You wouldn't walk into
a courtroom or negotiate a major deal without a strategy;
don't walk into a potential client's office without a strategy.
Cross-Selling is expanding the client relationship to offer additional services to a client. If your firm is capable of servicing a client in many different areas, and it is not, you have missed an opportunity for additional business. It is safe to assume that other firms working with the same client will be cross-selling, and your client relationship is at risk.
The Cross-Selling program is designed to assist two or more practice groups with identifying and taking advantage of opportunities that will expand the client relationship with the firm.