Cross-sell & Up-sell
The right offer, to the right customer, at the right moment, surfaced automatically instead of left to memory. Grow revenue from customers you already have.
The workflowSet once · runs daily
1
Know what each customer already hasPurchase history and usage mapped, so the gaps and the obvious next step are clear.
2
Define the next logical offerSimple rules for which product or upgrade fits which customer, set once with you.
3
Trigger it at the right momentPrompts based on milestones, renewals, or behaviour, not random blasts.
4
Reach them in their channelA personalised message over WhatsApp or email, or a call task handed to your team.
5
Track what convertsSee which offers land, so you double down on what works and drop what does not.
Live in about two weeks
- Day 1Kickoff & map your workflowWe map what your customers buy, where the natural next offers are, and what you are missing today.
- Days 2-5We build itOffer rules, triggers, personalised messages, and tracking, connected to the tools you already use.
- Week 2You test on real customersYou run it on live accounts and tell us what to tune. Nothing goes out to a customer unchecked.
- Week 3Go liveThe right offers start surfacing on their own. We monitor closely and keep refining through the first weeks.
See the revenue you are leaving on the table
A 60-minute Business Workflow Audit shows you exactly which offers you are missing today, and what it is costing you, before we build anything.