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Případ užití · Upsell a cross-sell

The easiest sale you can make. And still nobody makes it.

The customer already trusts you and the delivery went well. Almost nobody comes back to them systematically with what logically follows.

Bea

Email

  1. Day 0

    Hello Mrs Malá, this is Bea from Ninjabot. Last October we installed the air conditioning in your Plzeň offices, so you have a first summer season behind you now. One thing I would like to know: did it cool the way you expected?

  2. 1 day

    Hello, it cooled very well. The only trouble was the meeting room in the attic, it could not keep up there.

  3. That fits: an attic usually has a completely different heat load from the rest of the floor and gets handled separately. We can sort it before the next season. Would you like Ondra to come and look at it? He is free Monday at 10:00 or Wednesday at 15:00.

  4. Monday at ten, thanks.

    Delivered

  5. Booked, Ondra will be with you on Monday at 10:00. I have noted the attic meeting room so he comes prepared for it.

    • Meeting confirmedMonday 10:00 · Google Calendar
    • Written to the CRMA cross-sell deal on an existing customer
BeaLast year’s customer

An illustration, not an export from a customer account. What the agent asks, how it argues and when it says no are all things you set, and you sign them off before the first live message goes out.

new leads you have to buy
0new leads you have to buy
of customers get the sequence, not just the ones somebody remembers
100%of customers get the sequence, not just the ones somebody remembers
customer your own recommendation has already sold to once
1customer your own recommendation has already sold to once

We have not measured how much systematic upsell lifts revenue over the ad-hoc kind. When we have, the number replaces this note.

The problem

If you have several products that lead into one another.

You already have the logic worked out

When product A solves problem 1, it is highly likely that in time they hit problem 2, which you also solve.

Either it happens inconsistently

The company relies on a rep remembering and getting in touch after a few months. It works, but on a fraction of the opportunities: human memory and capacity are not systematic.

Or not at all

And the opportunity sits there, even though the customer is a warm contact with existing trust. The better the first job went, the bigger the waste.

Eight customers after delivery, worked twice.

On the left what happened to them. On the right what Bea does with them.

  • Delivered in March
    After delivery
    Nobody got in touch
    With Bea
    Meeting on product B
  • Delivered in April
    After delivery
    A rep called once
    With Bea
    Meeting on product B
  • Delivered in April
    After delivery
    Nobody got in touch
    With Bea
    In conversation
  • Delivered in May
    After delivery
    Nobody got in touch
    With Bea
    Does not need it yet
  • Delivered in May
    After delivery
    Nobody got in touch
    With Bea
    Meeting on product B
  • Delivered in June
    After delivery
    Nobody got in touch
    With Bea
    In conversation
  • Delivered in June
    After delivery
    Nobody got in touch
    With Bea
    Meeting on product B
  • Delivered in July
    After delivery
    Nobody got in touch
    With Bea
    Come back in six months

The rows are an illustration rather than a measured campaign. You set both the interval and what product B is.

How Ninjabot helps

How Bea runs it.

  1. Starting after an interval
  2. Asking how it went
  3. Offering the follow-on
  4. Questions and objections
  5. Confirming the interest
  6. Assessing and handing over
  1. 01

    Starting after an interval

    After an interval you choose, from the close of the job. How long depends on how long it takes at your company before problem 2 appears.

  2. 02

    Asking how it went

    She asks how satisfied they were with what was delivered. A natural, uninvasive opening that also catches complaints before they become problems.

  3. 03

    Offering the follow-on

    She continues by asking whether they are now dealing with problem 2, and says that you solve it.

  4. 04

    Questions and objections

    She answers on the spot from your material, price and scope included.

  5. 05

    Confirming the interest

    She checks the subject is live and worth a conversation. Polite interest is not the same as an enquiry.

  6. 06

    Assessing and handing over

    Interest goes to a meeting in the calendar. No interest is recorded and tried again on the next cycle.

It works for companies that do it consistently. We do not have a number yet and we will not estimate one. What you can check immediately: test mode walks the whole sequence on your own products before a single customer hears from it.

Bea runs this one

How many customers did you offer the obvious next thing to this year?

Live in 14 days, three to four hours of your time. No lock-in, switch it off any time.

Upsell and cross-sell: the easiest sale, and still nobody makes it | Ninjabot