Expansion & Next-Best-Action for Cross-Sell/Upsell

Expansion & Next-Best-Action for Cross-Sell/Upsell

📄 Prompt Template

Build a next-best-action (NBA) framework to increase expansion revenue for [ProductFamily] within existing accounts in [Region]. Use RFM, feature adoption, and buyer role signals to score propensity for [UpsellOffer] and [CrossSellOffer]. Define eligibility, suppression rules, and contact governance (frequency capping).
Output format:
Markdown matrix: Segment | Signal Inputs | NBA | Offer | Timing | Channel | KPI | Owner.
Pseudocode for propensity scoring combining [ModelFeatureSet] with weights and calibration targets tied to [RevenueGoal].
YAML snippet orchestration_rules showing triggers, exclusions (e.g., open support cases), and SLA handoffs to [SalesRole].
Include uplift measurement design (incremental revenue, A/B holdout) and customer-friendly messaging guidelines.

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