Customer Pitch Decks
Creating a Pitch Deck for Cross-Selling to Existing Customers
This prompt helps sales teams create a pitch deck designed to cross-sell additional features or products to existing customers. It focuses on building on their current success, demonstrating additional value, and presenting tailored solutions that align with their goals.
Responsible:
Sales
Accountable, Informed or Consulted:
Sales, Customer Success
THE PREP
Creating effective prompts involves tailoring them with detailed, relevant information and uploading documents that provide the best context. Prompts act as a framework to guide the response, but specificity and customization ensure the most accurate and helpful results. Use these prep tips to get the most out of this prompt:
Review the customer’s usage data and success metrics with your product.
Identify complementary products or features relevant to their workflows.
Prepare testimonials or examples from similar customers who adopted the additional product.
THE PROMPT
ervice] to [specific customer or segment]. Focus on:
Introduction Slide: Opening with a message that celebrates the customer’s success, such as, ‘Building on Your Success with [Current Product Name].’
Current Value Overview: Including a slide that highlights how they’ve benefited from your existing product, using metrics, testimonials, or usage data, like, ‘You’ve streamlined [specific process] and saved [specific amount of time].’
Cross-Sell Opportunity: Clearly explaining how the new product or feature complements their current setup, such as, ‘[Feature X] integrates seamlessly to address [specific challenge].’
ROI and Benefits: Demonstrating the additional value, such as cost savings, efficiency gains, or scalability, with specific metrics.
Case Study or Example: Including a slide showcasing another customer’s success with both products, like, ‘[Company Y] improved [specific metric] by adopting [Feature X].’
Call-to-Action Slide: Concluding with a clear next step, such as activating the feature, upgrading the plan, or scheduling a demo, like, ‘Let’s explore how we can help you achieve even more.’
Provide example slide structures and tailored messaging to engage existing customers and encourage adoption of additional products. If further details about the customer’s usage or goals are needed, ask clarifying questions to refine the deck.
Bonus Add-On Prompts
Propose strategies for integrating customer-specific metrics or success milestones into the deck.
Suggest techniques for visually demonstrating how the additional product integrates with their current solution.
Highlight methods for incorporating promotional offers or discounts as incentives within the pitch deck.
Use AI responsibly by verifying its outputs, as it may occasionally generate inaccurate or incomplete information. Treat AI as a tool to support your decision-making, ensuring human oversight and professional judgment for critical or sensitive use cases.
SUGGESTIONS TO IMPROVE
Focus on cross-selling features tailored to specific departments, like analytics for marketing teams or integrations for IT.
Include suggestions for bundling cross-sell opportunities with discounts or incentives.
Propose ways to add interactive elements, such as clickable feature demos, to the deck.
Highlight tools for customizing and sharing cross-sell pitch decks, like Canva or Google Slides.
Add tips for analyzing customer feedback post-presentation to refine future pitches.
WHEN TO USE
To drive upsell or cross-sell opportunities among engaged customers.
During conversations with customers who have expressed interest in expanding their use of your product.
When introducing complementary features or integrations that solve new challenges.
WHEN NOT TO USE
If the customer has unresolved issues with their current product setup.
When targeting disengaged customers who need reactivation before upselling.