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NT-111 / Decision pack

Cross-sell suitability worksheet

Recommend an additional service only where the need fits.

Recommend an additional service only where the need fits. Connect observed service need, relevant offer boundary, question to confirm with responsibility and evidence. An action closes only when all task fields, owner and target date are entered, its state is Complete and an evidence reference is recorded.

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Editable .xlsxPDF guideNo macros

Start with the decision

Which proposed additional offer lacks a supported customer need or scope fit?

Small service teams assessing a relevant additional offer.

From input to next step.

  1. 01

    Set the boundary

    Start from a customer-stated need or a verifiable service context. Do not infer sensitive personal circumstances.

  2. 02

    Work through the record

    Compare the need with the actual additional service and its exclusions. Record the question that could show it is unsuitable.

  3. 03

    Confirm the next step

    Discuss the option without pressure and record the decision. A worksheet flag is not a purchase recommendation.

A look inside

The example, in plain sight.

Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.

Reference
XS-01
Observed service need
Repeated handover confusion
Relevant offer boundary
Documented handover support
Question to confirm
Is this a current problem?
Owner
Coordinator
Target date
2026-11-12
State
Complete
Evidence reference
Example record 1
Open action
0

Before you use the result.

  • Do not recommend regulated products using this tool.
  • No need means no offer.
  • Keep existing and proposed scope distinct.

A general service-fit discussion worksheet, not automated recommendations or customer profiling.

A few useful answers.

All questions →
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No. The planned shop sells each product separately for a one-off price. You will not need a membership, a bundle or a credit balance.

What will I receive?

Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.

What software do I need?

A PDF reader and spreadsheet software that supports standard .xlsx formulas. The workbooks contain no macros or external data connections. Formula results depend on your inputs and your spreadsheet software recalculating them. No paid AI account is required.

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