Sales & OutreachCurated
Upsell Opportunity Identifier
For account reviews where expansion is the goal.
The prompt
Given this customer's current usage: [paste] and our product catalog: [paste], identify 3 upsell opportunities ranked by likelihood and value. For each, suggest the trigger to act on.
Anything in square brackets is meant to be replaced. The builder turns those into fields you can type into.
Tired of re-pasting the same context into every new chat? That is what the Unimatrix MCP server is for.