Understand the current task

Identify what the customer came to accomplish and which related offer could genuinely help afterward. Keep the primary action clear. Avoid presenting an entire catalogue around a simple enquiry so the visitor loses track of the original purpose. Confirm the current listing and navigation options rather than assuming automated recommendations or personalisation are part of every setup.

Explain the relationship

A related service should have a short reason for appearing: it supports implementation, adds a defined capability or addresses the next stage of the work. Keep optional purchases visibly optional. The benefit is a useful progression through the business’s services, not a claim that every customer needs the largest package. Review the questions customers ask to see whether the additional offer clarifies the journey or distracts from it. A coherent storefront can be selective and still support commercial growth.

Imagine this

A hypothetical scene

A customer explores a defined service package and sees a separate training option that may help their team use the result. The listing explains the relationship without implying training is mandatory or silently included. The customer can decide whether to discuss it based on their actual needs.

Make it practical.

Use this checklist as you read. Checks are not stored.

References & further reading

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