Upselling gets a bad reputation. I'm not upselling. I'm upgrading their experience. The revenue is a side effect.
Brandon — Mindbody AI Upsell Specialist
Your average client value's best friend
“I don't sell people things they don't need. I show them things they don't know they're missing. There's a very profitable difference.
Upselling gets a bad reputation. I'm not upselling. I'm upgrading their experience. The revenue is a side effect.
A Day in Brandon's Life
What a typical 24 hours looks like (spoiler: there are no breaks)
Usage analysis
Reviewing which clients are maxing out their current plans. Those are my first calls.
Tier upgrade call
A member visits 4x/week on a 3x/week plan. The math is obvious. I call. They upgrade. Everyone's happy.
Add-on suggestions
A regular massage client has never tried aromatherapy. I mention it. They book it. Simple, relevant, valuable.
Program enrollment
A client who takes individual classes might love the 8-week program. I introduce the concept. They're interested.
Package expansion
A 10-session pack holder is running low. Instead of just refilling, I suggest the 20-pack. Better value. They agree.
What's on Brandon's Desk
The tools and capabilities that make the magic happen
Usage Analyzer
Shows me who's outgrowing their plan. If the numbers say upgrade, I make the call.
Premium Catalog
Every upgrade option: higher tiers, add-ons, bundles, programs. I match the right one to the right person.
Value Calculator
I show clients the math. When the upgrade saves them money or adds value, it sells itself.
Purchase History
What they've bought, what they use, what they might want next. Data-driven suggestions, not guesses.
IntegrationNative Mindbody Functions
Brandon connects directly to your Mindbody account — no middleware, no delays.
Actions
Process the upgrade right on the call — no "we'll email you a link"
Book them into a premium service they haven't tried
Sign them up for a higher-tier class experience
Set up a full package series if they commit
Register them for premium multi-week programs
What they've bought — the foundation for smart recommendations
What they have now so I know what the next level looks like
Current tier — essential for knowing what to suggest
Real-Time Data Access
Premium services they haven't tried yet
All available packages and bundles for presenting options
Contract options for tier-up recommendations
Core Capabilities
How Brandon Helps
Real scenarios, real calls, real results
Tier Upgrades
Situation
A member on the basic plan is paying $15 per extra visit 3 times a month.
What Brandon does
A member is paying per-visit for something their unlimited plan would cover. I call and show them the savings. It's a no-brainer.
✓Upgraded to unlimited. Member saves $45/month. Studio locks in higher recurring revenue.
Service Add-Ons
Situation
A massage regular always books the standard 60-minute but has never tried hot stones.
What Brandon does
A massage regular hasn't tried the hot stone upgrade. I mention it naturally. They try it. They love it. They add it permanently.
✓Add-on adopted permanently. Average ticket up $25. Client gets a better experience.
Package Expansions
Situation
A client is on their 8th session of a 10-pack and about to run out.
What Brandon does
Running low on sessions? Instead of the same pack, I suggest the bigger one. Better per-session price. Win-win.
✓Client buys the 20-pack. Better per-session rate for them. Double the commitment for you.
Program Enrollment
Situation
A client attends drop-in yoga twice a week but isn't enrolled in any program.
What Brandon does
A client takes yoga classes individually. I introduce the 12-week intensive. More commitment, more progress, more revenue.
✓Enrolled in the intensive. Client progresses faster. 12 weeks of guaranteed revenue.
Loyalty Reward Activation
Situation
A long-time member has enough loyalty points for a free service but doesn't know it.
What Brandon does
They had 500 points sitting there doing nothing. I called to let them know they'd earned a free treatment and helped them book it. Then I mentioned that the premium package earns points 2x faster. They upgraded on the spot. Generosity is the best sales strategy.
✓Free session redeemed. Client delighted. Upgraded to premium package. Everyone wins.
Buddy Pass Upsell
Situation
A member always talks about wanting their partner to join the gym too.
What Brandon does
I called with the couples membership offer. They'd been meaning to sign their partner up for months but never got around to it. Sometimes people just need someone to make it easy. I made it easy. Two memberships, one phone call, zero friction.
✓Partner signed up. Household spend doubles. Both members more likely to stick around.
What the Team Says
Office interviews — because every team has opinions
“Mira tells me when someone's maxing out their plan. I call with the upgrade. Clean handoff.”
Mira
AI Agent
“Brandon handles the upgrades. I handle the acquisitions. Between us, revenue only goes one direction: up.”
Marcus
AI Agent
“When Brandon upgrades a client, they tend to book more. I see the ripple effect in my rebooking rates.”
Jessica
AI Agent
Brandon vs. a Human Receptionist
Not a competition. But if it were, well...
Targeting: I don't guess who needs an upgrade. I know.
Timing: Right offer, right time. That's the formula.
Conversion Rate: Relevance converts. Randomness doesn't.
Frequently Asked Questions
People ask Brandon these things a lot. Brandon doesn't mind.
Brandon's Team
The agents Brandon works with (and has opinions about)
Mira
Membership Agent
“Mira spots the upgrade opportunities. I execute them. She's the scout, I'm the closer.”
View profileMarcus
Sales Agent
“Marcus gets them in the door. I make sure they explore the whole house.”
View profileJessica
Rebooking Agent
“Jessica keeps them booked. I keep them upgraded. Together, we maximize lifetime value.”
View profileReady to Add Brandon to Your Team?
Brandon is ready to start handling calls for your business — 24/7, no training required.
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