Build Effective Upselling and Cross Selling Strategies

About This Video

Growing revenue doesn't always require landing new logos --- sometimes the biggest wins come from your existing customers. OptinMonster unpacks the principles behind effective upselling and cross-selling, separating the tactics that genuinely add value from the ones that feel pushy and transactional. This video covers how to identify the right moments in the customer journey to present upgrades, how to position complementary products as natural extensions rather than aggressive pitches, and how to structure offers that customers actually want to accept. For sales and marketing teams looking to increase average deal size and customer lifetime value without burning trust, this framework provides a repeatable, customer-first approach to expansion revenue.

What You'll Learn

• •How to identify high-intent moments in the customer journey for upsell offers
• •The difference between value-add upselling and pushy tactics that hurt retention
• •Framing cross-sells as natural complements to the original purchase
• •Structuring upgrade offers with clear ROI that customers want to accept
• •Using customer usage data and behavior signals to time cross-sell outreach
• •Building a repeatable expansion revenue playbook for your sales team