How to structure cross-sell offers

Identify complementary products or services that solve related problems and present them at the right moment in the customer journey.

Introduction

Cross-sells work when they solve problems customers already have. Bad cross-sells feel like random upselling. Good cross-sells feel like helpful suggestions "since you're using X, Y would solve that related problem you mentioned." The key is relevance and timing. Offer implementation services after software purchase. Suggest training when teams struggle with adoption. Bundle complementary products that work better together. This chapter shows you how to identify which products naturally pair, structure bundles that deliver more value together, and time cross-sell offers to moments when customers actually need the additional solution.

Top picks

HubSpot

HubSpot

Rating

Rating

Rating

Rating

Rating

From

45

per month

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Customer.io

Customer.io

Rating

Rating

Rating

Rating

Rating

From

100

per month

Customer.io sends targeted messages across email, SMS, and push notifications triggered by user behaviour and product data for SaaS companies.

Figma

Figma

Rating

Rating

Rating

Rating

Rating

From

15

per month

Collaborative design for interfaces and assets excellent for landing pages, ads, and prototypes when marketing and design need alignment.

Identify complementary products that solve related problems

Structure bundles that deliver more value together

Time cross-sell offers to moments when customers need them

Present cross-sells as helpful solutions not sales tactics

Conclusion

Related tools

HubSpot

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Rating

Rating

Rating

Rating

Rating

From

45

per month

Customer.io

Customer.io

Customer.io sends targeted messages across email, SMS, and push notifications triggered by user behaviour and product data for SaaS companies.

Rating

Rating

Rating

Rating

Rating

From

100

per month

Figma

Figma

Collaborative design for interfaces and assets excellent for landing pages, ads, and prototypes when marketing and design need alignment.

Rating

Rating

Rating

Rating

Rating

From

15

per month

Related wiki articles

Pricing strategy

Determine how to charge for products and communicate value to maximise willingness to pay whilst remaining competitive and supporting desired positioning.

Value proposition

Articulate the specific outcome customers get from your solution to communicate why they should choose you over doing nothing or using alternatives.

Further reading

Expansion

Expansion

Identify complementary products or services that solve related problems and present them at the right moment in the customer journey.