Break down silos and introduce colleagues’ expertise authentically. Expand client relationships by positioning your firm as a comprehensive partner.
Multi-disciplinary firms often underuse the potential of cross selling. This topic explains how to identify natural opportunities to bring in colleagues’ services when clients face broader challenges. You’ll learn how to build internal awareness across disciplines, recognize signals in client conversations, and make introductions that add value without feeling forced. We’ll cover strategies for collaboration, relationship mapping, and presenting the firm as a unified partner. Done well, cross selling strengthens client loyalty, expands revenue, and positions the firm as more than a vendor—it becomes a trusted strategic advisor.
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my library units
If you'd like to contribute new units to the library, go to your dashboard under the "contribute to the library" tab. Complete the form for your unit, which could be an article, video, interview, prompt set, template or exercise. Choose up to two topics for each unit. Your contributions will show here under "my library units".
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Twennie's library units
ARTICLE: Cross-Selling in Multi-Disciplinary Firms - A Strategic Advantage
AUTHOR
Twennie Founders
Cross-selling is the practice of introducing complementary services to existing clients, a strategy especially powerful for multi-disciplinary firms. Rather than chasing new business, professionals deepen relationships by solving more of a client’s challenges through integrated offerings. This approach lowers acquisition costs, increases win rates, and cements firms as trusted advisors. With examples from engineering, architecture, and environmental consulting, cross-selling demonstrates how one service engagement can open doors to broader collaborations.
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VIDEO: The First Step in Cross Selling - Crossing Internal Boundaries
AUTHOR
Twennie Founders
This series explores cross-selling in multi-disciplinary firms, where opportunities often go unrealized because teams stay siloed. Effective cross-selling isn’t about being pushy with clients—it’s about creating regular, proactive conversations between colleagues. Twennie’s prompt set introduces five small but powerful activities—knowledge swaps, coffee talks, project sheet exchanges, problem-solving sessions, and friendly competitions—that make cross-disciplinary collaboration routine rather than rare.
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PROMPT SET: 20-Minute Cross Selling Strategies
AUTHOR
Twennie Founders
Cross-selling is often talked about but rarely practiced well in multi-disciplinary firms. This prompt set provides 20 concrete activities your teams can try right away—short, time-boxed experiments like joint coffee chats, exchanging project sheets, shadowing client calls, or creating “combo case” slides. Each exercise encourages collaboration, sparks curiosity about other disciplines, and surfaces hidden opportunities to expand work with existing clients.
Purpose:
to implement a series of cross-selling strategies in our team
