Today's Agent Skill: Customer Upsell and Cross-Sell Recommendation Engine
What It Does
Existing customers are your easiest sale, yet most small businesses leave upsell and cross-sell opportunities on the table because there's no systematic way to identify them. This skill analyzes a customer's purchase history and your product catalog to generate personalized upgrade and add-on recommendations. It helps you grow revenue per customer without spending a dollar on new customer acquisition.
How It Works
The skill takes a list of a customer's past purchases and your available products or services, then identifies the highest-fit upsells (a higher-tier version of something they already buy) and cross-sells (complementary products they haven't tried). It produces a short recommended message you can send via email or text.
How to Deploy It
Run this in Claude Code or Cursor with a simple text summary of the customer's purchase history pasted in. Gemini CLI users can pipe in a CSV export from their POS or CRM. No coding is needed; the output is a ready-to-send recommendation message.
SKILL.md — Ready to Deploy
## Description
Analyzes a customer's purchase history and the business's product or service catalog to generate personalized upsell and cross-sell recommendations, including a draft outreach message.
## Trigger
Use when the owner wants to increase revenue from existing customers by recommending relevant upgrades or complementary products.
## Input
- Customer name and brief description (or segment, e.g., "loyal customer, monthly buyer")
- List of the customer's past purchases (product names, rough frequency or quantity)
- Business's available products or services (brief catalog list)
- Preferred contact channel for the recommendation (email, text, or in-person)
## Steps
1. Review the customer's purchase history to identify their primary needs and patterns.
2. Scan the catalog for upsell opportunities: higher-tier or premium versions of items they already buy.
3. Scan the catalog for cross-sell opportunities: logically complementary items they have not purchased.
4. Rank recommendations by fit and likelihood to convert (top 2 upsells, top 2 cross-sells).
5. Draft a short, personalized outreach message for the top recommendation, matching the chosen channel:
- Email: subject linCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.