Upseller Identifier Agent — Copilot Setup Guide

Upseller Identifier Agent — Copilot Setup Guide

English
€9,90
€9,90
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Upseller Identifier Agent — Copilot Setup Guide
  • Upseller Identifier Agent — Copilot Setup Guide
  • Upseller Identifier Agent — Copilot Setup Guide
  • Upseller Identifier Agent — Copilot Setup Guide
  • Upseller Identifier Agent — Copilot Setup Guide
  • Upseller Identifier Agent — Copilot Setup Guide
  • Upseller Identifier Agent — Copilot Setup Guide
Upseller Identifier Agent — Copilot Setup Guide

Upseller Identifier Agent — Copilot Setup Guide

€9,90
€9,90
Taxes included. Instant download.
Language

The Upsell Identifier analyzes your existing customer relationships to uncover upsell and cross-sell opportunities — mapping operations against your full product range and turning stable accounts into growth conversations with prioritized action plans. Set up in just ~10 minutes, it completes each analysis in under 5 minutes, asks only 7 structured onboarding questions, and shows you which existing customers could be buying more – and what to offer them next. 
  • Instant PDF download
  • Ready-to-paste agent prompt
  • English & German
  • 14-day money-back guarantee

What you need

A Microsoft 365 Copilot licence (the paid Copilot add-on for Microsoft 365 Business or Enterprise) and about 10 minutes. The agent is built in Copilot's agent builder – no coding, no IT project.

What's inside the PDF

  • The complete agent prompt, ready to copy and paste
  • Step-by-step setup walkthrough (about 10 minutes)
  • Test prompts to verify the agent before you rely on it
  • Quick reference card – a 3-minute read, no theory chapters

This guide is part of Phase 8 – Turn Customers Into Repeat Revenue

Get all 5 Phase 8 agents for €29,90 €49,50

Or all 40 agents for €99,00 →

More Phase 8 agents

See all Phase 8 agents →

Frequently asked questions

Do I need a Microsoft 365 Copilot licence?
Yes. The agents are built with the agent builder in Microsoft 365 Copilot, which is part of the paid Microsoft 365 Copilot add-on for Business and Enterprise plans. You paste the prompt from the guide and follow the setup steps – no coding, no IT project.
How do I receive the guide?
Immediately after checkout. The download link appears on the order confirmation page and is also emailed to you. Single guides are PDFs; bundles and the complete set come as a ZIP with every guide in English and German.
What is the difference between a guide, a phase bundle and the complete set?
A guide (€9.90) sets up one agent. A phase bundle (from €24.90) contains all agents of one sales phase. The complete set (€99) contains all 40 agents across all 9 phases – the same guides that cost €396 when bought individually.
What if the agent doesn't do what I need?
Email us within 14 days of purchase with your order number and you get a full refund. No forms, no questions asked.
Can my whole team use the guides?
Yes, within your own company. The licence covers internal business use. Passing the files on to other companies or reselling them is not permitted.
Where does my data go when I use the agents?
The agents run inside your organisation's Microsoft 365 tenant under Microsoft's enterprise data protection. Nothing is sent to us – we only deliver the setup guide.
In which languages are the guides available?
English and German. Choose the language on the product page before adding to cart. Bundles and the complete set include both versions.