Credit union checklist

Is your cross-sell reaching the right members?

A checklist for credit unions looking to grow beyond one product.

You may already have the products your members need. The harder part is knowing which members are most likely to open another account, what they’re ready for and how to reach them.

Get the checklist

Download the checklist to assess your approach, identify potential gaps and find opportunities to build stronger member relationships.

Your checklist is ready

Your total fills in as you check boxes in Acrobat or Chrome. Using Mac Preview? Count your checks.

Open the checklist (PDF)

Five steps, 15 questions

This interactive checklist helps you assess your current cross-sell approach, from identifying single-product members to choosing relevant offers and measuring results. Work through 15 questions to see where your team has a solid foundation and where there may be room to improve.

  1. Step 1 · Audience

    Do you know who has just one product?

  2. Step 2 · Readiness

    Can you tell who’s ready for another product?

  3. Step 3 · The offer

    Are you offering the right product to each member?

  4. Step 4 · Timing & channel

    Are you reaching members at the right time and place?

  5. Step 5 · Measurement

    Do you know what’s working?

The checklist cover, with the questions blurred Get the full checklist

How did you score?

13 to 15
Checked

You have a solid foundation

8 to 12
Checked

There’s room to get more targeted

Under 8
Checked

Start with what you know

Is your cross-sell reaching the right members?

Download the checklist to assess your approach, identify potential gaps and find opportunities to build stronger member relationships.

Get the checklist

Your checklist is ready

Your total fills in as you check boxes in Acrobat or Chrome. Using Mac Preview? Count your checks.

Open the checklist (PDF)