Skip to main content

Cross Sell Campaign

Cross-sell campaign execution and tracking

Complexity: Moderate | Duration: 15-30m | Category: Industry/Financial Services

Tags: cross-sell campaign marketing sales

Workflow Diagram​

Steps​

Step 1: Define targets​

Agent: marketing

analyst - Select customer segments

Step 2: Create offers​

Agent: marketing

analyst - Design campaign offers

Step 3: Execute outreach​

Agent: relationship

manager - Contact customers

Step 4: Track responses​

Agent: marketing

analyst - Monitor campaign

Step 5: Process applications​

Agent: relationship

manager - Handle interested customers

Step 6: Measure results​

Agent: marketing

analyst - Calculate conversion

Step 7: Report outcomes​

Agent: marketing

analyst - Summarize campaign performance

Usage​

To execute this workflow:

/workflow industry/financial-services/cross-sell-campaign.workflow

See other workflows in this category for related automation patterns.