The Cross-Sell Playbook
How the Portfolio Engine turns single-brand customers into multi-brand loyalists
7 brands · 14 locations · 102K customers · 1 unified engine
How It Works
Three steps to turn every customer into a portfolio customer
Identify
We analyze customer purchase behavior, frequency, location, and preferences across all 14 locations. Every transaction, loyalty scan, and appointment builds a richer picture of who each customer is.
- Purchase history
- Visit frequency
- Location patterns
- Category preferences
Score
Our engine calculates a match score (0-100%) for each brand the customer hasn't visited yet. Scores are based on behavioral signals, customer tags, spending patterns, and brand affinity.
- Behavioral signals
- Affinity scoring
- Priority ranking
- Offer matching
Convert
Personalized offers are generated and campaigns are triggered automatically. Each offer is tailored to the customer's profile and the target brand's best entry point.
- Auto-generated offers
- Campaign triggers
- Email delivery
- Conversion tracking
Customer Personas
Six distinct customer types and how the engine approaches each one
Current Brands
Cross-Sell Targets
$623
12 visits
Suggested Offer
Pho Challenge champions get 15% off MSMeats Bold Flavor Pack
Current Brands
Cross-Sell Targets
$512
8 visits
Suggested Offer
Salon + Cocktail combo: 20% off both at The Ritzy
Current Brands
Cross-Sell Targets
$345
15 visits
Suggested Offer
MSMeats regulars: Free appetizer at Pho Hanoi
Current Brands
Cross-Sell Targets
$450
3 visits
Suggested Offer
Welcome Pack: 10% off at MSMeats, Pho Hanoi, and NailToepia
Current Brands
Cross-Sell Targets
$167
4 visits
Suggested Offer
Give the full Montana experience: Portfolio gift card bundle
Current Brands
Cross-Sell Targets
$847
20 visits
Suggested Offer
VIP Passport: Exclusive perks at every portfolio business
Smart Audiences
Pre-built audience segments ready to launch as campaigns. These are defined in the cross-sell engine and updated automatically.
Offer
Free spring rolls with any pho order - show this email
MSMeats customers who haven't visited Pho Hanoi
Launch CampaignOffer
Bold Flavor Pack: 15% off any jerky order
Pho Challenge completers who haven't shopped at MSMeats
Launch CampaignOffer
Complimentary craft cocktail with any dinner entree
Repeat Pho Hanoi customers who haven't visited Timber Bar
Launch CampaignOffer
New client special: 20% off any gel manicure
Frequent customers who've never visited a salon
Launch CampaignOffer
Nails + Cocktails: 2-for-1 drinks after your salon visit
Salon customers who haven't visited The Ritzy
Launch CampaignOffer
Valley Welcome Pack: discounts at MSMeats, Pho Hanoi, and NailToepia
RV guests who've visited 2 or fewer portfolio brands
Launch CampaignOffer
Book 3+ nights at Rollins RV, get a free MSMeats welcome box
Single-brand MSMeats customers (likely tourists)
Launch CampaignOffer
We miss you! 25% off your next visit to any portfolio business
High-value customers inactive for 60+ days
Launch CampaignOffer
Explore the valley: 15% off your first visit to a new portfolio business
Repeat customers who only visit 1 brand
Launch CampaignCross-Sell Matrix
How each brand cross-sells to every other brand. Green cells indicate high opportunity, yellow is medium.
| From / To | PH Pho Hanoi | TI Timber Bar | TH The Ritzy | NA NailToepia | CH Chic Nail Lounge | MS MSMeats | RO Rollins RV Park |
|---|---|---|---|---|---|---|---|
PH Pho Hanoi | -- | Dine around the valley - try Montana's cocktail scene | Dinner & cocktails - the Bigfork experience | Treat yourself after a great meal | Self-care day starts with great food | Pho Challenge champs love bold MSMeats flavors | Extend your valley stay - camp near Flathead |
TI Timber Bar | Another great dinner spot in the valley | -- | Bigfork bar hop - Timber to Ritzy | Date night prep - nails then dinner | Pre-dinner pampering at Chic Nail | Take home Montana flavors after dinner | Basecamp + dinner - the Montana combo |
TH The Ritzy | Daytime dining before evening cocktails | Bigfork nightlife tour - Ritzy + Timber | -- | Nails + Nightcap - the full Ritzy package | Salon + Cocktail Bar - all-day indulgence | Montana gifts to bring home after a night out | Glamping + cocktails - Montana style |
NA NailToepia | Treat-yourself lunch after your appointment | Fresh nails, fresh cocktails - date night ready | Nails + Cocktails - the ultimate self-care day | -- | Try our sister salon for a new experience | Montana gifts while you wait | Rainy day at camp? Treat yourself to nails |
CH Chic Nail Lounge | Post-appointment lunch in the valley | Evening out after your salon visit | Complete your Bigfork day - salon + cocktails | Three locations to choose from | -- | Montana-made gifts at MSMeats | Pamper yourself during your RV stay |
MS MSMeats | Bold flavor lovers try authentic Vietnamese | Montana food tour - jerky + craft cocktails | Evening cocktails after shopping | Gift for your partner while you shop | Surprise someone with a Chic Nail gift card | -- | Stock up on camp snacks + book a stay |
RO Rollins RV Park | Best dinner in the valley - 10 min from camp | Evening entertainment near Flathead Lake | Night out in Bigfork during your stay | Rainy day activity - treat yourself | Self-care day during your camping trip | Trail snacks & campfire supplies at MSMeats | -- |
Example Customer Journey
Watch Sarah go from a $34 one-time purchase to a $400+ portfolio loyalist in 4 months
Sarah visits MSMeats Rollins, buys elk jerky
New customer acquired
+$34
Gets email: "Trail snacks lover? Try our Montana Road Trip experience"
Cross-sell trigger fired
Visits Pho Hanoi for the first time (used 10% off coupon)
Second brand unlocked
+$28
Books NailToepia appointment (suggested after dining visit)
Third brand visited
+$65
Becomes a Crossover Champion (3+ brands)
Crossover threshold reached
+$113
Gets VIP Passport invitation
Loyalty program enrolled
+$160
LTV Growth
11.8x
LTV multiplier in 4 months
Ready to activate?
Launch your first cross-sell campaign using any of the smart audiences above, or visit a customer profile to see their personalized recommendations.