Introduction to Cross-Sell & Upsell Planning

About this course

A comprehensive introduction to cross-sell & upsell planning for newcomers.

• 5 lessons
• 30 min
• beginner

What you'll learn

• Differentiate between cross-selling and upselling
• Explain the value of cross-sell and upsell for both customers and the business
• Conduct a basic customer needs analysis
• Identify pain points that can be addressed with additional products or services
• Use account segmentation to prioritize opportunities
• Apply simple frameworks to spot gaps and expansion potential

Finishing the course

• 20 knowledge-check questions along the way, so you know the ideas stuck before you move on.
• Watching is free and needs no account. Sign in to save your progress. Pass each lesson's quiz (60%+) to earn the certificate. Each certificate has its own public verification link to share, marked quiz-verified.

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