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Campaign — Upselling and Cross-Selling
Outsourced Upselling and Cross-Selling Programs That Turn Interactions Into Revenue
Every service call is a chance to grow the relationship and the revenue. We build and run upsell and cross-sell programs staffed by trained agents, coached in real time, and deployed within 30 days..
Every company has customers who are ready to spend more. The gap is rarely willingness on the customer's side. It's having the right conversation, at the right moment, with someone trained to take it somewhere.
Those conversations don't happen by accident. They happen when you have a team built specifically for them, and our outsourced upsell and cross-sell programs are built exactly for that.
From Day One to Long-Term Results
30 days
from signed agreement to first live interaction.
96%
of outcomes achieved across all client KPIs.
30x
improvement in customer retention delivered by AI across our programs.
Trusted by Leading Brands
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Services
How We Run a Revenue Expansion Program
From the first offer to the close, every step is designed, measured, and optimized.
Call Driver Analysis & Offer Matching
Before an agent ever makes an offer, we use interaction data and behavioral signals to understand why the customer called. That context determines which offer lands and which one creates friction. Insights iQ™ analyzes interactions at scale to surface those signals and make them actionable.
Consultative Agent Training
Our agents train in consultative selling methodology, including Sandler Sales Certification, and practice through AI-driven roleplay simulations before handling a single live call. When they pick up the phone on Day One, they're already prepared for any conversation.
Personalized Outreach & Campaign Execution
We build and run targeted outreach campaigns across voice, chat, and messaging, tailored to the customer segment, the offer, and the channel where that customer is most likely to engage. Every campaign is tracked against conversion from the start.
Real-Time Performance Coaching
Performance iQ monitors every interaction and surfaces coaching moments as they happen. Managers don't wait for end-of-week reports to find out where conversion is slipping. They see it, address it, and improve it the same day.
Customer Acquisition & Retention
Revenue expansion and customer retention work together. We run upsell and cross-sell programs that grow the value of your existing customer relationships while keeping those customers engaged with your brand for the long term.
Awards & Recognitions
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Here's What Working With Us Looks Like In Practice
Knowledgeable
You get agents hired for this program specifically, not reassigned from another queue. Human iQ matches candidates to the skills, temperament, and product knowledge your program requires. They know the offer before they know the customer.
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Fast
We deploy specialized upsell and cross-sell teams within 30 days. From signed agreement to first live interaction, the timeline is defined and held. The team goes through full training, including AI-driven role-play simulation, before a single call goes live.
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Analytical
Performance iQ tracks every call and flags coaching opportunities in real time. Your ops leader sees where conversion is slipping before it becomes a trend, and addresses it the same day. It's the same system behind iQor's ~96% goal attainment across all client KPIs.
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Visible
Insights iQ analyzes interactions at scale and gives your team a live view of what's driving conversions and what's getting in the way. You're not reading a weekly summary of what already happened. You're seeing what's happening now and where to act.
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What Our Clients Are Saying
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Tell Us Your Revenue Goal, and We'll Show You How to Hit It
Whether you're launching a new upsell program or trying to fix one that's underperforming, we can walk you through what a 30-day deployment looks like for your specific situation.
Case Studies & Trends
Every stage powered by AI — from first hire to higher performance.
Start with insights. Build toward outcomes. Scale what works.
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