Service Package Upsells

Manual upselling relies on practitioner memory whilst service opportunities are missed during busy appointments. This automation identifies optimal moments for relevant service recommendations.

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Service Package Upsells Workflow - From missed opportunities to strategic revenue growth

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The Evolution Journey

Suggest relevant add‑ons. Increase average session value.

Stage 1: Missed Revenue Opportunities

Practitioners forget to mention additional services
No systematic approach to identifying upsell opportunities
Patients leave without knowing about complementary treatments
Inconsistent service recommendations between staff
Lost revenue from unrecommended preventive packages

Stage 2: Systematic Upselling Workflow

Automated prompts for relevant service recommendations
Condition-based package suggestions in treatment plans
Email follow-ups with service information and pricing
Integration with appointment booking for package scheduling
Staff training materials for consistent recommendations

Stage 3: AI-Driven Revenue Optimization

Machine learning predicts optimal services for each patient
Dynamic pricing and package customization based on patient profile
Automated A/B testing of recommendation timing and messaging
Predictive analytics for lifetime value optimization
Real-time coaching for practitioners on high-value opportunities

Key Benefits

Significant increase in average revenue per patient
Better patient outcomes through comprehensive treatment packages
Improved practitioner confidence in making recommendations
Enhanced practice profitability through systematic upselling

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