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Upsell and cross-sell playbook v1.0.0

Use this resource to design upsell and cross-sell campaigns tied to customer outcomes

New

  • 505 downloads
  • 151 likes
  • 115 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install upsell-cross-sell-playbook

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent links each trigger (usage milestone, completed plan) to a play, then builds the narrative, commercial terms and approvals needed. You get an enablement kit for sellers and account managers.

Mostly picked by

Updated November 2, 2026

Card for the “Upsell and cross-sell playbook” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: mapping of triggers to plays
  • SKILL.md: value narrative, commercial guardrails and enablement kit

Good fit for

  • You prepare quarterly reviews with high-usage customers
  • Your sellers do not know when to pitch an extra option

Not for

    Tags

    • upsell
    • cross-sell
    • trigger
    • narrative

    About

    You say

    “Prepare the upsell play for customers who hit their API quota this month: narrative and maximum discount.”

    Card for the “Upsell and cross-sell playbook” skill

    Skill published by gtmagents under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to design upsell and cross-sell campaigns tied to customer outcomes
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md1.3 KB

    Origin and licence

    Listed unmodified

    Author
    gtmagents
    Source
    github.com/gtmagents/gtm-agents/tree/78e0419f4440bcb43bc80127e174ecf5adef1753/plugins/account-management/skills/expansion-playbook
    Licence
    Apache-2.0

    Notice

    « expansion-playbook » (gtmagents, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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