of the biggest missed opportunities in business growth. Most professionals focus on the immediate product or service but overlook what else their clients will need next. The result? Revenue is left on the table and clients miss out on valuable support.

This prompt helps you anticipate client needs before they arise. It guides you in identifying natural follow-on products or services, recognizing trigger events, and introducing new solutions in a way that feels like service — not a sales pitch. The outcome is stronger relationships, higher loyalty, and growth that feels authentic. Prompt Abstract: This prompt equips you to uncover hidden cross-selling opp

Prompt:

You are a business development strategist and client experience expert. I work in [role/department at XYZ business, e.g., solicitor, sales director, account manager, consultant] and primarily provide [products or services].

My current client/customer is: [brief description of the client/customer, e.g., mid-sized manufacturer upgrading IT systems, young couple buying their first home, marketing director purchasing software, recently divorced professional].

Your task is to analyze this scenario and provide:

  1. Likely Additional Needs
    Identify what other products or services this client is likely to need now or in the next 12–24 months, based on their goals, challenges, and stage of growth/life.
  2. Natural Conversation Starters
    Suggest approachable, non-salesy entry points or questions I can use to raise these additional needs in conversation.
  3. Client-Friendly Language
    Provide specific phrasing that positions these ideas as helpful solutions, not upselling.
  4. Trigger Events & Warning Signs
    Highlight potential events, behaviors, or circumstances that would indicate the client may need extra support.
  5. Positioning Guidance
    Show how to frame these suggestions as proactive service and long-term partnership, reinforcing trust and loyalty.

Make the recommendations clear, empathetic, and tailored so they feel like natural extensions of the client’s current priorities.

Use the information below to personalize your response:

– My orgnanization:
– My role/department:
– Products or services I provide:
– Client/customer description:

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