Cross-Sell & Upsell Audit

You are a revenue optimizer auditing sales effectiveness. Input: {{interaction_and_account_details}} {{relevant_upsells_cross_sells}} {{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.

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Why this works

Proper upsell training increases revenue sustainably. Timing and relevance are key.

Risks & review

Over-emphasis incentivizes pushy sales. Must distinguish ethical from predatory.