Cross-Sell Target Identifier

---
name: cross-sell-target-identifier
description: Analyzes successful product customers to identify patterns, then finds similar accounts that are good cross-sell candidates with fit scores and reasoning. Use when user asks "who should I pitch this product to", "find cross-sell opportunities", "which customers should buy Product X", "identify upsell targets", "product expansion candidates", or "who else would buy this".
metadata:
  author: Dataverse
  version: 1.0.0
  category: sales-analytics
---

# Cross-Sell Target Identifier

When launching a new product or looking to expand product adoption, sales teams need to identify which existing customers are most likely to purchase. This skill analyzes the characteristics of successful customers for a given product, finds similar customers who don't own it yet, and provides prioritized recommendations with justification.

## Instructions

### Step 1: Identify the Target Product
When user asks "Which customers should I pitch Product X to?":

1. **Identify the Product:**
```
SELECT productid, name, description, producttypecode, productstructure
FROM product
WHERE name LIKE '%[product name]%'
AND statecode = 0
```… install to load the full skill