| 1 | identify additional services or products that are available | 1.1 | update and develop their knowledge of their organisation’s services or products |
| 1.2 | check with others when they are unsure about new service or product details |
| 1.3 | identify appropriate services or products that may interest their customer |
| 1.4 | spot opportunities for offering their customer additional services or products that will improve the customer experience |
| 2 | inform customers about additional services or products | 2.1 | choose the best time to inform their customer about additional services or products |
| 2.2 | choose the best method of communication to introduce their customer to additional services or products |
| 2.3 | give their customer accurate and sufficient information to enable them to make a decision about the additional services or products |
| 2.4 | give their customer time to ask questions about the additional services or products |
| 3 | gain customer commitment to using additional services or products | 3.1 | close the conversation if the customer shows no interest |
| 3.2 | give information to move the situation forward when their customer shows interest |
| 3.3 | secure customer agreement and check customer understanding of the delivery of the service or product |
| 3.4 | take action to ensure prompt delivery of the additional services or products to their customer |
| 3.5 | refer their customer to others or to alternative sources of information if the additional services or products are not their responsibility |
| 4 | understand how to promote additional services or products to customers | 4.1 | describe the organisation’s procedures and systems for encouraging the use of additional services or products |
| 4.2 | explain how additional services or products will benefit their customers |
| 4.3 | explain how their customer’s use of additional services or products will benefit their organisation |
| 4.4 | identify the main factors that influence customers to use their services or products |
| 4.5 | explain how to introduce additional services or products to customers outlining their benefits, overcoming reservations and agreeing to provide the additional services or products |
| 4.6 | state how to give appropriate, balanced information to customers about services or products |