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Upsell Cross Sell Engine

Data-driven expansion opportunity identification with propensity modeling and personalized outreach

Complexity: Complex | Duration: 30m+ | Category: Business/Sales

Tags: expansion upsell cross-sell revenue-growth customer-success

Workflow Diagram​

Steps​

Step 1: Usage analysis​

Agent: expansion

planning-agent - Identify customers using features near limits

Step 2: Propensity modeling​

Agent: /calculate

propensity - Score likelihood to buy additional products

Step 3: Product matching​

Agent: /match

products - Recommend relevant upsell/cross-sell options

Step 4: Business case creation​

Agent: expansion

planning-agent - Build ROI case for expansion

Step 5: Pitch personalization​

Agent: /create

pitch - Tailor messaging to customer goals and usage

Step 6: Outreach execution​

Agent: customer

success-manager - Present expansion opportunity

Step 7: Opportunity creation​

Agent: /create

opp - Hand off to sales if expansion requires negotiation

Usage​

To execute this workflow:

/workflow business/sales/upsell-cross-sell-engine.workflow

See other workflows in this category for related automation patterns.