What Is the Difference Between Upselling and Cross-Selling?

Textbook Definition

Upselling is encouraging a customer to choose a larger, higher-grade, or longer-term version of the item they are buying. Cross-selling is suggesting a related product or service that complements the original purchase.

In Plain English

Upselling is the bigger jar. Cross-selling is the candle that sits next to it. The real question in upselling vs. cross-selling is not which one to use. It is whether the offer actually suits the person in front of you, based on what you know about how they buy.

Why Do Caring Owners Never Offer More?

Owners who care about their customers are often the slowest to suggest anything extra. They picture a slick salesman pushing a second gadget on someone who only needs one, and they decide it is better to say nothing. The customer leaves with exactly what they came for and never learns you had the thing they wanted next.

The fix is to make every offer about fit. Upselling and cross-selling work best with the customer who already trusts you, because you know what they buy and why. A pushy seller asks what he can sell. A helpful one asks what suits this buyer, then lets them say no.

Signs you have this problem:

  • Your regulars order the same item every time and have never asked about anything else.
  • You have new products on the shelf that long-time customers have never seen.
  • You only mention extras when a customer asks first.
  • You worry that any suggestion will make you sound like a pushy salesperson.
  • When you do offer something, you offer the same thing to everyone.
  • A staff member knows what each customer buys but has never been asked to use it.
Keeping quiet about something a customer would want is not good manners. It is a missed chance to help someone who already trusts you.

What It Looks Like When the Candles Stay on the Shelf

From the Fabled Forest · Chapter 18

Beatrix the Bee wins the honey prize at the harvest fair again. Her stall has two sizes of honey, a basket of new hand-dipped candles, and a tray of wrapped comb. Customer after customer asks for a jar, gets a warm thank you, and walks off. Nobody is unhappy, and nobody hears about the candles.

Mrs. Owl-Willow tests it herself. She buys a small jar, lingers, and leaves. Behind the cider tent she tells Doctor Owl she came wanting porch candles, would have bought one for a friend, and would have taken the large jar if anyone had mentioned it was cheaper per spoon. Beatrix admits she cannot bring herself to offer, because it feels like the otter across the lane selling a spare watch cover to someone with one watch. The difference, Mrs. Owl-Willow says, is that he does not know his customer and Beatrix does. Her helper Juniper turns out to know what every regular buys, and writes one short question for the order sheet.

The next day Beatrix asks a lamb how fast she goes through honey, mentions the large jar is cheaper per spoon, and the lamb happily trades up. The Tuesday dock store order goes out with a line offering two free candles. The store keeps them, then orders four the next week. Louie, who buys small jars for his waffle stand, tries the comb, puts it on every waffle, and orders twelve more by Saturday.

Beatrix's story is Chapter 18 of Sales for Small Businesses, Book 5 of Dr. Paul's Fabled Forest Business School Series.

How to Upsell and Cross-Sell Without Being Pushy in 4 Steps

No scripts and no pressure. Just one question that fits the customer, asked every time.

  1. List what each regular customer buys and how often.

    Use your order history, your invoices, or the person who packs the orders. Juniper had a full year of Tuesday sheets and knew every pattern. The point is to sell from what you already know, which is the heart of relationship marketing.

  2. Write one thing beside each that truly fits.

    A larger size for someone who goes through it fast. A companion product for someone who uses it with something else. A refill. Be honest. If nothing fits, write nothing. Offering what fits is what separates a helpful suggestion from a push.

  3. Turn it into one short question with an easy way to try.

    Put it on the order sheet, the invoice, or at the counter. Keep it short, make it a question, and make no an easy answer. Beatrix's version offered two candles in the case, free the first time. A small trial lowers the risk and keeps the value exchange fair on both sides.

  4. Accept whatever they say.

    A no costs you nothing and tells you something. A yes that fits usually saves the customer money or time. Do not repeat the same offer every week to someone who passed. Find the next thing that fits, or let it rest.

Dr. Paul's Insight

Dr. Paul sees two mistakes most often: never asking at all, or asking every customer the same thing. Both come from not using what you already know about the buyer. Loyal buyers tend to know the least about the rest of your range, because nobody wanted to bother them. A question that fits their habits reads as service, and once you check that the first order arrived well, the second offer lands even better.

Sample: The Regulars Sheet

Here is the kind of sheet Juniper filled in for Beatrix's regulars, rewritten as a template. List each regular, what they buy, what fits beside it, and the one question.

Business: Beatrix Forest HoneyKept by: Juniper
Dock store, buys 12 large jars every TuesdayCross-sell: candles. Light and easy for ferry travelers to carry. Took 2 free, then ordered 4.
Louie's waffle stand, buys 24 small jars a weekCross-sell: honeycomb squares for the waffles. Ordered 12 more within a week.
Lamb at the fair, buys a small jar for daily porridgeUpsell: the large jar, which costs less per spoon for someone who uses a lot. Said yes.
The one question"Want to try a couple of our candles in this week's case? The first pair is free."

Illustration from the book. Swap in your own regulars, their real buying habits, and an offer you would honestly recommend.

Read a Passage From Chapter 18

Chapter 18 · Upselling and Cross-Selling

The Same Case Every Tuesday: A Bee’s Candles

“Do you go through it quickly?” she said.

The lamb considered. “Yes,” she said. “It goes in the porridge. I have it every day.”

“The large one’s less per spoon,” said Beatrix, “if you go through it.”

The lamb looked at the large jar, and at the small one in her paws. She looked at the price. She put the small one down.

“I’ll have that one,” she said. “Thank you.”

Read how the dock store answers the new line on the order sheet in Sales for Small Businesses, Book 5 of Dr. Paul's Fabled Forest Business School Series.

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Upselling vs. Cross-Selling Questions Owners Ask

What is the difference in upselling vs. cross-selling?
Upselling offers a bigger, better, or longer version of what the customer is already buying. Cross-selling offers something that goes alongside it. Both work best with customers you know well.
How do I upsell without sounding pushy?
Only suggest what fits that customer, based on how they actually buy. Keep it to one short question, and make it easy to say no. A pushy offer ignores the customer, while a good one is built around them.
Who should I offer more to first?
Start with your regulars. They already trust you, and you already know their habits. They are the most likely to say yes and the most likely to be glad you asked.
What if the customer says no?
Thank them and move on. A no costs you nothing and tells you what does not fit. Do not repeat the same offer every visit.

Written by Dr. Paul Borosky, DBA, MBA, business consultant and author of Dr. Paul's Fabled Forest Business School Series. Want help growing sales from the customers you already have? See growth plan and consulting options.

This page is for general educational purposes only. It is not legal, financial, or other professional advice. Dollar figures are illustrations. The Fabled Forest and its characters are fictional. For decisions about your own business, consult a qualified professional.