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Cross Selling and Upselling for Branch Teams

Frontline staff in banks, retailers and service counters meet customers every day yet often miss the chance to offer something more that genuinely helps. This programme builds the confidence and skill to spot cross sell and upsell opportunities, make relevant suggestions and grow basket size without pressuring customers. It suits high traffic African branch and counter environments.

What you will be able to do

  • Recognise genuine cross sell and upsell opportunities in daily service.
  • Ask questions that uncover further customer needs.
  • Make relevant product suggestions that add real value.
  • Overcome hesitation and objections respectfully.
  • Balance selling with service so customers feel helped, not pushed.
  • Track additional sales and set personal improvement goals.

Course outline

  1. 01The difference between pushing and helping
  2. 02Spotting cross sell and upsell moments
  3. 03Needs based questioning
  4. 04Making relevant suggestions
  5. 05Handling hesitation and objections
  6. 06Balancing service and sales
  7. 07Product knowledge for confident offers
  8. 08Tracking results and setting goals

Who should attend

Branch and counter staff, tellers, retail sales assistants, customer service representatives and their team leaders.

Dates, venues and fees

DatesVenueDaysFeeCalendar
17 to 18 Aug 2026Durban2R10,000
24 to 25 Aug 2026Johannesburg2R10,000
7 to 8 Sep 2026Mauritius2US$1,100
14 to 15 Sep 2026Dubai2US$1,100
21 to 22 Sep 2026Lagos2US$1,100
28 to 29 Sep 2026Harare2US$1,100
5 to 6 Oct 2026Kampala2US$1,100
12 to 13 Oct 2026Dar es Salaam2US$1,100
19 to 20 Oct 2026Pretoria2R10,000
26 to 27 Oct 2026Cape Town2R10,000
9 to 10 Nov 2026Online2US$900
16 to 17 Nov 2026Mozambique2US$1,100
23 to 24 Nov 2026Cairo2US$1,100
30 Nov to 1 Dec 2026Accra2US$1,100
7 to 8 Dec 2026Lusaka2US$1,100
14 to 15 Dec 2026Kigali2US$1,100
21 to 22 Dec 2026Nairobi2US$1,100

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

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