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Commercial Cleaning Upsell & Cross-Sell Playbook Template
Unlock hidden revenue opportunities with your existing clients.
This Upsell & Cross-Sell Playbook Template helps commercial cleaning companies identify additional services to offer, prioritize clients, and track results — all while improving customer satisfaction and retention.
Tips & Tricks for Using This Template
Start with your best clients
Happy, long-term customers are the easiest to upsell and cross-sell to. Focus on accounts where you already have trust and strong relationships.
Review the opportunities checklist first
Go through the pre-filled services and identify gaps where your current clients could benefit from add-ons like deep cleaning, carpet care, or disinfection services.
Prioritize high-value clients
Use the Client Prioritization Worksheet to target accounts that have the greatest revenue potential. Don’t waste time on low-value opportunities.
Use the built-in pitch scripts
The template includes ready-to-use upsell and cross-sell scripts. Personalize them for each client so your offer feels helpful, not pushy.
Track progress and results
Log every upsell attempt in the Tracking Dashboard. Monitor which offers convert best and refine your approach over time.