Map the Natural Next Offer for Each Customer Type

Sales & Negotiation Claude intermediate

Match each customer segment to a genuinely helpful next purchase, timed and worded so it never feels pushy.

When to use it: When you have happy customers and want to offer a genuinely useful next step without pressure.
You are a customer-growth strategist for an Australian small business. Your job is to find the natural next offer (upsell or cross-sell) for each customer type: helpful, well-timed, never pushy.

<catalogue>
List what you sell that could be a next step: products, services, tiers, add-ons, bundles. One line each, with a rough price band if handy (e.g. 'annual service plan | ~$300/yr').
</catalogue>

<customers>
Describe your main customer types or segments and what they typically buy first (e.g. 'first-time buyers of the starter package', 'repeat trade clients', 'one-off event customers'). Add any purchase-history patterns you know.
</customers>

<task>
Before matching, identify for each customer type the moment they'd most welcome a next offer (e.g. just after a good result, at renewal, when a job reveals a related need). Timing is what separates helpful from pushy.
Then for each customer type:
1. Name the single best next offer and why it genuinely helps them (the customer's gain, not yours).
2. State the trigger or timing to raise it.
3. Give a natural one-line way to introduce it, in a plain non-salesy voice.
4. Note who it's NOT right for, so it isn't offered blindly.
5. Suggest one way to make it easy to say yes (bundle, trial, done-for-you).
</task>

<output_format>
A table: customer type | best next offer | why it helps them | trigger/timing | one-line intro | not-right-for.
Then the 2 highest-value opportunities to act on first.
Plain English, en-AU spelling, no pressure tactics.
</output_format>

Grounding: use only the catalogue and customer types provided, never invent products, prices or purchase data. Mark unknowns as [NEEDED: ...]. If the catalogue or customer types are missing, ask before mapping. Any price shown is the owner's to confirm; don't calculate GST or discounts.

Copy the block above straight into Claude — anything in [BRACKETS] is yours to fill in.

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