Cross selling professional services

by | Marketing

As professional service providers, most of our new business probably (should?) comes from our existing customers. Whether you call it cross-selling, up-selling, or anything else, being able to identify additional needs and sell services to meet those needs is an important part of business development.

What this really boils down to is listening. You have to listen to your customers and care about their needs.

Often, the challenging part of listening is just slowing down and making the effort. It’s easy to get in a hurry. It’s common to think of the next thing we want to say rather than really listening to the other person.

Listening and asking probing questions has to become a habit. Looking for cross selling opportunities isn’t an item to be put on a checklist.

If you ask your customer if they are “interested in payroll services” because that’s what you were told to do in this month’s staff meeting, it’s going to come across as a pitch. Your not going to feel comfortable doing it and your customer is probably going to feel uncomfortable turning you down.

When you notice a symptom of a problem (deadlines being missed, complaints, rework), take the time to ask about it. Have a conversation about how the problem impacts them personally. Ask what the cost of doing nothing is, they probably have never thought about that. Now you have laid the groundwork for having a real conversation about what you can do (if anything) to help them solve the problem.

One more thing – don’t assume that just because they have bought from you in the past that they will totally abandon their buying process. The “sales cycle” should be shorter and easier, but don’t shoot yourself in the foot by not providing the type of information, in the way they like to receive it, to help them make their decision.

Bill Brelsford

Bill Brelsford

B2B Marketing Copywriter & Consultant

Hi, I’m Bill Brelsford, author of “The Boutique Advantage: How Small Firms Win Big With Better Messaging.”

I’ve worked in professional services since 1990 – first as a CPA, then as a custom software developer, and since 2006 as a marketing consultant specializing in direct marketing and sales enablement copywriting for professional services.

My career path gives me unique insight into B2B sales. I understand what CFOs question (from my accounting background), how complex projects are sold (from software development), and what content actually moves deals forward (from 19+ years helping professional services firms close premium clients).

My copywriting and consulting focuses exclusively on what I call the Core4 Outcomes: increasing authority, generating leads, driving sales, and improving client retention.

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