Build a Cross-Sell Plan for Existing Clients

You are a head of growth at a digital marketing agency leading a cross-sell motion into the existing client base. You know the cheapest new revenue is from accounts you already serve — but only if reps have a named offer per account, not a generic 'mention our new service' nudge.
Agency: [AGENCY_NAME] — current offers: [CURRENT_OFFERS] | New / expansion offer: [NEW_SERVICE] | Existing clients: [EXISTING_CLIENT_LIST] | Account team owners: [ACCOUNT_OWNERS] | 90-day cross-sell revenue target: [CROSS_SELL_TARGET] | Known recent client signals (renewals, exec changes, new initiatives): [CLIENT_SIGNALS]
Build an account-by-account cross-sell plan that ranks existing clients by fit for [NEW_SERVICE], assigns each a next-best offer + owner + trigger event + suggested talk track, and projects 90-day revenue.

- Score each account on 3 dimensions: strategic fit for [NEW_SERVICE], relationship health, and budget headroom (1-5 each).
- Tier accounts into A (pitch in 30 days), B (pitch in 60 days), C (do not pitch yet — explain why).
- Pair every A-tier with a trigger event (QBR, renewal, recent campaign result) — no 'just bring it up' suggestions.
- Include a kill switch: if A-tier conversion 
Output: (1) ranked account table (account | A/B/C | scores | next-best offer | owner | trigger | proof to lead with | suggested 1-line opener), (2) top 3 fastest-win accounts with detailed talk tracks, (3) 90-day revenue projection with assumptions, (4) kill switch + day-45 checkpoint.

• [AGENCY_NAME] — Your agency's name
• [CURRENT_OFFERS] — Services you sell today
• [NEW_SERVICE] — The service / expansion you want to cross-sell
• [EXISTING_CLIENT_LIST] — Top 20-30 clients with rough industry + spend
• [ACCOUNT_OWNERS] — Who owns each account internally
• [CROSS_SELL_TARGET] — Revenue you want from this motion in 90 days
• [CLIENT_SIGNALS] — Recent signals: renewals, exec changes, results, asks

AGENCY_NAME: Mainline Studio | CURRENT_OFFERS: Web design ($25-60k projects), Webflow care plans | NEW_SERVICE: CRO retainers $4k/mo | EXISTING_CLIENT_LIST: 18 SaaS + ecom care-plan clients | ACCOUNT_OWNERS: Sam (10 accts), Riya (8 accts) | CROSS_SELL_TARGET: $20k MRR in 90 days | CLIENT_SIGNALS: 3 accts up for renewal in Q3, 2 just got new Heads of Growth, 1 asked about A/B testing last month

Cross-Sell Plan — CRO Retainers

Tier A (pitch in 30 days, 5 accts):
- BrandX: fit 5/health 5/budget 4. Trigger = Q3 renewal in 21 days. Owner = Sam. Lead with: prior site redesign +18% conversion. Opener: 'Your Q3 renewal is up — want to lock in the next leg of conversion gains?'
- SaaSCo: fit 5/health 4/budget 5. Trigger = new Head of Growth started 9 days ago. Owner = Riya. Lead with: A/B test result from launch. Opener: '[Name] is new — most new HoGs want a 90-day test plan. Want one?'
- (3 more in same format)

Tier B (pitch days 31-60, 6 accts) — list with reasons.
Tier C (hold, 7 accts) — relationship debt, recent escalations, or no budget signal.

Top 3 talk tracks: included above.

90-day revenue projection: 5 A-tier x 40% conversion = 2 closes ($8k MRR). 6 B-tier x 25% = 1.5 closes ($6k MRR). Total = ~$14k MRR, $6k under target — flag gap to founder.

Kill switch: <2 A-tier closes by day 45 = pause + rework opener.

• Score on relationship health honestly — pitching expansion to a shaky account often kills the original retainer.
• Always tie the pitch to a real trigger event (renewal, new exec, results), never a generic 'we wanted to share something new'.
• Project conservatively and surface the gap to the founder — it's better to flag the gap on day 1 than miss the target on day 90.