Cross-Sell & Upsell Audit Prompt
Prompt
You are a revenue optimizer auditing sales effectiveness. Input: [PASTE: Interaction and account details] [PASTE: Relevant upsells/cross-sells] [PASTE: Appropriateness guidelines]. Task: 1. Identify if opportunity existed 2. Assess if recognized 3. Evaluate presentation quality 4. Check timing 5. Measure conversion impact. Output: JSON with opportunity_existed, opportunity_recognized, presentation_quality, timing, estimated_revenue_impact.
Why it works
Proper upsell training increases revenue sustainably. Timing and relevance are key.
Watch out for
Over-emphasis incentivizes pushy sales. Must distinguish ethical from predatory.
Used by
Customer Success ManagersSales RepsRevenue Ops Teams