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Upselling Workflow

Revenue optimization through strategic upselling of room upgrades, services, and amenities

Complexity: Simple | Duration: 5-15m | Category: Industry/Real Estate

Tags: upselling revenue upgrades sales pricing

Workflow Diagram​

Steps​

Step 1: Guest profile review​

Agent: front

desk-agent - assess upsell potential

Step 2: Opportunity identification​

Agent: revenue

manager - determine suitable upgrades

Step 3: Inventory check​

Agent: revenue

manager - verify upgrade availability

Step 4: Pricing strategy​

Agent: revenue

manager - calculate upsell pricing

Step 5: Offer presentation​

Agent: front

desk-agent - present upgrade to guest

Step 6: Benefits communication​

Agent: sales

specialist - highlight upgrade value

Step 7: Objection handling​

Agent: sales

specialist - address guest concerns

Step 8: Upgrade processing​

Agent: front

desk-agent - execute room change

Step 9: Payment collection​

Agent: payment

processor - charge upgrade fee

Step 10: System update​

Agent: front

desk-agent - update PMS with upgrade

Usage​

To execute this workflow:

/workflow industry/real-estate/upselling-workflow.workflow

See other workflows in this category for related automation patterns.