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UPSELLING-CROSS-SELLING5 MIN READ

Roadmap Tease Or Proof First?

Choose the right response when a champion asks about another product before proving current value.

What is Sofia’s strongest response? Acknowledge the roadmap interest, give a lightweight preview, and anchor the next deeper conversation in documented value from the current deployment. Launch a full finance-module demo immediately because champions lose energy if you ask them to wait for proof. Refuse to discuss anything beyond the current product until six months have passed, regardless of the champion’s interest or context. Send a deck of every adjacent product and ask the champion to tell you which departments might be interested. This is strongest because it balances responsiveness with timing discipline. Sofia keeps the curiosity alive but ties…

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