cross-sell-upsell-signals

Cross-Sell and Upsell Signals

Prerequisites

This skill needs the iGPT MCP at https://mcp.igpt.ai/.

If the MCP tools aren't available or return an auth error, tell the user to install the iGPT plugin (/plugin marketplace add igptai/skills) or add https://mcp.igpt.ai/ as a connector, then complete OAuth and say "ready". Retry once after they confirm. Never invent tokens or OAuth URLs. For deeper troubleshooting: https://raw.githubusercontent.com/igptai/skills/main/shared/mcp-guard.md

What This Skill Does

Scans email threads with existing customers to find signals they have adjacent problems, growing needs, budget availability, or explicit interest in expanding — things they mentioned without being asked.

Workflow

1. Before calling any tool, collect these values from the user. Offer the defaults and let the user override them; do not invent values they did not give.

   • [time_range] — what window of email to scan. The user may give this in any form ("last 180 days", "the last 6 months", "May 2024", "since the last QBR"). Default: the last 180 days. Keep the user's natural phrasing for use in the ask input; convert to ISO dates separately for the search call.
   • [account_scope] — either "all" (default) or the name of a specific customer account to focus on.
   • [account_clause] — derived. When [account_scope] is not "all", set to " for account [account_scope]". When [account_scope] is "all", set to empty string.

2. Call search with:

   • query: need problem challenge budget growth expand additional (if [account_scope] is not "all", append the account name to the query)
   • date_from: ISO start date derived from [time_range]
   • date_to: ISO end date derived from [time_range] (or today if open-ended)

3. Call ask with:

   • input: Review all email threads with existing customers from [time_range][account_clause]. For each customer, identify any signal they may be ready for an upsell or cross-sell: mentions of problems we could solve, references to budget or new initiatives, expressions of satisfaction suggesting trust, questions about features beyond what they have, or language suggesting growing needs.
   • output_format: { "strict": true, "schema": { "type": "object", "description": "Cross-sell and upsell opportunity report across the customer base", "additionalProperties": false, "properties": { "as_of": { "type": "string", "description": "ISO8601 date when this report was generated" }, "opportunities": { "type": "array", "description": "List of expansion opportunities identified across customer email threads", "items": { "type": "object", "description": "A single expansion opportunity for a specific customer", "additionalProperties": false, "properties": { "customer": { "type": "string", "description": "Name of the customer company" }, "signal_type": { "type": "string", "description": "Category of buying signal detected", "enum": [ "adjacent_problem", "budget_hint", "expansion_interest", "satisfaction_signal", "feature_question", "growth_language" ] }, "evidence": { "type": "string", "description": "Quote or paraphrase from the email that surfaces this opportunity" }, "date": { "type": "string", "description": "ISO8601 date when this signal appeared" }, "recommended_action": { "type": "string", "description": "Specific next step recommended to pursue this opportunity" }, "confidence": { "type": "string", "description": "How strong and reliable this signal is", "enum": ["high", "medium", "low"] } }, "required": ["customer", "signal_type", "evidence", "date", "recommended_action", "confidence"] } }, "summary": { "type": "string", "description": "One or two sentence summary of the top opportunities found" } }, "required": ["as_of", "opportunities", "summary"] } }

4. Present grouped by customer, ordered by confidence. Lead with total count and the highest-confidence opportunity.